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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.

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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.57M -$305K -5,406 -3%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$7.49M -$4.75K -84 -0.1%
Mariner
28
Mariner
Kansas
$6.7M -$410K -7,254 -6%
CW
29
CIC Wealth
Maryland
$6.61M -$176K -3,120 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.94M -$61.1K -1,080 -1%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$5.86M -$176K -3,108 -3%
MWM
32
Meridian Wealth Management
Kentucky
$5.77M – – –
Citadel Advisors
33
Citadel Advisors
Florida
$5.62M +$3.06M +54,060 +119%
Truist Financial
34
Truist Financial
North Carolina
$5.04M -$663K -11,724 -12%
WLIM
35
White Lighthouse Investment Management
Massachusetts
$4.83M +$294K +5,196 +6%
SWM
36
Shelton Wealth Management
Texas
$4.68M +$31.6K +558 +0.7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.65M -$163K -2,880 -3%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$4.59M -$23.1K -408 -0.5%
SC
39
Scotia Capital
Ontario, Canada
$4.49M -$105K -1,860 -2%
AF
40
Apexium Financial
Texas
$4.48M -$134K -2,364 -3%
WCM
41
WealthBridge Capital Management
Ohio
$4.04M +$18K +318 +0.4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.87M -$56K -990 -1%
Deutsche Bank
43
Deutsche Bank
Germany
$3.77M – – –
EWA
44
EP Wealth Advisors
California
$3.7M +$3.7M +454,920 New
NA
45
NewEdge Advisors
Louisiana
$3.64M -$60.7K -1,074 -2%
BBVA
46
Banco Bilbao Vizcaya Argentaria
Spain
$3.63M -$1.68M -29,712 -32%
AMG
47
Asset Management Group
Connecticut
$3.44M +$3.39K +60 +0.1%
AFC
48
AFT Forsyth & Company
Florida
$3.36M +$2.38K +42 +0.1%
HWM
49
HB Wealth Management
Georgia
$3.27M +$1.73M +30,570 +112%
TW
50
Transform Wealth
Colorado
$3.04M +$400K +7,068 +15%
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