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iShares Expanded Tech Sector ETF
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Overview Fund Activity

131 hedge funds and large institutions have $619M invested in iShares Expanded Tech Sector ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
39
Reduced
42
Closed
8
Calls
$2.2M
Puts
$3.4M
Net Calls
-$1.2M
Net Calls Change
-$4.95M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.19M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
UBS Group
4
UBS Group
Switzerland
$29.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.27M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.44M
2
CS
2
Credit Suisse
Switzerland
$5.24M
3
SEIA
3
Signature Estate & Investment Advisors
California
$35.7M
4
CF
4
Centaurus Financial
California
$306K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$1.27M +39,510 New
WB
52
Webster Bank
Connecticut
$1.14M -$4.82K -150 -0.4%
BRWA
53
B. Riley Wealth Advisors
Florida
$1.14M +$1.74K +54 +0.2%
SC
54
Scotia Capital
Ontario, Canada
$976K +$17.4K +600 +2%
GWM
55
Geneos Wealth Management
Colorado
$942K -$28.3K -882 -3%
SWM
56
Sequoia Wealth Management
Illinois
$942K +$34.1K +1,050 +4%
HFM
57
Harvest Fund Management
China
$940K -$289K -9,000 -24%
SB
58
Suntrust Banks
Georgia
$899K +$210K +6,546 +31%
Stifel Financial
59
Stifel Financial
Missouri
$852K +$466K +14,538 +121%
Creative Planning
60
Creative Planning
Kansas
$692K +$252K +7,830 +57%
UIA
61
UBP Investment Advisors
Switzerland
$651K – – –
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$647K – – –
DG
63
Delek Group
Israel
$620K +$620K +19,260 New
PG
64
Patten Group
Tennessee
$615K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$593K – – –
FAAS
66
First Allied Advisory Services
California
$591K -$83.1K -2,574 -12%
SMC
67
Smith, Moore & Co
Missouri
$588K +$7.71K +240 +1%
ASN
68
Advisory Services Network
Georgia
$558K +$7.12K +210 +1%
CSIC
69
Clifford Swan Investment Counsel
California
$550K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$536K +$73.4K +2,286 +16%
SC
71
Slow Capital
California
$536K +$424K +13,200 +381%
M&T Bank
72
M&T Bank
New York
$531K -$69.4K -2,160 -12%
HFA
73
High Falls Advisors
New York
$511K – – –
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$510K -$123K -3,834 -19%
APA
75
American Portfolios Advisors
New York
$455K -$12.9K -402 -3%
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