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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 %
FSA
101
Fort Sheridan Advisors
Illinois
$224K +$224K +7,836 New
IA
102
IFP Advisors
Florida
$219K -$23.7K -834 -10%
PL
103
Plancorp LLC
Missouri
$214K – – –
CAM
104
Concorde Asset Management
Michigan
$206K -$13.9K -486 -6%
PG
105
Patten Group
Tennessee
$198K -$347K -12,120 -64%
US Bancorp
106
US Bancorp
Minnesota
$180K – – –
PMFA
107
Plante Moran Financial Advisors
Michigan
$172K – – –
WIM
108
Westside Investment Management
California
$155K – – –
PA
109
Parallel Advisors
California
$125K – – –
PCG
110
Private Capital Group
Connecticut
$124K – – –
APC
111
Aspire Private Capital
North Carolina
$124K +$124K +4,320 New
Bessemer Group
112
Bessemer Group
New Jersey
$123K +$86.2K +3,006 +234%
SFA
113
Semmax Financial Advisors
North Carolina
$119K +$119K +4,170 New
CWA
114
Clarus Wealth Advisors
Arizona
$95K +$172 +6 +0.2%
NFG
115
Next Financial Group
Texas
$86K +$14.4K +504 +20%
BWP
116
Baldwin Wealth Partners
Massachusetts
$71K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$69K – – –
DWM
118
Doyle Wealth Management
Florida
$69K +$69K +2,400 New
WF
119
WealthTrust Fairport
Ohio
$46K – – –
BWL
120
Bogart Wealth LLC
Virginia
$41K – – –
HNB
121
Huntington National Bank
Ohio
$34K -$42K – –
UBS AM
122
UBS AM
Illinois
$33.1K – – –
IBOK
123
Independence Bank of Kentucky
Kentucky
$27K – – –
MIM
124
Macroview Investment Management
Maryland
$19K +$19K +678 New
KPW
125
Kore Private Wealth
New York
$17K +$17K +600 New
3 4
5
6 7