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iShares US Tech Breakthrough Multisector ETF

71 hedge funds and large institutions have $303M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more funds holding

Funds holding: 6771 (+4)

0.18% less ownership

Funds ownership: 71.89%71.72% (-0.18%)

0% less capital invested

Capital invested by funds: $304M → $303M (-$1.36M)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$536K +$10.5K +212 +2%
RJA
27
Raymond James & Associates
Florida
$477K -$8.59K -173 -2%
PI
28
PFG Investments
New York
$476K +$49.7K +1,002 +12%
AWS
29
Atria Wealth Solutions
New York
$453K -$18.6K -375 -4%
RFC
30
Regions Financial Corp
Alabama
$450K +$1.24K +25 +0.3%
TPW
31
Transatlantique Private Wealth
New York
$386K +$20K +404 +6%
Mariner
32
Mariner
Kansas
$382K -$23.8K -480 -6%
TRCT
33
Tower Research Capital (TRC)
New York
$368K +$73.1K +1,473 +26%
HighTower Advisors
34
HighTower Advisors
Illinois
$361K +$13.6K +275 +4%
UAG
35
United Advisor Group
Ohio
$346K +$51.7K +1,041 +18%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$322K +$312K +6,284 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$318K +$3.67K +74 +1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$306K -$725K -14,601 -71%
AFP
39
Alpha Financial Partners
Kentucky
$305K +$296K +5,962 New
EFG
40
Ehrlich Financial Group
California
$305K +$296K +5,962 New
ACP
41
Aviance Capital Partners
Florida
$257K +$347 +7 +0.1%
SFM
42
Signet Financial Management
New Jersey
$254K
Millennium Management
43
Millennium Management
New York
$220K -$40.8K -822 -16%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$164K +$42.3K +852 +36%
CTC
45
Central Trust Company
Missouri
$123K
Morgan Stanley
46
Morgan Stanley
New York
$114K +$3.42K +69 +3%
NA
47
NewEdge Advisors
Louisiana
$89K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$79.5K
AF
49
Allworth Financial
California
$48.7K -$2.98K -60 -6%
BTI
50
Blue Trust Inc
Georgia
$44.9K +$44.2K +891 New

TECB Hedge Fund Activity: Q3 2024 in Review

71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q3 2024, worth a combined $303M — down 0.45% from $304M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TECB positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.1M. The largest seller was Financial Engines Advisors, cutting an estimated $10.4M.

  • 71 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q3 2024, up from 67 in Q2 2024.
  • Funds reported $303M of iShares US Tech Breakthrough Multisector ETF stock for Q3 2024, down 0.45% quarter-over-quarter.
  • 10 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q3 2024 was Goldman Sachs, an estimated $1.1M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.