iShares US Tech Breakthrough Multisector ETF
TECB
18 hedge funds and large institutions have $335M invested in iShares US Tech Breakthrough Multisector ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0.37% more ownership
Funds ownership: 95.32% → 95.68% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more capital invested
Capital invested by funds: $335M → $335M (+$2.51K)
5% less funds holding
Funds holding: 19 → 18 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$259K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$210K |
| 3 |
AC
Abbrea Capital
Greenbrae,
California
|
+$209K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$98.4K |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$65.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$28.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.44M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$935K |
| 4 |
Goldman Sachs
New York
|
-$213K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$197K |
TECB Hedge Fund Activity: Q4 2020 in Review
18 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q4 2020, worth a combined $335M — up 0% from $335M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TECB and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $259K. The largest seller was Financial Engines Advisors, cutting an estimated $28.8M.
- 18 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q4 2020, down from 19 in Q3 2020.
- Funds reported $335M of iShares US Tech Breakthrough Multisector ETF stock for Q4 2020, up 0% quarter-over-quarter.
- 4 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q4 2020 and 5 closed out, a net change of -1 holder.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $259K added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2020.