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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
Bank of America
North Carolina
$78.6M
2
CS
Credit Suisse
Switzerland
$8.56M
3
Goldman Sachs
Goldman Sachs
New York
$30.7M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.46M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.09M
2
Citigroup
Citigroup
New York
$1.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
Citadel Advisors
Florida
$1.73M
5
LPL Financial
LPL Financial
California
$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$12K +$12K +408 New
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$10K -$17.3K -612 -63%
HS
128
Horan Securities
United States
$10K – – –
BWM
129
Baystate Wealth Management
Massachusetts
$10K – – –
RFA
130
Reilly Financial Advisors
California
$8K – – –
SFSIG
131
San Francisco Sentry Investment Group
California
$8K – – –
ESB
132
Essex Savings Bank
Connecticut
$7K +$7K +228 New
WCM
133
Whitener Capital Management
North Carolina
$6K – – –
HT
134
Heritage Trust
Oklahoma
$6K – – –
BWA
135
BDO Wealth Advisors
Florida
$6K – – –
LPWM
136
Lake Point Wealth Management
Texas
$5K +$5K +162 New
AIA
137
Alera Investment Advisors
Illinois
$5K +$5K +186 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$3K +$3K +90 New
PCM
139
Princeton Capital Management
New Jersey
$2K – – –
WT
140
Whittier Trust
California
$2K +$2K +60 New
GRP
141
Global Retirement Partners
California
$2K +$2K +72 New
TFA
142
Transamerica Financial Advisors
Florida
$1K – – –
MSA
143
Marino Stram & Associates
Massachusetts
$1K +$1K +24 New
NA
144
NewEdge Advisors
Louisiana
$810 +$201 +7,032 +33%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$6.05M -173,256 Closed
BCM
146
Beck Capital Management
Texas
– -$1.51M -43,254 Closed
FTS
147
Fifth Third Securities
Ohio
– -$1.33M -38,190 Closed
FAAS
148
First Allied Advisory Services
California
– -$713K -20,430 Closed
UIA
149
UBP Investment Advisors
Switzerland
– -$712K -20,400 Closed
SC
150
Slow Capital
California
– -$603K -17,268 Closed
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