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iShares Expanded Tech Sector ETF

338 hedge funds and large institutions have $1.97B invested in iShares Expanded Tech Sector ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+19
Holders Change %
+5.96%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
42
Increased
97
Reduced
101
Closed
20
Calls
$3.81M
Puts
$1.16M
Net Calls
+$2.65M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
151
Keebeck Wealth Management
Illinois
$646K -$21.7K -252 -3%
SWP
152
Stratos Wealth Partners
Ohio
$639K -$33.4K -388 -5%
EFG
153
Embree Financial Group
Illinois
$635K +$172 +2 +0%
Lazard Asset Management
154
Lazard Asset Management
New York
$612K
BFEC
155
Benjamin F. Edwards & Company
Missouri
$611K +$59K +685 +11%
PWLP
156
Prio Wealth Limited Partnership
Massachusetts
$608K
NAMP
157
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$605K
MAM
158
Mystic Asset Management
Rhode Island
$596K
RPCONE
159
Retirement Planning Company of New England
Rhode Island
$590K -$174K -2,023 -23%
BA
160
Bristlecone Advisors
Washington
$577K
SVWAG
161
Sound View Wealth Advisors Group
Georgia
$574K +$948 +11 +0.2%
DADC
162
D.A. Davidson & Co
Montana
$573K +$9.83K +114 +2%
EB
163
Eastern Bank
Massachusetts
$556K -$53.3K -618 -9%
BG
164
Bollard Group
Massachusetts
$551K +$259 +3 +0%
HH
165
Hilltop Holdings
Texas
$548K +$548K +6,354 New
Franklin Resources
166
Franklin Resources
California
$537K
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$534K +$12.4K +144 +2%
SS
168
Sunbelt Securities
Texas
$533K +$431K +5,001 +423%
SPIA
169
Steward Partners Investment Advisory
New York
$532K -$78K -905 -13%
JWCA
170
J.W. Cole Advisors
Florida
$521K
PCMC
171
Private Capital Management (Colorado)
Colorado
$517K
WLPWM
172
Walled Lake Planning & Wealth Management
Illinois
$511K +$76.2K +884 +18%
UCB
173
United Community Bank
South Carolina
$502K
RJT
174
Raymond James Trust
Florida
$498K -$3.1K -36 -0.6%
SWA
175
SOA Wealth Advisors
New York
$496K +$86 +1 +0%