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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
CFGS
326
Concourse Financial Group Securities
Alabama
$143K -$1.2K -19 -0.9%
SRCM
327
Signature Resources Capital Management
California
$137K +$127K +2,016 New
CF
328
Centaurus Financial
California
$137K +$126K +2,010 New
NS
329
NBC Securities
Alabama
$136K +$4.15K +66 +3%
CTC
330
Central Trust Company
Missouri
$136K +$126 +2 +0.1%
HIA
331
Harbor Investment Advisory
Maryland
$131K +$121K +1,920 New
Simplex Trading
332
Simplex Trading
Illinois
$128K +$76.7K +1,219 +183%
GRP
333
Global Retirement Partners
California
$127K +$12.1K +192 +11%
AP
334
Advisors Preferred
Maryland
$123K +$72.8K +1,158 +165%
AIC
335
Archer Investment Corporation
Indiana
$122K
IA
336
IFP Advisors
Florida
$115K -$62.4K -993 -37%
FFA
337
Farther Finance Advisors
California
$112K +$12.8K +203 +14%
RG
338
Retirement Group
California
$108K -$9.12K -145 -8%
SS
339
Sunbelt Securities
Texas
$106K +$126 +2 +0.1%
BWM
340
Baystate Wealth Management
Massachusetts
$103K +$189 +3 +0.2%
PP
341
PFS Partners
New Jersey
$102K +$63 +1 +0.1%
AWM
342
Angeles Wealth Management
California
$96.8K
CA
343
Clearstead Advisors
Ohio
$95.5K -$88K -1,400 -50%
TC
344
Truvestments Capital
Florida
$93.3K
FP
345
Financial Perspectives
Minnesota
$91.4K +$252 +4 +0.3%
CIA
346
Cape Investment Advisory
Georgia
$86.7K
EWA
347
EverSource Wealth Advisors
Alabama
$86.2K
CWM
348
Compass Wealth Management
Connecticut
$78.1K
MRCM
349
M&R Capital Management
New Jersey
$74.4K +$126 +2 +0.2%
ASN
350
Advisory Services Network
Georgia
$72.4K -$491K -7,805 -88%