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iShares US Tech Independence Focused ETF

68 hedge funds and large institutions have $146M invested in iShares US Tech Independence Focused ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

20% more capital invested

Capital invested by funds: $122M → $146M (+$24.1M)

13% more funds holding

Funds holding: 6068 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.23% less ownership

Funds ownership: 39.46%38.23% (-1.2%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
22
Reduced
14
Closed
5
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1
Kozak & Associates
Colorado
$57.3M -$1.01M -12,178 -2%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$20.3M +$245K +2,973 +1%
MML Investors Services
3
MML Investors Services
Massachusetts
$8.67M +$774K +9,372 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$6.98M +$6.76M +81,864 New
AWS
5
Atria Wealth Solutions
New York
$5.97M +$4.64M +56,145 +405%
GM
6
GeoWealth Management
Illinois
$5.31M +$5.14M +62,230 New
Truist Financial
7
Truist Financial
North Carolina
$4.56M -$1.27M -15,423 -22%
LPL Financial
8
LPL Financial
California
$3.1M +$1.48M +17,925 +97%
Citadel Advisors
9
Citadel Advisors
Florida
$3.04M +$1.4M +16,989 +91%
SPI
10
Sutton Place Investors
New York
$2.15M +$8.26K +100 +0.4%
AAS
11
Ameritas Advisory Services
Nebraska
$1.99M +$1.92M +23,274 New
JP Morgan Chase
12
JP Morgan Chase
New York
$1.94M -$56.8K -688 -3%
SRWM
13
Shira Ridge Wealth Management
California
$1.83M -$43.9K -532 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.7M -$2.3M -27,910 -58%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.65M -$60.5K -733 -4%
ACM
16
Advisors Capital Management
New Jersey
$1.28M +$95.8K +1,160 +8%
PCA
17
Pallas Capital Advisors
Massachusetts
$1.13M +$41.4K +501 +4%
KCM
18
KM Capital Management
Texas
$1.1M
Osaic Holdings
19
Osaic Holdings
Arizona
$1.02M +$155K +1,880 +19%
IF
20
Ironwood Financial
Arizona
$941K
PIMG
21
Patriot Investment Management Group
Tennessee
$933K -$14.9K -180 -2%
FP
22
Financial Perspectives
Minnesota
$919K +$19.5K +236 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$902K -$23K -279 -3%
KIA
24
KCM Investment Advisors
California
$822K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$713K +$690K +8,356 New