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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.

New
Increased
Maintained
Reduced
Closed
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 %
RPCONE
126
Retirement Planning Company of New England
Rhode Island
$431K -$2.04K -36 -0.5%
SC
127
Seldon Capital
California
$428K +$214K +3,786 +100%
EB
128
Eastern Bank
Massachusetts
$427K – – –
SAG
129
SageView Advisory Group
California
$408K -$47.5K -840 -10%
Lazard Asset Management
130
Lazard Asset Management
New York
$402K – – –
PWLP
131
Prio Wealth Limited Partnership
Massachusetts
$399K – – –
NAMP
132
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$397K – – –
TCM
133
Tufton Capital Management
Maryland
$390K – – –
Brown Advisory
134
Brown Advisory
Maryland
$384K +$15.9K +282 +4%
MCC
135
Money Concepts Capital
Florida
$383K +$367K +67,020 +2,257%
DADC
136
D.A. Davidson & Co
Montana
$382K – – –
BA
137
Bristlecone Advisors
Washington
$379K – – –
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$376K -$339 -6 -0.1%
MAM
139
Mystic Asset Management
Rhode Island
$370K -$29.9K -528 -7%
GFPC
140
Global Financial Private Client
Florida
$368K +$205K +3,624 +126%
SIAG
141
Safeguard Investment Advisory Group
California
$367K -$3.73K -66 -1%
GIM
142
Grassi Investment Management
California
$365K -$30.5K -540 -8%
BG
143
Bollard Group
Massachusetts
$361K +$340 +6 +0.1%
RWB
144
RMR Wealth Builders
New Jersey
$356K +$356K +6,288 New
SWP
145
Stratos Wealth Partners
Ohio
$348K -$74K -1,308 -18%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K +$348K +6,204 New
CB
147
Commerce Bank
Missouri
$347K – – –
SS
148
Sunbelt Securities
Texas
$343K -$7.68K -138 -2%
ORI
149
Oak Ridge Investments
Illinois
$341K – – –
SPC
150
Sigma Planning Corp
Michigan
$341K -$196K -3,474 -37%
4 5
6
7 8