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iShares Expanded Tech Sector ETF

504 hedge funds and large institutions have $4.21B invested in iShares Expanded Tech Sector ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

1% less funds holding

Funds holding: 509504 (-5)

3.78% less ownership

Funds ownership: 55.72%51.94% (-3.8%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less capital invested

Capital invested by funds: $4.92B → $4.21B (-$707M)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

Holders
504
Holders Change
-5
Holders Change %
-0.98%
% of All Funds
6.21%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
51
Increased
136
Reduced
168
Closed
47
Calls
$21.1M
Puts
Net Calls
+$21.1M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$34.1M +$921K +7,323 +3%
LFS
27
Legacy Financial Strategies
Kansas
$30.3M +$147K +1,165 +0.5%
AF
28
Allworth Financial
California
$27.6M -$198K -1,576 -0.7%
Lido Advisors
29
Lido Advisors
California
$27.2M -$753K -5,986 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$25.8M +$883K +7,017 +3%
Goldman Sachs
31
Goldman Sachs
New York
$22.5M -$1.56M -12,393 -6%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$18.4M -$1.74M -13,813 -9%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$17.9M -$5.34M -42,446 -22%
B
34
Bailard
California
$16.1M +$713K +5,665 +4%
Mariner
35
Mariner
Kansas
$15.4M -$284K -2,261 -2%
WLIM
36
White Lighthouse Investment Management
Massachusetts
$14.6M +$1.19M +9,468 +8%
MC
37
Mathes Company
New York
$14.6M -$10.1K -80 -0.1%
AssetMark Inc
38
AssetMark Inc
California
$14.6M +$2.24M +17,786 +17%
MML Investors Services
39
MML Investors Services
Massachusetts
$14.6M -$1.93M -15,332 -11%
HWM
40
HB Wealth Management
Georgia
$13.7M -$3.73M -29,683 -20%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$13.3M -$213K -1,694 -1%
SRWM
42
Shira Ridge Wealth Management
California
$13.3M +$2.73M +21,680 +24%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$12.7M -$31M -246,571 -70%
SA
44
Sanctuary Advisors
Indiana
$12.4M +$1.15M +9,169 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$12.3M -$3.71M -29,495 -22%
DWML
46
Decker Wealth Management LLC
Tennessee
$12.3M -$537K -4,270 -4%
Corient Private Wealth
47
Corient Private Wealth
Florida
$12.2M -$13.6M -107,969 -51%
SWP
48
Sagespring Wealth Partners
Tennessee
$12.2M -$1.01M -8,034 -7%
DWS
49
Dynamic Wealth Strategies
California
$12.1M +$328K +2,607 +3%
AWM
50
Apollon Wealth Management
South Carolina
$12M -$96.4K -766 -0.8%