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iShares Expanded Tech Sector ETF

168 hedge funds and large institutions have $775M invested in iShares Expanded Tech Sector ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

10% more capital invested

Capital invested by funds: $704M → $775M (+$70.5M)

7% more funds holding

Funds holding: 157168 (+11)

0.35% more ownership

Funds ownership: 255.18%255.53% (+0.35%)

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
3.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
34
Increased
52
Reduced
36
Closed
20
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Atticus Wealth Management
Florida
$24K +$22.9K +600 New
KPW
152
Kore Private Wealth
New York
$24K +$22.9K +600 New
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$23K +$21.7K +570 New
BCWM
154
Bartlett & Co Wealth Management
Ohio
$18.2K +$17.1K +450 New
CAL
155
Capital Analysts LLC
Pennsylvania
$17K
MIM
156
Macroview Investment Management
Maryland
$16K
PB
157
Pinnacle Bancorp
Nebraska
$15K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$12K -$57.1K -1,500 -83%
RFA
159
Reilly Financial Advisors
California
$11K
SFSIG
160
San Francisco Sentry Investment Group
California
$11K
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$10K +$9.37K +246 New
VCS
162
Vaughan & Co Securities
New Jersey
$9.69K +$9.14K +240 New
BWA
163
BDO Wealth Advisors
Florida
$8K
AIC
164
Archer Investment Corporation
Indiana
$5K
CIAS
165
Capital Investment Advisory Services
North Carolina
$4K
SFS
166
Sowell Financial Services
Arkansas
$4K
GRP
167
Global Retirement Partners
California
$3K
WT
168
Whittier Trust
California
$2K
Axa
169
Axa
France
-$78.4M -2,166,300 Closed
Jane Street
170
Jane Street
New York
-$10.3M -284,322 Closed
SCP
171
Syntal Capital Partners
Texas
-$3.98M -109,950 Closed
M&T Bank
172
M&T Bank
New York
-$784K -21,684 Closed
SSWM
173
Smith Salley Wealth Management
North Carolina
-$218K -6,030 Closed
PMFA
174
Plante Moran Financial Advisors
Michigan
-$217K -6,000 Closed
MML Investors Services
175
MML Investors Services
Massachusetts
-$203K -5,610 Closed