iShares US Tech Breakthrough Multisector ETF
TECB
34 hedge funds and large institutions have $279M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $247M → $279M (+$31.7M)
8% more ownership
Funds ownership: 84.47% → 92.47% (+8%)
6% more funds holding
Funds holding: 32 → 34 (+2)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$24M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$417K |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$125K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$87.3K |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$639K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$512K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$416K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWP
26
WR Wealth Planners
Columbia,
Missouri
| $4.4K | – | – | – |
|
|
MRCM
27
M&R Capital Management
Summit,
New Jersey
| $3.66K | +$3.73K | +134 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.18K | – | – | – |
|
|
FHA
29
First Horizon Advisors
Memphis,
Tennessee
| $656 | – | – | – |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| $628 | +$639 | +23 | New |
|
|
HS
31
Horan Securities
Cincinnati,
United States
| $385 | – | – | – |
|
|
TCWA
32
Ten Capital Wealth Advisors
Spokane,
Washington
| $246 | – | – | – |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $36 | +$36.6K | +1,315 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $27 | -$6.39K | -230 | -100% |
|
|
PVH
35
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$639K | -24,436 | Closed |
|
|
RCS
36
Retirement Capital Strategies
San Jose,
California
| – | -$512K | -19,578 | Closed |
|
|
ACA
37
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$6K | -233 | Closed |
|
|
VNA
38
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -37 | Closed |
|
TECB Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q4 2022, worth a combined $279M — up 13% from $247M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TECB positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $24M. The largest seller was Susquehanna International Group, cutting an estimated $1.15M.
- 34 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $279M of iShares US Tech Breakthrough Multisector ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 7 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $24M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q4 2022 was Susquehanna International Group, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2022.