We are live on ! Find out more
TECB icon

iShares US Tech Breakthrough Multisector ETF

37 hedge funds and large institutions have $288M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3.66% more ownership

Funds ownership: 91.71%95.37% (+3.7%)

3% more funds holding

Funds holding: 3637 (+1)

17% less capital invested

Capital invested by funds: $349M → $288M (-$60.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$277M +$27.8M +893,071 +10%
SPC
2
Sigma Planning Corp
Michigan
$2.35M +$316K +10,183 +14%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.25M +$215K +6,921 +9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.57M +$1.74M +55,857 New
AWM
5
AE Wealth Management
Kansas
$1.13M +$132K +4,241 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$886K +$570K +18,355 +140%
RCS
7
Retirement Capital Strategies
California
$747K -$7.38M -237,551 -90%
TRCT
8
Tower Research Capital (TRC)
New York
$640K +$332K +10,669 +88%
Bank of America
9
Bank of America
North Carolina
$364K -$143K -4,585 -26%
BCM
10
Brasada Capital Management
Texas
$313K -$11.6K -373 -3%
SWA
11
Stratos Wealth Advisors
Ohio
$300K +$13.1K +423 +4%
CA
12
Cetera Advisors
Colorado
$218K
AC
13
Abbrea Capital
California
$215K
Osaic Holdings
14
Osaic Holdings
Arizona
$96K -$20.2K -651 -16%
Morgan Stanley
15
Morgan Stanley
New York
$55K +$12.5K +402 +26%
CA
16
CoreCap Advisors
Michigan
$33K +$36.2K +1,165 New
AF
17
Allworth Financial
California
$27K +$29.5K +950 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.35K +140 +21%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$21K -$7.68K -247 -25%
PB
20
Pinnacle Bancorp
Nebraska
$19K +$2.27K +73 +12%
IA
21
IFP Advisors
Florida
$13K
KA
22
Kozak & Associates
Colorado
$12K
APA
23
American Portfolios Advisors
New York
$9.2K
TCWM
24
Total Clarity Wealth Management
Illinois
$9K +$9.79K +315 New
ACA
25
Aptus Capital Advisors
Alabama
$7K +$7.24K +233 New

TECB Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q2 2022, worth a combined $288M — down 17% from $349M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TECB positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.8M. The largest seller was Retirement Capital Strategies, cutting an estimated $7.38M.

  • 37 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q2 2022, up from 36 in Q1 2022.
  • Funds reported $288M of iShares US Tech Breakthrough Multisector ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 7 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $27.8M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q2 2022 was Retirement Capital Strategies, an estimated $7.38M sold.

Based on aggregated 13F filings for Q2 2022.