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iShares Global Tech ETF

389 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $162K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.58B → $1.84B (+$252M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 361389 (+28)

9.02% less ownership

Funds ownership: 58.64%49.62% (-9%)

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 143

Holders
389
Holders Change
+28
Holders Change %
+7.76%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
89
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
226
High Falls Advisors
New York
$329K -$8.73K -154 -3%
MFA
227
Mayflower Financial Advisors
Massachusetts
$326K -$6.57K -116 -2%
IFG
228
Independent Financial Group
California
$323K +$32.2K +569 +12%
PA
229
PFG Advisors
Arizona
$322K +$5.95K +105 +2%
TNB
230
Thomasville National Bank
Georgia
$316K
ACA
231
Aptus Capital Advisors
Alabama
$314K +$737 +13 +0.3%
GWM
232
Geneos Wealth Management
Colorado
$312K
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$307K +$737 +13 +0.3%
TCA
234
Transcend Capital Advisors
New Jersey
$301K -$8.79K -155 -3%
TC
235
TownSquare Capital
Utah
$298K +$272K +4,796 New
PTC
236
Private Trust Company
Ohio
$294K
NFSG
237
Newbridge Financial Services Group
Florida
$294K +$103K +1,810 +62%
VCP
238
Vista Capital Partners
Oregon
$292K
JWCA
239
J.W. Cole Advisors
Florida
$287K -$195K -3,448 -43%
JC
240
JB Capital
Connecticut
$285K -$6.18K -109 -2%
Northern Trust
241
Northern Trust
Illinois
$283K -$22.7K -400 -8%
SVWAG
242
Sound View Wealth Advisors Group
Georgia
$280K
APP
243
Avantax Planning Partners
Iowa
$275K
GIA
244
Goodwin Investment Advisory
Georgia
$273K -$15.1K -266 -6%
LWM
245
Liberty Wealth Management
California
$271K -$20.7K -365 -8%
WANY
246
Wealthspire Advisors (New York)
New York
$270K -$793 -14 -0.3%
Empower Advisory Group
247
Empower Advisory Group
Colorado
$270K -$43.9K -774 -15%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$268K +$244K +4,309 New
MOS
249
MGO One Seven
Ohio
$264K -$93.9K -1,657 -28%
SXL
250
Summit X LLC
Missouri
$261K -$38K -671 -14%