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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
CI
251
Chartist Inc
California
$260K +$237K +4,182 New
RW
252
REDW Wealth
New Mexico
$259K
DIM
253
Delta Investment Management
California
$256K -$2.66K -47 -1%
TF
254
TIAA FSB
Florida
$256K +$8.5K +150 +4%
CA
255
CoreCap Advisors
Michigan
$256K +$233K +4,110 New
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$254K -$11.4K -201 -5%
FPGK
257
Financial Partners Group (Kansas)
Kansas
$249K -$9.29K -164 -4%
BCI
258
Brinker Capital Investments
Pennsylvania
$247K +$226K +3,980 New
OPS
259
Orion Portfolio Solutions
Nebraska
$247K +$226K +3,980 New
OC
260
Oppenheimer & Co
New York
$246K -$10.3K -182 -4%
SWP
261
Summit Wealth Partners
Florida
$246K
ST
262
Spinnaker Trust
Maine
$245K -$7.37K -130 -3%
TI
263
Trexquant Investment
Connecticut
$245K +$223K +3,932 New
TSS
264
Two Sigma Securities
New York
$244K -$119K -2,102 -35%
EWA
265
EP Wealth Advisors
California
$241K +$1.73M +30,543 +422%
William Blair & Company
266
William Blair & Company
Illinois
$238K +$15.8K +279 +8%
GFA
267
Gallagher Fiduciary Advisors
Illinois
$231K
IP
268
Ignite Planners
California
$230K
WP
269
WealthShield Partners
North Carolina
$230K -$107K -1,895 -34%
BRM
270
Boston Research & Management
Massachusetts
$223K +$204K +3,600 New
MCIA
271
Mountain Capital Investment Advisors
Colorado
$220K +$199K +3,515 New
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$220K -$21.3K -375 -10%
GLA
273
Good Life Advisors
Pennsylvania
$219K +$199K +3,519 New
CA
274
Continuum Advisory
Idaho
$218K +$199K +3,504 New
HWM
275
HB Wealth Management
Georgia
$218K +$199K +3,504 New