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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
CCA
176
Clearwater Capital Advisors
Illinois
$805K -$314 -5 -0%
Truist Financial
177
Truist Financial
North Carolina
$800K +$207K +3,291 +39%
SWM
178
Spire Wealth Management
Virginia
$773K -$97.5K -1,551 -12%
AA
179
Aire Advisors
California
$758K +$1.89K +30 +0.3%
KWS
180
Keystone Wealth Services
California
$757K +$8.36K +133 +1%
IF
181
Ironwood Financial
Arizona
$751K -$692 -11 -0.1%
E
182
ETFidea
New York
$748K +$75.7K +1,203 +12%
BSW
183
Buckingham Strategic Wealth
Missouri
$746K +$14.7K +234 +2%
CA
184
Cetera Advisors
Colorado
$733K -$48.4K -769 -7%
MIA
185
MMBG Investment Advisors
Florida
$728K
SPIA
186
Steward Partners Investment Advisory
New York
$724K +$25.5K +406 +4%
SFPG
187
Stonebridge Financial Planning Group
Florida
$723K -$28.3K -450 -4%
PCH
188
PGIM Custom Harvest
New Jersey
$723K +$667K +10,603 New
EIP
189
Ellis Investment Partners
Pennsylvania
$719K +$943 +15 +0.1%
IDA
190
Intelligence Driven Advisers
California
$712K -$15.8K -252 -2%
HA
191
Hanover Advisors
South Carolina
$709K +$654K +10,400 New
OBWG
192
Onyx Bridge Wealth Group
New York
$695K
MCM
193
MAI Capital Management
Ohio
$687K +$52.5K +834 +9%
T
194
TNF
Montana
$682K -$189 -3 -0%
MIH
195
Meitav Investment House
Israel
$678K
DAS
196
Dynamic Advisor Solutions
Arizona
$675K -$21.6K -343 -3%
CG
197
Cynosure Group
Utah
$655K
BMA
198
Brooks Moore & Associates
Tennessee
$648K
BWM
199
Bulltick Wealth Management
Florida
$631K +$582K +9,248 New
SWA
200
Strategies Wealth Advisors
Michigan
$620K