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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
MFC
326
Morris Financial Concepts
South Carolina
$39.4K
PMFA
327
Plante Moran Financial Advisors
Michigan
$39.2K
VWM
328
Venturi Wealth Management
Texas
$36.5K -$850 -15 -2%
AF
329
Advisornet Financial
Minnesota
$36.3K +$57 +1 +0.2%
TFGT
330
TS Financial Group (TSFG)
Illinois
$36K
AA
331
Ancora Advisors
Ohio
$34.1K
BHWM
332
Bay Harbor Wealth Management
Maryland
$31K
CWP
333
Concord Wealth Partners
Virginia
$28.4K +$14.4K +254 +125%
HCM
334
Hollencrest Capital Management
California
$28K
FFA
335
Founders Financial Alliance
North Carolina
$25.9K -$21.6K -382 -48%
1832 Asset Management
336
1832 Asset Management
Ontario, Canada
$24.6K +$22.4K +395 New
APC
337
Aspire Private Capital
North Carolina
$23.5K
EWM
338
EPG Wealth Management
Georgia
$21.6K
CP
339
Castleview Partners
Texas
$20.1K
KM
340
Kalos Management
Georgia
$20K
TWM
341
Tradition Wealth Management
Minnesota
$19K +$1.13K +20 +7%
PCM
342
Penserra Capital Management
California
$19K +$18.2K +321 New
FHA
343
First Horizon Advisors
Tennessee
$18.8K
CTA
344
Colonial Trust Advisors
South Carolina
$18.7K
IGWM
345
ICA Group Wealth Management
Colorado
$17.1K -$7.54K -133 -33%
CAL
346
Capital Analysts LLC
Pennsylvania
$16K +$14.6K +257 New
FCA
347
FinTrust Capital Advisors
South Carolina
$15.3K
TFP
348
Tilia Fiduciary Partners
North Carolina
$15.2K +$57 +1 +0.4%
RA
349
Rise Advisors
New York
$15.1K +$57 +1 +0.4%
CIAS
350
Capital Investment Advisory Services
North Carolina
$14.9K