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iShares Expanded Tech Sector ETF

168 hedge funds and large institutions have $775M invested in iShares Expanded Tech Sector ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

10% more capital invested

Capital invested by funds: $704M → $775M (+$70.5M)

7% more funds holding

Funds holding: 157168 (+11)

0.35% more ownership

Funds ownership: 255.18%255.53% (+0.35%)

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
3.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
34
Increased
52
Reduced
36
Closed
20
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.04M +$3.81M +100,014 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.88M +$3.2K +84 +0.1%
Lazard Asset Management
28
Lazard Asset Management
New York
$3.57M +$1.14K +30 +0%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51M +$160K +4,206 +5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.41M -$12.6K -330 -0.4%
GLLW
31
Graves Light Lenhart Wealth
Virginia
$3.4M
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$3.14M +$229 +6 +0%
PWM
33
Provident Wealth Management
Tennessee
$3.05M +$2.88M +75,612 New
CONA
34
Capital One National Association
New York
$2.98M +$2.81M +73,788 New
Deutsche Bank
35
Deutsche Bank
Germany
$2.76M
AMG
36
Asset Management Group
Connecticut
$2.71M -$36.6K -960 -1%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.51M -$1.6M -41,994 -40%
AFC
38
AFT Forsyth & Company
Florida
$2.46M +$11K +288 +0.5%
SC
39
Scotia Capital
Ontario, Canada
$2.42M +$138K +3,636 +6%
APW
40
Acima Private Wealth
Virginia
$2.34M
BUB
41
BBVA USA Bancshares
Texas
$2.32M -$4.57K -120 -0.2%
SA
42
Silversage Advisors
California
$2.25M +$2.13M +55,806 New
Citigroup
43
Citigroup
New York
$2.21M +$12.3K +324 +0.6%
PS
44
Portfolio Strategies
New York
$2.21M -$55.1K -1,446 -3%
TW
45
Transform Wealth
Colorado
$2.02M +$12.3K +324 +0.7%
MAP
46
Milestone Advisory Partners
North Carolina
$2.01M +$111K +2,904 +6%
CWA
47
Clarity Wealth Advisors
California
$1.89M +$1.79M +46,890 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.72M +$22.9K +600 +1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.72M +$1.37M +35,964 +540%
MIC
50
Meridian Investment Counsel
California
$1.71M -$229 -6 -0%