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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
IPW
376
Impact Partnership Wealth
Georgia
$25K
HR
377
Howe & Rusling
New York
$25K +$23K +366 New
CWP
378
Concord Wealth Partners
Virginia
$24.5K -$6.16K -98 -21%
FHA
379
First Horizon Advisors
Tennessee
$23.2K
FCA
380
FinTrust Capital Advisors
South Carolina
$22.5K
CP
381
Castleview Partners
Texas
$22.1K
FFA
382
Frazier Financial Advisors
Ohio
$21.8K +$20.1K +320 New
RIL
383
Rothschild Investment LLC
Illinois
$21.7K +$20K +318 New
CTA
384
Colonial Trust Advisors
South Carolina
$20.5K
TWM
385
Tradition Wealth Management
Minnesota
$19K -$1.13K -18 -6%
CCA
386
Criterion Capital Advisors
Tennessee
$18.4K +$17K +270 New
FCMT
387
Founders Capital Management (Texas)
Texas
$18.1K
CAL
388
Capital Analysts LLC
Pennsylvania
$18K
KFS
389
Kelly Financial Services
Massachusetts
$17.6K +$3.14K +50 +24%
RA
390
Rise Advisors
New York
$16.6K +$63 +1 +0.4%
CMBA
391
C.M. Bidwell & Associates
Hawaii
$14.3K
GI
392
Gradient Investments
Minnesota
$14.3K
CAM
393
Chesapeake Asset Management
New York
$14.3K
AIMA
394
Ables Iannone Moore & Associates
Georgia
$14.1K +$13K +207 New
DWA
395
Dougherty Wealth Advisers
Minnesota
$13.9K
CFB
396
Cullen/Frost Bankers
Texas
$13.6K
AF
397
Allworth Financial
California
$13.3K
IGWM
398
ICA Group Wealth Management
Colorado
$12.9K +$11.9K +190 New
CIAS
399
Capital Investment Advisory Services
North Carolina
$12.9K
CAS
400
Coppell Advisory Solutions
Texas
$11.9K +$10.9K +174 New