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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
MRCM
326
M&R Capital Management
New Jersey
$43K
SBL
327
Sargent Bickham Lagudis
Colorado
$41K
BWL
328
Bogart Wealth LLC
Virginia
$38K +$37.8K +738 New
BW
329
Bison Wealth
Georgia
$33K
PMFA
330
Plante Moran Financial Advisors
Michigan
$32K
RFA
331
Reilly Financial Advisors
California
$31K
SMA
332
Sage Mountain Advisors
Georgia
$28K +$28.3K +552 New
TCWM
333
Total Clarity Wealth Management
Illinois
$26K +$25.5K +498 New
PO
334
Private Ocean
California
$26K +$25.8K +504 New
AP
335
Advisors Preferred
Maryland
$23K -$171K -3,348 -88%
AP
336
Atwood & Palmer
Missouri
$22K +$1.84K +36 +9%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$307 -6 -2%
SIS
338
Sound Income Strategies
Florida
$16K
MWP
339
Meridian Wealth Partners
Pennsylvania
$16K +$15.7K +306 New
CIAS
340
Capital Investment Advisory Services
North Carolina
$15K
HFM
341
Hartford Financial Management
Connecticut
$15K +$15.4K +300 New
AWA
342
Arkadios Wealth Advisors
Georgia
$13K +$1.84K +36 +16%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$11K -$121K -2,370 -92%
TFGT
344
TS Financial Group (TSFG)
Illinois
$10K -$8.29K -162 -46%
DWA
345
Dougherty Wealth Advisers
Minnesota
$10K -$4.91K -96 -32%
VCM
346
Versant Capital Management
Arizona
$10K +$9.83K +192 New
CA
347
Crewe Advisors
Utah
$9K
JPLA
348
Joseph P. Lucia & Associates
New York
$9K
TRCT
349
Tower Research Capital (TRC)
New York
$9K
EP
350
Eudaimonia Partners
Tennessee
$9K +$8.91K +174 New