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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
NB
351
NBT Bank
New York
$63.7K +$58.7K +934 New
JWM
352
Janiczek Wealth Management
Colorado
$61.7K
LFASL
353
Lugano Financial Advisors SA (LFA)
Switzerland
$61.4K +$44K +700 +350%
ME
354
McIlrath & Eck
Washington
$59.7K
RCM
355
Richardson Capital Management
Wisconsin
$56.4K +$52K +827 New
CFD
356
Creative Financial Designs
Indiana
$51.1K
NCM
357
Northwest Capital Management
Oregon
$51.1K
HWP
358
Highline Wealth Partners
California
$50.1K
OP
359
ORG Partners
Indiana
$48.6K +$44.7K +710 New
BWL
360
Bogart Wealth LLC
Virginia
$46.3K
SIS
361
Sound Income Strategies
Florida
$45K +$41.5K +660 New
Jones Financial Companies
362
Jones Financial Companies
Missouri
$44.7K +$41.2K +655 New
VWM
363
Venturi Wealth Management
Texas
$40.1K -$12.2K -194 -25%
TFGT
364
TS Financial Group (TSFG)
Illinois
$40K
CICI
365
Capital Investment Counsel Inc
North Carolina
$39.2K
AA
366
Ancora Advisors
Ohio
$39.1K +$1.57K +25 +5%
PMFA
367
Plante Moran Financial Advisors
Michigan
$37.5K -$5.03K -80 -13%
AF
368
Advisornet Financial
Minnesota
$34.7K -$4.72K -75 -13%
BHWM
369
Bay Harbor Wealth Management
Maryland
$34K
MFC
370
Morris Financial Concepts
South Carolina
$31.8K
HCM
371
Hollencrest Capital Management
California
$30.7K
CPG
372
Cornerstone Planning Group
New Jersey
$30.4K -$31.8K -506 -53%
FFA
373
Founders Financial Alliance
North Carolina
$28.4K
PS
374
Planned Solutions
California
$26.6K +$24.5K +390 New
APC
375
Aspire Private Capital
North Carolina
$25.8K