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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
BCM
76
Beaumont Capital Management
Massachusetts
$3.06M +$2.82M +44,868 New
BWP
77
Bernardo Wealth Planning
Pennsylvania
$3.06M -$163K -2,596 -5%
WA
78
Waverly Advisors
Alabama
$3.04M +$6.54K +104 +0.2%
SAM
79
SP Asset Management
California
$3.04M +$3.9K +62 +0.1%
FC
80
FCA Corp
Texas
$2.96M -$1.74M -27,723 -39%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$68.1K -1,083 -3%
MAM
82
Marotta Asset Management
Virginia
$2.81M -$74.1K -1,179 -3%
NIWA
83
New Insight Wealth Advisors
California
$2.81M +$2.59M +41,179 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.78M -$424K -6,749 -14%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$2.57M -$233K -3,701 -9%
Creative Planning
86
Creative Planning
Kansas
$2.5M +$18.2K +290 +0.8%
DWM
87
Defined Wealth Management
Oregon
$2.47M +$1.64K +26 +0.1%
COCM
88
Charter Oak Capital Management
New Hampshire
$2.46M +$19.4K +309 +0.9%
Wealthfront Advisers
89
Wealthfront Advisers
California
$2.38M +$289K +4,593 +15%
SSB
90
Sandy Spring Bank
Maryland
$2.3M -$97.8K -1,555 -4%
WWM
91
Western Wealth Management
Colorado
$2.29M -$33K -524 -2%
PNAA
92
Pictet North America Advisors
Switzerland
$2.27M +$371K +5,895 +22%
GIA
93
Gladstone Institutional Advisory
Florida
$2.24M +$103K +1,631 +5%
PA
94
Pinnacle Associates
New York
$2.22M
EL
95
EQ LLC
Washington
$2.22M -$73.2K -1,164 -3%
Bessemer Group
96
Bessemer Group
New Jersey
$2.14M +$789K +12,550 +67%
AT
97
Arlington Trust
Alabama
$2.12M +$1.96M +31,100 New
PCA
98
Prosperity Capital Advisors
Ohio
$2.09M +$17K +271 +0.9%
D
99
Dentgroup
Louisiana
$2.05M -$526K -8,371 -22%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.96M +$27.7K +440 +2%