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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 %
PWM
101
Perigon Wealth Management
California
$629K -$41.1K -726 -6%
PFS
102
Prospera Financial Services
Texas
$622K +$53.6K +948 +9%
GA
103
Geller Advisors
New York
$618K +$618K +10,920 New
Citigroup
104
Citigroup
New York
$612K -$59K -1,044 -9%
WP
105
WealthShield Partners
North Carolina
$611K – – –
M&T Bank
106
M&T Bank
New York
$594K +$33.9K +600 +6%
KNW
107
Kesler Norman & Wride
Utah
$575K -$367K -6,498 -39%
OWA
108
One Wealth Advisors
California
$570K -$27.5K -486 -5%
KAH
109
Kathryn A. Hall
$565K – – –
CGL
110
Clarius Group LLC
Washington
$553K – – –
MMA
111
Miracle Mile Advisors
California
$552K +$679 +12 +0.1%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$547K -$5.77K -102 -1%
RG
113
Rathbones Group
United Kingdom
$519K – – –
SF
114
Synovus Financial
Georgia
$504K +$223K +3,942 +79%
BFS
115
Bradley Foster & Sargent
Connecticut
$500K -$15.6K -276 -3%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$487K – – –
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$479K -$59K -1,044 -11%
MOS
118
MGO One Seven
Ohio
$469K +$469K +8,292 New
KWM
119
Keebeck Wealth Management
Illinois
$468K +$468K +8,268 New
KA
120
Kearns & Associates
California
$465K – – –
CWS
121
Cypress Wealth Services
California
$464K +$24.4K +432 +6%
T
122
TCWP
Ohio
$461K +$9.84K +174 +2%
WA
123
WealthTrust Axiom
Pennsylvania
$450K – – –
BCM
124
Becker Capital Management
Oregon
$441K +$441K +7,800 New
CAN
125
Cetera Advisor Networks
California
$437K -$33.3K -588 -7%
3 4
5
6 7