iShares US Tech Breakthrough Multisector ETF
TECB
40 hedge funds and large institutions have $404M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
38% more funds holding
Funds holding: 29 → 40 (+11)
9% more capital invested
Capital invested by funds: $372M → $404M (+$32M)
7.36% more ownership
Funds ownership: 85.53% → 92.89% (+7.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$26.2M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.03M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$387K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$319K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.17M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$808K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$306K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$252K |
TECB Hedge Fund Activity: Q4 2021 in Review
40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q4 2021, worth a combined $404M — up 8.6% from $372M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TECB positions and 4 closed out — a net gain of 11 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $26.2M. The largest seller was LPL Financial, cutting an estimated $1.25M.
- 40 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q4 2021, up from 29 in Q3 2021.
- Funds reported $404M of iShares US Tech Breakthrough Multisector ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
- 15 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $26.2M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q4 2021 was LPL Financial, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2021.