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iShares Expanded Tech Sector ETF
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Overview Fund Activity

129 hedge funds and large institutions have $700M invested in iShares Expanded Tech Sector ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
40
Reduced
39
Closed
6
Calls
$6.39M
Puts
$2.64M
Net Calls
+$3.75M
Net Calls Change
+$2.94M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$118M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.37M
4
CS
4
Credit Suisse
Switzerland
$13.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$45.4M
2
Axa
2
Axa
France
$71.5M
3
UBS Group
3
UBS Group
Switzerland
$24.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.7M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
51
Harvest Fund Management
China
$1.14M +$1.14M +38,250 New
WB
52
Webster Bank
Connecticut
$1.06M -$41.3K -1,380 -4%
BRWA
53
B. Riley Wealth Advisors
Florida
$1.06M -$1.08M -36,030 -51%
SC
54
Scotia Capital
Ontario, Canada
$967K +$112K +3,840 +13%
GWM
55
Geneos Wealth Management
Colorado
$902K -$28.9K -966 -3%
SWM
56
Sequoia Wealth Management
Illinois
$835K +$835K +27,930 New
SB
57
Suntrust Banks
Georgia
$641K +$147K +4,926 +30%
FAAS
58
First Allied Advisory Services
California
$623K +$115K +3,870 +23%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$612K -$74.8K -2,502 -11%
UIA
60
UBP Investment Advisors
Switzerland
$610K – – –
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$602K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$589K +$40.7K +1,362 +7%
PG
63
Patten Group
Tennessee
$572K – – –
M&T Bank
64
M&T Bank
New York
$559K +$50.4K +1,686 +10%
HighTower Advisors
65
HighTower Advisors
Illinois
$553K +$126K +4,200 +29%
SMC
66
Smith, Moore & Co
Missouri
$540K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$514K +$34.6K +1,158 +7%
CSIC
68
Clifford Swan Investment Counsel
California
$511K – – –
Renaissance Technologies
69
Renaissance Technologies
New York
$502K +$502K +16,800 New
ASN
70
Advisory Services Network
Georgia
$486K +$150K +5,016 +45%
TCM
71
Tufton Capital Management
Maryland
$484K – – –
HFA
72
High Falls Advisors
New York
$475K – – –
VF
73
Virtu Financial
New York
$444K +$444K +14,838 New
APA
74
American Portfolios Advisors
New York
$436K +$10.4K +348 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$431K -$61.4K -2,052 -12%
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