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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
LNC
301
Lincoln National Corp
Pennsylvania
$214K +$198K +3,145 New
FBFS
302
First Business Financial Services
Wisconsin
$214K +$198K +3,143 New
GIA
303
Goodwin Investment Advisory
Georgia
$214K -$77.9K -1,238 -28%
SFA
304
Sequoia Financial Advisors
Ohio
$212K +$195K +3,108 New
SW
305
SteelPeak Wealth
California
$210K +$194K +3,083 New
PAM
306
Peak Asset Management
Colorado
$210K +$193K +3,076 New
CIA
307
Concurrent Investment Advisors
Florida
$207K +$191K +3,043 New
PS
308
Principal Securities
Iowa
$206K +$190K +3,022 New
MCWS
309
McKinley Carter Wealth Services
West Virginia
$205K +$189K +3,009 New
JCM
310
Janney Capital Management
Pennsylvania
$205K +$189K +3,000 New
GLLW
311
Graves Light Lenhart Wealth
Virginia
$205K +$189K +3,000 New
LSA
312
L & S Advisors
California
$205K +$189K +3,000 New
MCCA
313
Mill Creek Capital Advisors
Pennsylvania
$205K +$189K +3,000 New
SC
314
Searle & Co
Connecticut
$205K +$189K +3,000 New
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$205K -$2.33K -37 -1%
MFG
316
Merit Financial Group
Georgia
$201K +$185K +2,946 New
Comerica Bank
317
Comerica Bank
Texas
$193K +$7.8K +124 +5%
HI
318
Harbour Investments
Wisconsin
$191K -$3.08K -49 -2%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$188K +$63 +1 +0%
VWWMG
320
Vermillion & White Wealth Management Group
Pennsylvania
$173K +$158K +2,520 New
UB
321
UMB Bank
Missouri
$158K
KOCAA
322
Knights of Columbus Asset Advisors
Connecticut
$157K
GEA
323
Glen Eagle Advisors
New Jersey
$155K
KFI
324
Key Financial Inc
Pennsylvania
$155K
AA
325
Addison Advisors
Vermont
$154K