iShares US Tech Breakthrough Multisector ETF
TECB
74 hedge funds and large institutions have $306M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
4% more funds holding
Funds holding: 71 → 74 (+3)
1% more capital invested
Capital invested by funds: $303M → $306M (+$3.16M)
1.5% less ownership
Funds ownership: 71.72% → 70.22% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$1.09M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.09M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$1.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$767K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$12.2M |
| 2 |
Jane Street
New York
|
-$1.61M |
| 3 |
Goldman Sachs
New York
|
-$1.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$759K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$318K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Goldman Sachs
New York
| – | -$1.14M | -22,217 | Closed |
|
|
AFP
77
Alpha Financial Partners
Lexington,
Kentucky
| – | -$305K | -5,962 | Closed |
|
78
Millennium Management
New York
| – | -$220K | -4,301 | Closed |
|
|
BTI
79
Blue Trust Inc
Alpharetta,
Georgia
| – | -$44.9K | -891 | Closed |
|
|
DI
80
DAGCO Inc
Westlake,
Ohio
| – | -$10.7K | -209 | Closed |
|
|
WWP
81
WR Wealth Planners
Columbia,
Missouri
| – | -$8.25K | -161 | Closed |
|
|
RWM
82
Reston Wealth Management
Reston,
Virginia
| – | -$5.24K | -102 | Closed |
|
TECB Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q4 2024, worth a combined $306M — up 1% from $303M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TECB positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Trek Financial, adding an estimated $1.09M. The largest seller was Financial Engines Advisors, cutting an estimated $12.2M.
- 74 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q4 2024, up from 71 in Q3 2024.
- Funds reported $306M of iShares US Tech Breakthrough Multisector ETF stock for Q4 2024, up 1% quarter-over-quarter.
- 14 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q4 2024 and 8 closed out, a net change of +6 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q4 2024 was Trek Financial, an estimated $1.09M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2024.