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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 %
MAM
151
Mystic Asset Management
Rhode Island
$413K -$3.06K -48 -0.7%
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$410K +$9.67K +150 +2%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$407K +$193K +3,036 +91%
BG
154
Bollard Group
Massachusetts
$406K
Franklin Resources
155
Franklin Resources
California
$397K
CB
156
Commerce Bank
Missouri
$391K
PCMC
157
Private Capital Management (Colorado)
Colorado
$382K
UCB
158
United Community Bank
South Carolina
$371K +$371K +5,820 New
SWA
159
SOA Wealth Advisors
New York
$366K
SJIM
160
St. Johns Investment Management
Florida
$364K
EWA
161
EP Wealth Advisors
California
$364K -$41.3K -648 -10%
TCM
162
Tufton Capital Management
Maryland
$363K -$19.1K -300 -5%
GIM
163
Grassi Investment Management
California
$354K -$57.3K -900 -14%
FCH
164
Freestone Capital Holdings
Washington
$349K
EWM
165
Empirical Wealth Management
Washington
$345K
SPC
166
Sigma Planning Corp
Michigan
$345K +$19.1K +300 +6%
BSW
167
Buckingham Strategic Wealth
Missouri
$344K
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$329K -$16.1K -252 -5%
WLPWM
169
Walled Lake Planning & Wealth Management
Illinois
$323K +$6.5K +102 +2%
SAM
170
Sawgrass Asset Management
Florida
$323K -$48.9K -768 -13%
BFG
171
Bouchey Financial Group
New York
$323K
TSS
172
Two Sigma Securities
New York
$314K +$89K +1,398 +40%
SIAG
173
Safeguard Investment Advisory Group
California
$310K -$762 -12 -0.2%
OCM
174
Orleans Capital Management
Louisiana
$307K
KV
175
Kickstand Ventures
New York
$306K +$306K +4,806 New