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iShares Global Tech ETF

106 hedge funds and large institutions have $246M invested in iShares Global Tech ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $224M → $246M (+$22.9M)

3% more funds holding

Funds holding: 103106 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11.09% less ownership

Funds ownership: 185.82%174.73% (-11%)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Advisors Preferred
Maryland
$239K +$229K +12,960 New
PPCM
77
Pillar Pacific Capital Management
California
$232K -$50.3K -2,850 -18%
SWP
78
Stratos Wealth Partners
Ohio
$227K +$217K +12,294 New
EHC
79
Everett Harris & Co
California
$222K -$26.5K -1,500 -11%
VFA
80
Voya Financial Advisors
Connecticut
$213K +$205K +11,592 New
JMPWA
81
JP Morgan Private Wealth Advisors
California
$203K +$195K +11,016 New
CGL
82
Clarius Group LLC
Washington
$188K +$180K +10,200 New
WT
83
Whittier Trust
California
$182K
Creative Planning
84
Creative Planning
Kansas
$113K +$29.1K +1,650 +37%
NFG
85
Next Financial Group
Texas
$100K
CCM
86
Cribstone Capital Management
Maine
$98K
JFGIW
87
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K
CWM
88
Concert Wealth Management
California
$95K
IA
89
IFP Advisors
Florida
$79K -$63.3K -3,582 -45%
Mariner
90
Mariner
Kansas
$72K +$69.4K +3,930 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$66K
SEI Investments
92
SEI Investments
Pennsylvania
$64K +$61K +3,456 New
CLOS
93
Compagnie Lombard Odier SCmA
Switzerland
$38K
US Bancorp
94
US Bancorp
Minnesota
$33K
CFA
95
Carroll Financial Associates
North Carolina
$33K +$5.3K +300 +20%
WAM
96
Wealthspire Advisors (Maryland)
Maryland
$30K
LWM
97
Lenox Wealth Management
Ohio
$25K
IWMPD
98
Integrated Wealth Management (Palm Desert)
California
$22K
CTC
99
Central Trust Company
Missouri
$17K
ASN
100
Advisory Services Network
Georgia
$13K