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iShares Expanded Tech Sector ETF
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Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$248M
2
Cerity Partners
2
Cerity Partners
New York
$79.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$47.8M
5
SW
5
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
3
AE Wealth Management
Kansas
$11.3M
4
MWM
4
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
76
Migdal Insurance & Financial Holdings
Israel
$2M -$195K -2,604 -9%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.92M -$56K -750 -3%
MWA
78
Midland Wealth Advisors
Illinois
$1.84M +$1.84M +24,636 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.83M +$111K +1,488 +6%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$1.76M +$1.76M +23,508 New
FSA
81
Fort Sheridan Advisors
Illinois
$1.72M -$77.5K -1,038 -4%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$1.62M +$213K +2,856 +15%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.62M – – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$1.6M -$56.7K -780 -3%
SI
85
Stephens Inc
Arkansas
$1.6M -$23.8K -318 -1%
Creative Planning
86
Creative Planning
Kansas
$1.54M +$92.8K +1,242 +6%
HFRG
87
Houlihan Financial Resource Group
Virginia
$1.44M +$44.8K +600 +3%
AWS
88
Atria Wealth Solutions
New York
$1.43M +$68.6K +918 +5%
PFS
89
Prospera Financial Services
Texas
$1.41M +$52.9K +708 +4%
WA
90
WESPAC Advisors
California
$1.41M +$1.41M +18,840 New
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$112K +1,500 +9%
WB
92
Webster Bank
Connecticut
$1.35M – – –
CGA
93
Crescent Grove Advisors
Illinois
$1.35M – – –
CSC
94
Caldwell Sutter Capital
California
$1.31M +$213K +2,856 +19%
M&T Bank
95
M&T Bank
New York
$1.31M +$342K +4,584 +36%
SMC
96
Smith, Moore & Co
Missouri
$1.28M +$148K +1,980 +13%
AAS
97
Avantax Advisory Services
Texas
$1.27M +$116K +1,548 +10%
SFS
98
Security Financial Services
Indiana
$1.25M -$29.1K -390 -2%
PWM
99
Perigon Wealth Management
California
$1.25M +$266K +3,564 +27%
KAS
100
Kestra Advisory Services
Texas
$1.17M +$169K +2,262 +17%
2 3
4
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