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iShares Global Tech ETF

389 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $162K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.58B → $1.84B (+$252M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 361389 (+28)

9.02% less ownership

Funds ownership: 58.64%49.62% (-9%)

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 143

Holders
389
Holders Change
+28
Holders Change %
+7.76%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
89
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$3.59M +$54K +952 +2%
Mariner
52
Mariner
Kansas
$3.58M +$70.9K +1,251 +2%
KAS
53
Kestra Advisory Services
Texas
$3.46M -$445K -7,850 -12%
CC
54
Courier Capital
New York
$3.42M +$61.7K +1,089 +2%
Stifel Financial
55
Stifel Financial
Missouri
$3.33M +$254K +4,484 +9%
CSWG
56
Cardinal Strategic Wealth Guidance
Kentucky
$3.25M -$44.7K -789 -1%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$3.18M -$232K -4,100 -7%
Bessemer Group
58
Bessemer Group
New Jersey
$3.11M -$1.44M -25,470 -34%
BWP
59
Bernardo Wealth Planning
Pennsylvania
$3.11M -$40.4K -712 -1%
PAG
60
Private Advisor Group
New Jersey
$3.06M -$135K -2,382 -5%
GT
61
Greenleaf Trust
Michigan
$2.97M
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.97M +$8.16K +144 +0.3%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$2.94M +$152K +2,689 +6%
FPW
64
Flagship Private Wealth
Massachusetts
$2.87M -$97K -1,712 -4%
NA
65
NewEdge Advisors
Louisiana
$2.87M +$125K +2,202 +5%
AWA
66
Arete Wealth Advisors
Illinois
$2.79M +$367K +6,467 +17%
SAM
67
SP Asset Management
California
$2.77M +$3.17K +56 +0.1%
MGWM
68
Marks Group Wealth Management
Minnesota
$2.75M +$76.7K +1,354 +3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$211K +3,718 +10%
MAM
70
Marotta Asset Management
Virginia
$2.64M +$2.4M +42,426 New
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$2.54M +$2.32M +40,915 New
D
72
Dentgroup
Louisiana
$2.46M +$314K +5,540 +16%
LRWA
73
Long Run Wealth Advisors
New York
$2.45M +$1.78M +31,333 +392%
4WM
74
4J Wealth Management
Virginia
$2.36M -$8.62K -152 -0.4%
SWP
75
Stratos Wealth Partners
Ohio
$2.35M -$57 -1 -0%