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iShares Global Tech ETF

424 hedge funds and large institutions have $2.09B invested in iShares Global Tech ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $361K

221% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 24

24% more capital invested

Capital invested by funds: $1.68B → $2.09B (+$408M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 376424 (+48)

1.27% more ownership

Funds ownership: 49.29%50.56% (+1.3%)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
424
Holders Change
+48
Holders Change %
+12.77%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
77
Increased
116
Reduced
134
Closed
24
Calls
$1.39M
Puts
$361K
Net Calls
+$1.03M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
276
Summit Wealth Partners
Florida
$269K
TYCC
277
Texas Yale Capital Corp
Florida
$266K +$246K +3,908 New
JC
278
JB Capital
Connecticut
$266K -$39.4K -627 -14%
FPGK
279
Financial Partners Group (Kansas)
Kansas
$263K +$189 +3 +0.1%
EWA
280
EP Wealth Advisors
California
$262K +$189 +3 +0.1%
GC
281
Guidance Capital
Kentucky
$258K +$245K +3,895 New
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$257K +$13K +207 +6%
GFA
283
Gallagher Fiduciary Advisors
Illinois
$254K
BRM
284
Boston Research & Management
Massachusetts
$245K
MHR
285
Matthew Hamilton Rosenberg
$245K -$103K -1,639 -31%
VF
286
Virtu Financial
New York
$244K -$350K -5,567 -61%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$243K -$7.92K -126 -3%
ZIG
288
Zullo Investment Group
Pennsylvania
$237K +$629 +10 +0.3%
BPWM
289
Badgley Phelps Wealth Managers
Washington
$236K
VT
290
Vise Technologies
New York
$234K +$216K +3,428 New
PP
291
PDS Planning
Ohio
$234K +$215K +3,426 New
GLA
292
Good Life Advisors
Pennsylvania
$233K +$215K +3,412 New
BWM
293
BCGM Wealth Management
Indiana
$233K +$215K +3,412 New
VA
294
Valmark Advisers
Ohio
$228K +$211K +3,348 New
PFS
295
Prospera Financial Services
Texas
$227K +$209K +3,330 New
GT
296
Glenmede Trust
Pennsylvania
$225K
RBC
297
Romano Brothers & Co
Illinois
$223K +$205K +3,265 New
HWM
298
HB Wealth Management
Georgia
$219K -$18.5K -294 -8%
RFC
299
Regions Financial Corp
Alabama
$217K +$200K +3,182 New
MPI
300
Mairs & Power Inc
Minnesota
$215K +$198K +3,150 New