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iShares Expanded Tech Sector ETF
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Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
1
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
3
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
5
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
2
EP Wealth Advisors
California
$518K
3
DWM
3
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
5
Signature Estate & Investment Advisors
California
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
B
26
Bailard
California
$11.4M 174,024 -9,900 -5%
MC
27
Mathes Company
New York
$11.1M 169,050 +169,050 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$10.7M 164,094 +1,200 +0.7%
Osaic Holdings
29
Osaic Holdings
Arizona
$9.78M 149,448 -2,184 -1%
SW
30
SteelPeak Wealth
California
$8.47M 129,402 +129,402 New
CIBC World Market
31
CIBC World Market
Ontario, Canada
$8.47M 129,312 -3,162 -2%
Mariner
32
Mariner
Kansas
$8.08M 123,468 +5,022 +4%
Truist Financial
33
Truist Financial
North Carolina
$8.03M 122,640 +33,498 +38%
CW
34
CIC Wealth
Maryland
$7.54M 115,080 -1,776 -2%
Stifel Financial
35
Stifel Financial
Missouri
$7.16M 109,410 -70,212 -39%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$6.62M 101,058 -2,568 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$6.42M 98,100 -1,206 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.95M 90,906 +8,736 +11%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.85M 89,274 -121,566 -58%
WLIM
40
White Lighthouse Investment Management
Massachusetts
$5.54M 84,570 -846 -1%
AF
41
Apexium Financial
Texas
$5.4M 82,476 +3,300 +4%
MWM
42
Meridian Wealth Management
Kentucky
$4.82M 73,608 -28,356 -28%
Prudential Financial
43
Prudential Financial
New Jersey
$4.7M 71,778 +71,778 New
WCM
44
WealthBridge Capital Management
Ohio
$4.7M 71,742 +288 +0.4%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4.44M 67,758 -612 -0.9%
GIA
46
Gladstone Institutional Advisory
Florida
$4.38M 66,912 +66,912 New
Deutsche Bank
47
Deutsche Bank
Germany
$4.36M 66,660 – –
HWM
48
HB Wealth Management
Georgia
$4.3M 65,598 +7,752 +13%
SC
49
Scotia Capital
Ontario, Canada
$4.24M 64,794 -14,514 -18%
NA
50
NewEdge Advisors
Louisiana
$4.2M 64,092 -282 -0.4%
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