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iShares Expanded Tech Sector ETF
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Overview Fund Activity

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$123M
2
GAG
2
GM Advisory Group
New York
$15.1M
3
Cerity Partners
3
Cerity Partners
New York
$67.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.21M
5
EWA
5
EP Wealth Advisors
California
$3.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.6M
2
EH
2
Equitable Holdings
New York
$139M
3
Bank of America
3
Bank of America
North Carolina
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.5M
5
UBS Group
5
UBS Group
Switzerland
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.5K – – –
CSWM
252
Cassady Schiller Wealth Management
Ohio
$8.52K – – –
VWM
253
Venturi Wealth Management
Texas
$8.48K +$8.48K +150 New
AIC
254
Archer Investment Corporation
Indiana
$6.45K – – –
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$6.45K – – –
NC
256
NewSquare Capital
Pennsylvania
$6.11K +$6.11K +108 New
AAS
257
Ameritas Advisory Services
Nebraska
$5.67K +$5.67K +102 New
FFA
258
Founders Financial Alliance
North Carolina
$4.1K – – –
CPA
259
Cardiff Park Advisors
California
$3.77K – – –
AF
260
Advisornet Financial
Minnesota
$3.39K – – –
HI
261
Horizon Investments
North Carolina
$2.72K +$2.72K +48 New
GIA
262
Goodwin Investment Advisory
Georgia
$2.04K – – –
SMFG
263
Sumitomo Mitsui Financial Group
Japan
– -$1.43M -30,600 Closed
FA
264
Fiducient Advisors
Illinois
– -$750K -16,080 Closed
Renaissance Technologies
265
Renaissance Technologies
New York
– -$504K -10,800 Closed
Jane Street
266
Jane Street
New York
– -$482K -10,326 Closed
PCA
267
Prosperity Capital Advisors
Ohio
– -$281K -6,030 Closed
GIS
268
Grayhawk Investment Strategies
Alberta, Canada
– -$27.3K -5,862 Closed
LCWP
269
Legacy Capital Wealth Partners
Arkansas
– -$223K -4,770 Closed
CMS
270
Capital Market Strategies
Florida
– -$211K -4,530 Closed
PCA
271
Providence Capital Advisors
North Carolina
– -$116K -2,490 Closed
USCWA
272
U.S. Capital Wealth Advisors
Texas
– -$73.9K -1,584 Closed
Belvedere Trading
273
Belvedere Trading
Illinois
– -$42.3K -906 Closed
LFA
274
LGT Financial Advisors
Texas
– -$42K -900 Closed
IIL
275
Insight Inv LLC
California
– -$36.4K -780 Closed
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