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iShares Expanded Tech Sector ETF
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Overview Fund Activity

415 hedge funds and large institutions have $2.46B invested in iShares Expanded Tech Sector ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.64%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
43
Increased
134
Reduced
116
Closed
35
Calls
$3.85M
Puts
$662K
Net Calls
+$3.19M
Net Calls Change
-$10.8M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$22.4M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$38.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.5M
5
SWP
Sagespring Wealth Partners
Tennessee
$11.3M

Top Sellers

1
SW
SteelPeak Wealth
California
$509K
2
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$14.9M
4
IAA
Independent Advisor Alliance
North Carolina
$380K
5
Morgan Stanley
Morgan Stanley
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fiducient Advisors
Illinois
$1.37M – – –
CSIC
127
Clifford Swan Investment Counsel
California
$1.36M – – –
IWA
128
Icon Wealth Advisors
Texas
$1.33M – – –
HAM
129
Harmony Asset Management
Arizona
$1.31M +$21.5K +237 +2%
HH
130
Hilltop Holdings
Texas
$1.31M +$117K +1,293 +10%
CGA
131
Crescent Grove Advisors
Illinois
$1.3M – – –
TFF
132
The Family Firm
Maryland
$1.25M +$145K +1,596 +13%
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.22M +$692K +7,628 +132%
DAS
134
Diversify Advisory Services
Utah
$1.21M -$183K -1,978 -13%
CAM
135
Cresset Asset Management
Illinois
$1.19M – – –
OWA
136
One Wealth Advisors
California
$1.19M +$346K +3,813 +41%
CWM
137
Congress Wealth Management
Massachusetts
$1.16M -$1.45K -16 -0.1%
TSWM
138
Tyler-Stone Wealth Management
Ohio
$1.16M -$432K -4,763 -27%
AC
139
Avestar Capital
New York
$1.12M -$260K -2,868 -19%
AI
140
Atria Investments
North Carolina
$1.11M +$10.1K +111 +0.9%
CWM
141
Copia Wealth Management
Oregon
$1.1M +$38.4K +424 +4%
BFO
142
Boston Family Office
Massachusetts
$1.08M – – –
AIC
143
Ayalon Insurance Company
Israel
$1.07M – – –
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$1.06M +$471K +5,198 +80%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$1.05M +$661K +7,295 +171%
BPA
146
Beacon Pointe Advisors
California
$1.02M +$14.9K +164 +1%
CIAS
147
CFS Investment Advisory Services
New Jersey
$1M +$741K +8,174 +283%
WC
148
Westwind Capital
New Mexico
$998K +$20.9K +230 +2%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$981K – – –
WP
150
WealthShield Partners
North Carolina
$979K +$979K +10,800 New
4 5
6
7 8