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iShares Expanded Tech Sector ETF

283 hedge funds and large institutions have $1.38B invested in iShares Expanded Tech Sector ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-6
Holders Change %
-2.08%
% of All Funds
4.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
21
Increased
62
Reduced
90
Closed
25
Calls
$4.14M
Puts
$4.03M
Net Calls
+$117K
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
126
Synovus Financial
Georgia
$568K
RPCONE
127
Retirement Planning Company of New England
Rhode Island
$562K +$89K +1,398 +19%
CAN
128
Cetera Advisor Networks
California
$547K +$55K +864 +11%
KNW
129
Kesler Norman & Wride
Utah
$542K -$79.1K -1,242 -13%
KA
130
Kearns & Associates
California
$524K
KWM
131
Keebeck Wealth Management
Illinois
$508K -$730K -11,454 -59%
WA
132
WealthTrust Axiom
Pennsylvania
$506K
HB
133
Horizon Bancorp
Indiana
$505K +$505K +7,926 New
BCM
134
Becker Capital Management
Oregon
$497K
CWA
135
Capital Wealth Alliance
Arizona
$494K +$285K +4,470 +136%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$493K +$24.8K +390 +5%
OWA
137
One Wealth Advisors
California
$491K -$152K -2,382 -24%
EB
138
Eastern Bank
Massachusetts
$480K
CWS
139
Cypress Wealth Services
California
$471K -$47K -738 -9%
GFPC
140
Global Financial Private Client
Florida
$456K
SWP
141
Stratos Wealth Partners
Ohio
$455K +$43.6K +684 +11%
SAG
142
SageView Advisory Group
California
$453K
Lazard Asset Management
143
Lazard Asset Management
New York
$452K
PWLP
144
Prio Wealth Limited Partnership
Massachusetts
$449K
MML Investors Services
145
MML Investors Services
Massachusetts
$448K +$34K +534 +8%
NAMP
146
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$447K
Brown Advisory
147
Brown Advisory
Maryland
$433K
BA
148
Bristlecone Advisors
Washington
$427K
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$423K
DADC
150
D.A. Davidson & Co
Montana
$417K -$28.7K -450 -6%