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iShares Expanded Tech Sector ETF
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Overview Fund Activity

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.29%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.7M
2
BJ
2
Brouwer & Janachowski
California
$55.4M
3
AWM
3
Apollon Wealth Management
South Carolina
$11.6M
4
CTI
4
Community Trust & Investment
Kentucky
$6.88M
5
KNW
5
Kesler Norman & Wride
Utah
$6.42M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$13.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
Bank of America
5
Bank of America
North Carolina
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$10.7M 30,683 -1,064 -3%
KFS
27
Kelly Financial Services
Massachusetts
$10.4M 29,653 -2,543 -8%
B
28
Bailard
California
$10.3M 29,306 -950 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$10M 28,685 -1,230 -4%
HGWM
30
Horst & Graben Wealth Management
Oregon
$9.16M 26,174 -905 -3%
LFS
31
Legacy Financial Strategies
Kansas
$8.22M 23,482 +2 +0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.8M 22,307 -3,108 -12%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$7.55M 21,577 -286 -1%
PAI
34
Pittenger & Anderson Inc
Nebraska
$7.44M 21,265 -125 -0.6%
CTI
35
Community Trust & Investment
Kentucky
$6.88M 19,665 +19,665 New
PBCM
36
Point Break Capital Management
Florida
$6.75M 19,280 -4,820 -20%
KNW
37
Kesler Norman & Wride
Utah
$6.42M 18,356 +18,356 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$6.03M 17,241 +3,510 +26%
MWM
39
Meridian Wealth Management
Kentucky
$5.98M 17,083 +17,083 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.96M 17,033 +803 +5%
MIAN
41
Mariner Independent Advisor Network
Kansas
$5.56M 15,898 -1,634 -9%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5.44M 13,457 – –
WLIM
43
White Lighthouse Investment Management
Massachusetts
$5.38M 15,379 -720 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$5.07M 14,482 -6,696 -32%
WCM
45
WealthBridge Capital Management
Ohio
$4.98M 14,223 +1,001 +8%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$4.84M 13,832 -168 -1%
AF
47
Apexium Financial
Texas
$4.47M 12,789 -685 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$4.42M 12,624 -2,845 -18%
Deutsche Bank
49
Deutsche Bank
Germany
$4.03M 11,512 – –
PWM
50
Provident Wealth Management
Tennessee
$3.92M 11,209 -143 -1%
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