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iShares Expanded Tech Sector ETF
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Overview Fund Activity

170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
29
Increased
41
Reduced
57
Closed
23
Calls
$7.99M
Puts
$629K
Net Calls
+$7.36M
Net Calls Change
+$3.59M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
JWM
2
JGP Wealth Management
Oregon
$17.3M
3
SCA
3
Stuart Chaussee & Associates
California
$14.3M
4
SFS
4
Strategic Financial Services
New York
$11.5M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$10.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
CS
2
Credit Suisse
Switzerland
$3.79M
3
EH
3
Equitable Holdings
New York
$72.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K
5
Bank of America
5
Bank of America
North Carolina
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
176
Renaissance Technologies
New York
– -$291K -7,200 Closed
GIA
177
Gladstone Institutional Advisory
Florida
– -$271K -6,720 Closed
HVIA
178
Hudson Valley Investment Advisors
New York
– -$242K -6,000 Closed
TCPWM
179
Traverso Chambers Private Wealth Management
California
– -$236K -5,844 Closed
AWM
180
AE Wealth Management
Kansas
– -$219K -5,424 Closed
CCMD
181
Cypress Capital Management (Delaware)
Delaware
– -$218K -5,400 Closed
CWP
182
Capital Wealth Planning
Florida
– -$212K -5,262 Closed
Franklin Resources
183
Franklin Resources
California
– -$210K -5,202 Closed
BFG
184
Bouchey Financial Group
New York
– -$205K -5,070 Closed
SFA
185
Semmax Financial Advisors
North Carolina
– -$151K -3,750 Closed
ACM
186
Allred Capital Management
Texas
– -$104K -2,568 Closed
DY
187
Dowling & Yahnke
California
– -$75K -1,860 Closed
CFD
188
Creative Financial Designs
Indiana
– -$71K -1,716 Closed
Marshall Wace
189
Marshall Wace
United Kingdom
– -$57K -1,422 Closed
FGAM
190
Financial Gravity Asset Management
Texas
– -$242K -1,074 Closed
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
– -$23K -570 Closed
MIM
192
Macroview Investment Management
Maryland
– -$16K -390 Closed
WT
193
Whittier Trust
California
– -$2K -60 Closed
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