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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
Fidelity International
26
Fidelity International
Bermuda
$11.8M +$2.02M +32,103 +23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$10.6M +$2.99M +47,564 +44%
RJA
28
Raymond James & Associates
Florida
$9.18M -$118K -1,881 -1%
M&T Bank
29
M&T Bank
New York
$8.8M -$17.4K -276 -0.2%
IWC
30
Integrated Wealth Concepts
Massachusetts
$7.97M +$1.68M +26,772 +30%
SGWM
31
Sterling Group Wealth Management
California
$7.73M +$318K +5,055 +5%
JIC
32
Johnson Investment Counsel
Ohio
$7.36M -$101K -1,607 -1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$7.36M -$3.73M -59,274 -36%
SC
34
Slow Capital
California
$7.13M -$435K -6,915 -6%
VCS
35
Vaughan & Co Securities
New Jersey
$7.06M -$401K -6,376 -6%
RF
36
Rollins Financial
Georgia
$6.79M +$46.6K +741 +0.7%
RFA
37
Rollins Financial Advisors
New York
$6.79M +$6.26M +99,602 New
EWG
38
Executive Wealth Group
Washington
$6.47M -$50.6K -804 -0.8%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.43M -$339K -5,395 -5%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$5.96M +$877K +13,941 +19%
CAN
41
Cetera Advisor Networks
California
$5.89M -$267K -4,249 -5%
SCM
42
SOL Capital Management
Maryland
$5.86M -$52.5K -835 -1%
AAS
43
Avantax Advisory Services
Texas
$5.75M -$215K -3,426 -4%
AWS
44
Atria Wealth Solutions
New York
$5.72M +$585K +9,307 +12%
RG
45
Rathbones Group
United Kingdom
$5.7M -$88.7K -1,410 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$5.06M -$106K -1,686 -2%
CBFP
47
Cedar Brook Financial Partners
Ohio
$5.01M +$27.3K +434 +0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$4.91M +$437K +6,947 +11%
CSWG
49
Cardinal Strategic Wealth Guidance
Kentucky
$4.89M +$1.3M +20,599 +40%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$4.76M -$3.77K -60 -0.1%