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iShares Expanded Tech Sector ETF
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Overview Fund Activity

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.29%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.7M
2
BJ
2
Brouwer & Janachowski
California
$55.4M
3
AWM
3
Apollon Wealth Management
South Carolina
$11.6M
4
CTI
4
Community Trust & Investment
Kentucky
$6.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$5.98M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$13.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
Bank of America
5
Bank of America
North Carolina
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$943K 2,695 +1,123 +71%
JIP
102
Jaffetilchin Investment Partners
Florida
$873K 2,496 -214 -8%
CB
103
Commerce Bank
Missouri
$844K 2,411 +170 +8%
WA
104
WESPAC Advisors
California
$840K 2,400 +2,400 New
Brown Advisory
105
Brown Advisory
Maryland
$786K 2,247 – –
Baird Financial Group
106
Baird Financial Group
Wisconsin
$777K 2,222 -101 -4%
CCA
107
Cadent Capital Advisors
Oklahoma
$777K 2,220 +2,220 New
KPWS
108
Kestra Private Wealth Services
Texas
$772K 2,214 -141 -6%
SCA
109
Snowden Capital Advisors
New York
$770K 2,200 +709 +48%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$763K 2,182 -21 -1%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$761K 2,175 +729 +50%
RF
112
Rollins Financial
Georgia
$735K 2,101 +2,101 New
APA
113
American Portfolios Advisors
New York
$703K 2,008 -208 -9%
BFO
114
Boston Family Office
Massachusetts
$700K 2,000 – –
CAM
115
Cresset Asset Management
Illinois
$693K 1,980 – –
SWP
116
Stratos Wealth Partners
Ohio
$681K 1,947 +741 +61%
PWM
117
Perigon Wealth Management
California
$668K 1,910 – –
BFS
118
Bard Financial Services
Connecticut
$656K 1,875 +1,875 New
Creative Planning
119
Creative Planning
Kansas
$651K 1,861 +19 +1%
CRWM
120
Castle Rock Wealth Management
California
$637K 1,769 +1,769 New
SC
121
Slow Capital
California
$616K 1,760 -233 -12%
US Bancorp
122
US Bancorp
Minnesota
$614K 1,754 +556 +46%
TCM
123
Tufton Capital Management
Maryland
$612K 1,750 -250 -13%
HFA
124
High Falls Advisors
New York
$612K 1,750 +1,750 New
KAH
125
Kathryn A. Hall
$582K 1,665 – –
3 4
5
6 7