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iShares Expanded Tech Sector ETF
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Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
226
International Assets Investment Management
Florida
$246K +$246K +3,294 New
CIA
227
Concurrent Investment Advisors
Florida
$244K +$244K +3,264 New
TFM
228
TFC Financial Management
Massachusetts
$240K – – –
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$238K +$238K +3,192 New
SC
230
Savant Capital
Illinois
$237K +$448 +6 +0.2%
GVAG
231
Great Valley Advisor Group
Delaware
$234K +$234K +3,126 New
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K – – –
PI
233
PFG Investments
New York
$226K +$226K +3,030 New
ATPW
234
Ashton Thomas Private Wealth
Arizona
$226K +$226K +3,030 New
LA
235
LM Advisors
California
$224K +$224K +3,000 New
DWM
236
Dakota Wealth Management
Florida
$224K +$224K +3,000 New
WAM
237
WNY Asset Management
New York
$224K +$224K +3,000 New
SCA
238
Snowden Capital Advisors
New York
$223K +$223K +2,982 New
TFS
239
Thoroughbred Financial Services
Tennessee
$222K +$222K +2,976 New
FAIM
240
Financial Advocates Investment Management
Washington
$220K +$220K +2,946 New
CL
241
Choreo LLC
Illinois
$218K -$82.9K -1,110 -28%
EA
242
Everpar Advisors
Oklahoma
$218K +$218K +2,922 New
WCWM
243
Willow Creek Wealth Management
California
$214K +$214K +2,862 New
WIM
244
Westside Investment Management
California
$212K – – –
GIA
245
Gladstone Institutional Advisory
Florida
$211K +$211K +2,820 New
BFG
246
Beacon Financial Group
Texas
$205K +$205K +2,742 New
BONH
247
Bank of New Hampshire
New Hampshire
$193K – – –
EWP
248
Elevation Wealth Partners
California
$178K – – –
CNBTD
249
Citizens National Bank Trust Department
Mississippi
$143K – – –
WT
250
Whittier Trust
California
$137K – – –
8 9
10
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