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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
FFA
301
Farther Finance Advisors
California
$111K -$37.9K -668 -27%
RG
302
Retirement Group
California
$108K +$283 +5 +0.3%
SS
303
Sunbelt Securities
Texas
$106K -$20.2K -357 -17%
IA
304
IFP Advisors
Florida
$105K +$95.6K +1,686 New
GEA
305
Glen Eagle Advisors
New Jersey
$104K +$16.4K +289 +21%
CF
306
Centaurus Financial
California
$103K +$94.1K +1,660 New
BWM
307
Baystate Wealth Management
Massachusetts
$94K -$2.21K -39 -3%
PP
308
PFS Partners
New Jersey
$93K +$57 +1 +0.1%
AWM
309
Angeles Wealth Management
California
$88.3K
CA
310
Clearstead Advisors
Ohio
$87.1K
TC
311
Truvestments Capital
Florida
$85.1K +$77.5K +1,368 New
FP
312
Financial Perspectives
Minnesota
$83.1K +$227 +4 +0.3%
CIA
313
Cape Investment Advisory
Georgia
$79.1K
EWA
314
EverSource Wealth Advisors
Alabama
$78.7K +$69.7K +1,230 +3,514%
CWM
315
Compass Wealth Management
Connecticut
$71.3K
MRCM
316
M&R Capital Management
New Jersey
$67.8K +$113 +2 +0.2%
CPG
317
Cornerstone Planning Group
New Jersey
$59.2K +$54K +952 New
JWM
318
Janiczek Wealth Management
Colorado
$56.3K
ME
319
McIlrath & Eck
Washington
$54.5K
OP
320
ORG Partners
Indiana
$48.6K +$44.1K +778 New
CFD
321
Creative Financial Designs
Indiana
$46.6K
NCM
322
Northwest Capital Management
Oregon
$46.6K +$42.5K +750 New
HWP
323
Highline Wealth Partners
California
$45.7K
First Manhattan
324
First Manhattan
New York
$43.3K
BWL
325
Bogart Wealth LLC
Virginia
$42.2K