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iShares Global Tech ETF

368 hedge funds and large institutions have $3.52B invested in iShares Global Tech ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 128

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $3.46B → $3.52B (+$58.8M)

0.23% more ownership

Funds ownership: 413.01%413.24% (+0.23%)

1% less funds holding

Funds holding: 370368 (-2)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.14%
New
32
Increased
137
Reduced
128
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SteelPeak Wealth
California
$6.77M +$6.15M +120,162 +1,017%
HighTower Advisors
52
HighTower Advisors
Illinois
$6.75M -$11.4K -222 -0.2%
PAG
53
Private Advisor Group
New Jersey
$6.25M +$341K +6,654 +6%
SCM
54
SOL Capital Management
Maryland
$6.22M -$276K -5,400 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$5.97M -$10.9M -212,070 -66%
DE
56
Day & Ennis
Georgia
$5.96M +$567K +11,082 +11%
CWS
57
Cypress Wealth Services
California
$5.66M +$261K +5,106 +5%
BRWA
58
B. Riley Wealth Advisors
Florida
$5.62M +$1.49M +29,016 +36%
OWA
59
Outlook Wealth Advisors
Texas
$5.62M -$782K -15,270 -12%
JIC
60
Johnson Investment Counsel
Ohio
$5.59M -$399K -7,800 -7%
CIM
61
Cambria Investment Management
California
$5.51M -$748K -14,604 -12%
AAS
62
Avantax Advisory Services
Texas
$5.46M -$1.04M -20,226 -16%
EWG
63
Executive Wealth Group
Washington
$4.97M
HPC
64
Hobart Private Capital
North Carolina
$4.96M +$591K +11,550 +14%
BA
65
Bellwether Advisors
Nebraska
$4.92M -$102K -1,986 -2%
OAP
66
One Advisory Partners
Kansas
$4.9M -$236K -4,620 -5%
WP
67
WealthShield Partners
North Carolina
$4.66M +$732K +14,304 +19%
PS
68
Portfolio Strategies
New York
$4.58M -$50.4K -984 -1%
TSA
69
Tri-Star Advisors
Texas
$4.55M +$385K +7,530 +10%
BBHBI
70
B, B, H, & B Inc
Alabama
$4.54M +$152K +2,964 +3%
AWM
71
AE Wealth Management
Kansas
$4.47M +$267K +5,214 +6%
GIA
72
Goodwin Investment Advisory
Georgia
$4.38M +$377K +7,374 +9%
CFGS
73
Concourse Financial Group Securities
Alabama
$4.38M -$614 -12 -0%
Prudential Financial
74
Prudential Financial
New Jersey
$4.37M +$516K +10,086 +13%
SMG
75
Spectrum Management Group
Indiana
$4.2M +$221K +4,326 +6%