iShares US Tech Breakthrough Multisector ETF
TECB
22 hedge funds and large institutions have $326M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
22% more funds holding
Funds holding: 18 → 22 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.09% less ownership
Funds ownership: 95.68% → 95.59% (-0.09%)
2% less capital invested
Capital invested by funds: $335M → $326M (-$8.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$567K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$333K |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$269K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$11.3M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.01M |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$642K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$272K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$47.4K |
TECB Hedge Fund Activity: Q1 2021 in Review
22 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q1 2021, worth a combined $326M — down 2.5% from $335M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TECB positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.01M. The largest seller was Financial Engines Advisors, cutting an estimated $11.3M.
- 22 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q1 2021, up from 18 in Q4 2020.
- Funds reported $326M of iShares US Tech Breakthrough Multisector ETF stock for Q1 2021, down 2.5% quarter-over-quarter.
- 5 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q1 2021 and 1 closed out, a net change of +4 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $1.01M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2021.