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iShares Expanded Tech Sector ETF
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Overview Fund Activity

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$144M
2
Bank of America
Bank of America
North Carolina
$164M
3
Wolverine Trading
Wolverine Trading
Illinois
$9.74M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.8M
5
LPL Financial
LPL Financial
California
$39.8M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$10.6M
2
EH
Equitable Holdings
New York
$145M
3
SW
SteelPeak Wealth
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$19.6M
5
Morgan Stanley
Morgan Stanley
New York
$92.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
276
Cornerstone Planning Group
New Jersey
$5.73K – – –
BWM
277
Baystate Wealth Management
Massachusetts
$5.35K +$5.35K +84 New
FFA
278
Founders Financial Alliance
North Carolina
$4.63K – – –
CPA
279
Cardiff Park Advisors
California
$4.24K – – –
NC
280
NewSquare Capital
Pennsylvania
$3.82K -$3.06K -48 -44%
AF
281
Advisornet Financial
Minnesota
$3.82K – – –
HI
282
Horizon Investments
North Carolina
$2.68K -$382 -6 -13%
GIA
283
Goodwin Investment Advisory
Georgia
$2.29K – – –
LFG
284
Larson Financial Group
Missouri
$1.92K +$1.92K +30 New
SW
285
SteelPeak Wealth
California
– -$8.47M -129,402 Closed
AT
286
American Trust
Kentucky
– -$698K -82,824 Closed
GIA
287
Gladstone Institutional Advisory
Florida
– -$4.38M -66,912 Closed
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
– -$2.59M -39,618 Closed
SC
289
Soundwatch Capital
Connecticut
– -$401K -38,478 Closed
BFS
290
Bard Financial Services
Connecticut
– -$737K -11,250 Closed
SHFP
291
Second Half Financial Partners
Florida
– -$718K -10,962 Closed
VAS
292
Vestmark Advisory Solutions
Massachusetts
– -$613K -9,366 Closed
Simplex Trading
293
Simplex Trading
Illinois
– -$544K -8,322 Closed
T
294
TCWP
Ohio
– -$545K -8,316 Closed
ORI
295
Oak Ridge Investments
Illinois
– -$395K -6,036 Closed
Jane Street
296
Jane Street
New York
– -$369K -5,628 Closed
SI
297
Saxon Interests
Texas
– -$357K -5,454 Closed
CI
298
CX Institutional
Indiana
– -$240K -3,666 Closed
MFA
299
Mayflower Financial Advisors
Massachusetts
– -$230K -3,510 Closed
DWM
300
Dakota Wealth Management
Florida
– -$218K -3,330 Closed
9 10 11
12
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