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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
BRWA
101
B. Riley Wealth Advisors
Florida
$1.64M -$206K -3,628 -12%
FCH
102
Freestone Capital Holdings
Washington
$1.64M -$121K -2,139 -8%
SMWM
103
Silvia McColl Wealth Management
California
$1.62M
FANJ
104
Financial Architects (New Jersey)
New Jersey
$1.55M +$1.3K +23 +0.1%
SFG
105
Summit Financial Group
West Virginia
$1.53M
HSBC Holdings
106
HSBC Holdings
United Kingdom
$1.49M +$159K +2,800 +13%
BBP
107
Banco BTG Pactual
Brazil
$1.48M +$87.8K +1,550 +7%
SFS
108
Sowell Financial Services
Arkansas
$1.47M +$1.34M +23,692 New
SCA
109
Snowden Capital Advisors
New York
$1.45M -$37.3K -659 -3%
Citigroup
110
Citigroup
New York
$1.37M -$89.9K -1,587 -7%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$1.36M -$114K -2,004 -8%
KA
112
Kovack Advisors
Florida
$1.36M +$7.76K +137 +0.6%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$1.29M -$336K -5,936 -22%
FRA
114
Front Row Advisors
California
$1.27M
US Bancorp
115
US Bancorp
Minnesota
$1.27M -$179K -3,150 -13%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1.25M -$2.66K -47 -0.2%
MBT
117
Montecito Bank & Trust
California
$1.24M -$1.7K -30 -0.2%
Wealthfront Advisers
118
Wealthfront Advisers
California
$1.24M +$741K +13,068 +191%
DE
119
Day & Ennis
Georgia
$1.24M -$191K -3,366 -14%
EIA
120
Eldridge Investment Advisors
New Hampshire
$1.21M -$195K -3,449 -15%
FAM
121
Forte Asset Management
New York
$1.2M -$2.66K -47 -0.2%
PIMG
122
Patriot Investment Management Group
Tennessee
$1.17M
AWE
123
Avidian Wealth Enterprises
Texas
$1.16M +$135K +2,383 +15%
MCC
124
Money Concepts Capital
Florida
$1.15M -$16.3M -287,264 -94%
EH
125
Equitable Holdings
New York
$1.13M -$49.9K -881 -5%