iShares US Tech Breakthrough Multisector ETF
TECB
9 hedge funds and large institutions have $329M invested in iShares US Tech Breakthrough Multisector ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and 3 closing their positions.
8,983% more capital invested
Capital invested by funds: $3.62M → $329M (+$325M)
200% more funds holding
Funds holding: 3 → 9 (+6)
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
17.82% more ownership
Funds ownership: 80.45% → 98.27% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$274M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$23.8M |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$922K |
| 4 |
Jane Street
New York
|
+$254K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$29.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.38M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$244K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Financial Engines Advisors
Santa Clara,
California
| $302M | +$274M | +10,357,254 | New |
|
|
RCS
2
Retirement Capital Strategies
San Jose,
California
| $26.1M | +$23.8M | +897,110 | New |
|
|
SSWM
3
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $1.01M | +$922K | +34,823 | New |
|
|
4
Jane Street
New York
| $279K | +$254K | +9,593 | New |
|
|
PCIA
5
Prime Capital Investment Advisors
Overland Park,
Kansas
| $32K | +$29.5K | +1,112 | New |
|
6
UBS Group
Zurich,
Switzerland
| $7K | +$6.62K | +250 | New |
|
|
VFA
7
Valeo Financial Advisors
Carmel,
Indiana
| $5K | +$4.42K | +167 | New |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $5K | +$4.82K | +182 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$3.47K | +131 | New |
|
|
10
BlackRock
New York
| – | -$3.38M | -150,000 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$244K | -10,827 | Closed |
|
|
SFS
12
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$2K | -73 | Closed |
|
TECB Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q2 2020, worth a combined $329M — up 8,983% from $3.62M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TECB positions and 3 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $274M. The largest seller was BlackRock, exiting entirely with an estimated $3.38M sold.
- 9 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q2 2020, up from 3 in Q1 2020.
- Funds reported $329M of iShares US Tech Breakthrough Multisector ETF stock for Q2 2020, up 8,983% quarter-over-quarter.
- 9 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q2 2020 and 3 closed out, a net change of +6 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $274M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q2 2020 was BlackRock, an estimated $3.38M sold.
Based on aggregated 13F filings for Q2 2020.