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iShares Expanded Tech Sector ETF
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Overview Fund Activity

144 hedge funds and large institutions have $571M invested in iShares Expanded Tech Sector ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
36
Reduced
39
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$2.68M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.6M
2
CS
2
Credit Suisse
Switzerland
$8.56M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.46M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$46.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.09M
2
Citigroup
2
Citigroup
New York
$1.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.73M
5
LPL Financial
5
LPL Financial
California
$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Voya Financial Advisors
Connecticut
$1.1M -$426K -14,982 -28%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.09M -$80M -2,795,466 -99%
SB
53
Suntrust Banks
Georgia
$1.02M +$177K +6,204 +21%
WB
54
Webster Bank
Connecticut
$997K – – –
BRWA
55
B. Riley Wealth Advisors
Florida
$946K -$22.5K -786 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$908K +$61.8K +2,160 +7%
WCM
57
WealthBridge Capital Management
Ohio
$906K +$906K +31,644 New
AG
58
Advisor Group
Arizona
$839K +$103K +3,606 +14%
GWM
59
Geneos Wealth Management
Colorado
$753K -$9.04K -318 -1%
Stifel Financial
60
Stifel Financial
Missouri
$740K -$17.2K -600 -2%
M&T Bank
61
M&T Bank
New York
$630K – – –
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$585K +$9.27K +324 +2%
TFF
63
The Family Firm
Maryland
$576K +$206K +7,194 +56%
SWM
64
Sequoia Wealth Management
Illinois
$563K -$308K -10,752 -35%
HighTower Advisors
65
HighTower Advisors
Illinois
$551K +$11.3K +396 +2%
SMC
66
Smith, Moore & Co
Missouri
$524K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$496K -$124K -4,380 -20%
CSIC
68
Clifford Swan Investment Counsel
California
$489K – – –
LFS
69
Legacy Financial Strategies
Kansas
$487K +$23.5K +822 +5%
SPC
70
Sigma Planning Corp
Michigan
$482K +$32.6K +1,140 +7%
ASN
71
Advisory Services Network
Georgia
$467K – – –
HFA
72
High Falls Advisors
New York
$455K – – –
SS
73
Simplicity Solutions
Minnesota
$430K +$430K +15,042 New
PWM
74
Perigon Wealth Management
California
$429K – – –
APA
75
American Portfolios Advisors
New York
$392K -$14.4K -504 -4%
1 2
3
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