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iShares Expanded Tech Sector ETF
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Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.7M
3
SW
SteelPeak Wealth
California
$8.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
5
Wells Fargo
Wells Fargo
California
$25.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
EP Wealth Advisors
California
$518K
3
DWM
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
Signature Estate & Investment Advisors
California
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
151
P.J. Schmidt Investment Management (PJS)
Wisconsin
$418K – – –
BG
152
Bollard Group
Massachusetts
$418K – – –
SS
153
Sunbelt Securities
Texas
$412K +$7.86K +120 +2%
Franklin Resources
154
Franklin Resources
California
$408K +$172K +2,628 +73%
CB
155
Commerce Bank
Missouri
$402K – – –
SC
156
Soundwatch Capital
Connecticut
$401K +$401K +38,478 New
ORI
157
Oak Ridge Investments
Illinois
$395K – – –
TCM
158
Tufton Capital Management
Maryland
$393K -$58.9K -900 -13%
PCMC
159
Private Capital Management (Colorado)
Colorado
$393K – – –
Northern Trust
160
Northern Trust
Illinois
$388K – – –
SAM
161
Sawgrass Asset Management
Florida
$382K – – –
FNBOSM
162
First National Bank of South Miami
Florida
$381K – – –
SWA
163
SOA Wealth Advisors
New York
$377K +$393 +6 +0.1%
SJIM
164
St. Johns Investment Management
Florida
$374K – – –
Jane Street
165
Jane Street
New York
$369K +$369K +5,628 New
FCH
166
Freestone Capital Holdings
Washington
$358K – – –
SI
167
Saxon Interests
Texas
$357K – – –
EWM
168
Empirical Wealth Management
Washington
$355K +$355K +5,424 New
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$354K -$201K -3,066 -36%
BSW
170
Buckingham Strategic Wealth
Missouri
$354K +$354K +5,400 New
HVIA
171
Hudson Valley Investment Advisors
New York
$352K -$3.93K -60 -1%
SPC
172
Sigma Planning Corp
Michigan
$335K -$59.8K -912 -15%
BFG
173
Bouchey Financial Group
New York
$332K – – –
WLPWM
174
Walled Lake Planning & Wealth Management
Illinois
$326K +$45.9K +702 +16%
SIAG
175
Safeguard Investment Advisory Group
California
$320K -$104K -1,590 -25%
5 6
7
8 9