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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 %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.21M -$736K -13,014 -38%
FSA
77
Fort Sheridan Advisors
Illinois
$1.19M +$180K +3,186 +18%
TFF
78
The Family Firm
Maryland
$1.11M -$26.1K -462 -2%
WB
79
Webster Bank
Connecticut
$1.08M -$52.6K -930 -5%
AWS
80
Atria Wealth Solutions
New York
$1.07M -$212K -3,744 -17%
HFRG
81
Houlihan Financial Resource Group
Virginia
$1.05M -$113K -1,998 -10%
IWP
82
Icon Wealth Partners
Texas
$1.04M +$1.04M +18,390 New
SFS
83
Security Financial Services
Indiana
$1.02M -$799K -14,136 -44%
CGA
84
Crescent Grove Advisors
Illinois
$1.02M – – –
US Bancorp
85
US Bancorp
Minnesota
$1.01M -$19K -336 -2%
BFO
86
Boston Family Office
Massachusetts
$998K -$405K -7,176 -29%
CSIC
87
Clifford Swan Investment Counsel
California
$967K – – –
Creative Planning
88
Creative Planning
Kansas
$949K +$57.3K +1,014 +6%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$859K -$679 -12 -0.1%
SMC
90
Smith, Moore & Co
Missouri
$858K +$33.9K +600 +4%
WP
91
WealthSource Partners
California
$856K +$26.8K +474 +3%
KAS
92
Kestra Advisory Services
Texas
$790K +$48.2K +852 +6%
NF
93
Nikulski Financial
Iowa
$748K – – –
HB
94
Horizon Bancorp
Indiana
$721K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$720K +$31.2K +552 +5%
TRCT
96
Tower Research Capital (TRC)
New York
$717K +$255K +4,512 +55%
SPIA
97
Steward Partners Investment Advisory
New York
$713K -$6.11K -108 -0.8%
AT
98
American Trust
Kentucky
$711K +$140K +16,344 +25%
WJA
99
Willis Johnson & Associates
Texas
$676K -$44.1K -780 -6%
BFS
100
Bard Financial Services
Connecticut
$636K – – –
2 3
4
5 6