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iShares Global Tech ETF

368 hedge funds and large institutions have $3.52B invested in iShares Global Tech ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 128

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $3.46B → $3.52B (+$58.8M)

0.23% more ownership

Funds ownership: 413.01%413.24% (+0.23%)

1% less funds holding

Funds holding: 370368 (-2)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.14%
New
32
Increased
137
Reduced
128
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Physician Wealth Advisors
Utah
$267K +$21.2K +414 +9%
SBSB
277
Sullivan, Bruyette, Speros & Blaney
Virginia
$262K
OC
278
Oppenheimer & Co
New York
$254K -$12.3K -240 -5%
HTC
279
Haverford Trust Company
Pennsylvania
$253K
Bank Julius Baer & Co
280
Bank Julius Baer & Co
Switzerland
$253K +$3.38K +66 +1%
BIM
281
Baldwin Investment Management
Pennsylvania
$238K -$127K -2,478 -35%
FHC
282
First Heartland Consultants
Missouri
$236K +$236K +4,608 New
FA
283
FDx Advisors
Illinois
$233K -$530K -10,362 -70%
PPA
284
Parametric Portfolio Associates
Washington
$225K +$5.84K +114 +3%
CAS
285
Cascadia Advisory Services
Oregon
$224K +$224K +4,374 New
DWP
286
Destiny Wealth Partners
Florida
$220K -$4.61K -90 -2%
F
287
F3Logic
Minnesota
$217K +$217K +4,236 New
ST
288
Spinnaker Trust
Maine
$210K
BJL
289
Brighton Jones LLC
Washington
$207K
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$205K -$84.5K -1,650 -29%
MOS
291
MGO One Seven
Ohio
$200K +$200K +3,912 New
IAIM
292
International Assets Investment Management
Florida
$194K
GRP
293
Global Retirement Partners
California
$190K +$4.3K +84 +2%
BWM
294
Baystate Wealth Management
Massachusetts
$186K +$119K +2,322 +179%
TA
295
Tectonic Advisors
Texas
$182K +$182K +3,558 New
GEA
296
Glen Eagle Advisors
New Jersey
$157K -$24.6K -480 -14%
TC
297
Truvestments Capital
Florida
$154K
EAM
298
Erste Asset Management
Austria
$154K
BAM
299
Belpointe Asset Management
Nevada
$152K -$58.7K -1,146 -28%
AA
300
Ancora Advisors
Ohio
$141K +$4.91K +96 +4%