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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
Stifel Financial
51
Stifel Financial
Missouri
$4.61M +$200K +3,186 +5%
Mariner
52
Mariner
Kansas
$4.5M +$255K +4,057 +7%
BA
53
Bellwether Advisors
Nebraska
$4.48M -$25.8K -410 -0.6%
BBVA
54
Banco Bilbao Vizcaya Argentaria
Spain
$4.43M +$16.6K +264 +0.4%
AWM
55
AE Wealth Management
Kansas
$4.23M +$1.41M +22,404 +61%
KAS
56
Kestra Advisory Services
Texas
$4.06M +$62.1K +987 +2%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$3.88M -$7.78M -123,656 -68%
ACP
58
Aveo Capital Partners
Colorado
$3.86M +$3.56M +56,634 New
FAIM
59
Financial Advocates Investment Management
Washington
$3.83M +$3.1M +49,264 New
CIBC World Market
60
CIBC World Market
Ontario, Canada
$3.76M +$320K +5,081 +10%
CC
61
Courier Capital
New York
$3.74M
MGWM
62
Marks Group Wealth Management
Minnesota
$3.61M +$1.57M +24,913 +89%
TA
63
Tactive Advisors
Florida
$3.6M +$3.32M +52,822 New
PAG
64
Private Advisor Group
New Jersey
$3.55M +$223K +3,539 +7%
LRWA
65
Long Run Wealth Advisors
New York
$3.53M +$41.7K +663 +1%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.53M +$20.5K +326 +0.6%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.52M -$379K -6,033 -10%
NA
68
NewEdge Advisors
Louisiana
$3.5M +$293K +4,661 +10%
PI
69
PineBridge Investments
New York
$3.32M +$3.06M +48,709 New
GT
70
Greenleaf Trust
Michigan
$3.25M
FPW
71
Flagship Private Wealth
Massachusetts
$3.22M +$51.3K +816 +2%
PP
72
Prudential plc
United Kingdom
$3.2M +$2.96M +47,000 New
SWP
73
Stratos Wealth Partners
Ohio
$3.12M +$304K +4,830 +12%
WP
74
WealthSource Partners
California
$3.08M -$470K -7,469 -14%
AWA
75
Arete Wealth Advisors
Illinois
$3.06M +$18K +286 +0.6%