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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
PWMG
201
Provence Wealth Management Group
California
$609K +$187K +2,972 +50%
SB
202
Sunflower Bank
Texas
$606K
MMA
203
Miracle Mile Advisors
California
$606K -$134K -2,134 -19%
LCM
204
Lunt Capital Management
Utah
$605K -$28.9K -459 -5%
SPW
205
Sonoma Private Wealth
California
$600K -$25.3K -402 -4%
OIA
206
OneDigital Investment Advisors
Kansas
$581K -$46.4K -738 -8%
AG
207
Ascent Group
Virginia
$576K +$496K +7,891 New
BTI
208
Blue Trust Inc
Georgia
$569K -$84.1K -1,337 -12%
MOS
209
MGO One Seven
Ohio
$557K +$247K +3,930 +93%
TF
210
Tompkins Financial
New York
$556K
IAIM
211
International Assets Investment Management
Florida
$552K -$73.5K -1,169 -13%
CVA
212
Central Valley Advisors
California
$547K +$505K +8,026 New
DWM
213
Dakota Wealth Management
Florida
$533K -$20.8K -330 -4%
CA
214
Continuum Advisory
Idaho
$530K +$268K +4,258 +122%
DADC
215
D.A. Davidson & Co
Montana
$519K -$21.6K -344 -4%
IWM
216
IHT Wealth Management
Illinois
$519K +$11.6K +185 +2%
MWM
217
Mission Wealth Management
California
$517K
KeyBank National Association
218
KeyBank National Association
Ohio
$514K
WA
219
WealthTrust Axiom
Pennsylvania
$508K
IFG
220
Independent Financial Group
California
$505K +$133K +2,117 +40%
EHC
221
Everett Harris & Co
California
$487K
JIP
222
Jaffetilchin Investment Partners
Florida
$475K -$818 -13 -0.2%
PWA
223
Physician Wealth Advisors
Utah
$468K -$6.23K -99 -1%
CB
224
Commerce Bank
Missouri
$464K +$428K +6,808 New
TSWM
225
Tyler-Stone Wealth Management
Ohio
$453K -$20.6K -328 -5%