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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
UBS Group
51
UBS Group
Switzerland
$26.4K +$25.6K +515 New
PB
52
Pinnacle Bancorp
Nebraska
$23.8K
GRP
53
Global Retirement Partners
California
$19.7K
TCM
54
Tradewinds Capital Management
Washington
$19K
TCM
55
TD Capital Management
Tennessee
$18.1K
US Bancorp
56
US Bancorp
Minnesota
$17.4K
HBW
57
Hazlett, Burt & Watson
West Virginia
$15K
SIS
58
Sound Income Strategies
Florida
$13.6K
CA
59
Clearstead Advisors
Ohio
$12.6K
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$11.5K
CA
61
CoreCap Advisors
Michigan
$11.4K -$2.73K -55 -20%
DI
62
DAGCO Inc
Ohio
$10.7K
BlackRock
63
BlackRock
New York
$8.5K
WWP
64
WR Wealth Planners
Missouri
$8.25K
MRCM
65
M&R Capital Management
New Jersey
$6.88K
RWM
66
Reston Wealth Management
Virginia
$5.24K +$5.06K +102 New
ACA
67
Aptus Capital Advisors
Alabama
$4.51K +$4.37K +88 New
JP Morgan Chase
68
JP Morgan Chase
New York
$3.69K
PFM
69
Phillips Financial Management
Indiana
$2.87K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.2K
AWM
71
Avior Wealth Management
Nebraska
$1.79K +$1.74K +35 New
CPC
72
Consolidated Planning Corp
Georgia
-$240K -4,760 Closed
GI
73
Gradient Investments
Minnesota
-$8.22K -163 Closed
TWP
74
Triad Wealth Partners
Kansas
-$5.14K -102 Closed
HIA
75
Harbor Investment Advisory
Maryland
-$5.04K -100 Closed

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.