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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
CWM
101
Certus Wealth Management
California
$1.96M +$176K +2,798 +11%
RSWM
102
Robertson Stephens Wealth Management
California
$1.95M -$15.9K -253 -0.9%
CL
103
Choreo LLC
Illinois
$1.92M +$24.5K +390 +1%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$1.86M -$16.4K -260 -0.9%
PG
105
Patten Group
Tennessee
$1.86M +$7.55K +120 +0.4%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$11.2K -178 -0.7%
NAM
107
NTV Asset Management
West Virginia
$1.84M
KFGK
108
Keystone Financial Group (Kentucky)
Kentucky
$1.83M -$182K -2,891 -10%
FCH
109
Freestone Capital Holdings
Washington
$1.77M -$11.4K -182 -0.7%
VF
110
VitalStone Financial
Texas
$1.77M -$127K -2,023 -7%
MPW
111
MA Private Wealth
California
$1.75M -$101K -1,612 -6%
4WM
112
4J Wealth Management
Virginia
$1.75M -$15.4K -245 -0.9%
SMWM
113
Silvia McColl Wealth Management
California
$1.75M -$25.2K -400 -2%
SHJ
114
Sharkey, Howes & Javer
Colorado
$1.74M -$315K -5,015 -16%
AF
115
Apexium Financial
Texas
$1.74M -$28.3K -450 -2%
BBP
116
Banco BTG Pactual
Brazil
$1.71M +$88K +1,400 +6%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$1.67M +$312K +4,960 +25%
SFG
118
Summit Financial Group
West Virginia
$1.67M
BRWA
119
B. Riley Wealth Advisors
Florida
$1.65M -$109K -1,739 -7%
GCA
120
Greenwood Capital Associates
South Carolina
$1.59M +$1.47M +23,329 New
SFS
121
Sowell Financial Services
Arkansas
$1.59M +$19.6K +312 +1%
CIC
122
Carnegie Investment Counsel
Ohio
$1.56M -$8.18K -130 -0.6%
Renaissance Technologies
123
Renaissance Technologies
New York
$1.55M +$732K +11,646 +105%
Citigroup
124
Citigroup
New York
$1.51M -$82.1K -1,306 -6%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.44M -$40.1K -638 -3%