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iShares Expanded Tech Sector ETF
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Overview Fund Activity

261 hedge funds and large institutions have $1.25B invested in iShares Expanded Tech Sector ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
36
Increased
54
Reduced
89
Closed
18
Calls
$15.1M
Puts
$5.84M
Net Calls
+$9.3M
Net Calls Change
+$8.85M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$123M
2
GAG
2
GM Advisory Group
New York
$15.1M
3
Cerity Partners
3
Cerity Partners
New York
$67.5M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.21M
5
EWA
5
EP Wealth Advisors
California
$3.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.6M
2
EH
2
Equitable Holdings
New York
$139M
3
Bank of America
3
Bank of America
North Carolina
$135M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.5M
5
UBS Group
5
UBS Group
Switzerland
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
176
Southland Equity Partners
Missouri
$241K +$241K +4,254 New
MCM
177
Manchester Capital Management
Vermont
$240K – – –
BMC
178
Beaton Management Company
Massachusetts
$238K +$238K +4,200 New
VA
179
Valmark Advisers
Ohio
$236K +$236K +4,182 New
PG
180
Patten Group
Tennessee
$232K +$232K +4,110 New
PIMG
181
Patriot Investment Management Group
Tennessee
$232K -$6.78K -120 -3%
CL
182
Choreo LLC
Illinois
$228K +$228K +4,032 New
OC
183
Oppenheimer & Co
New York
$223K -$53.6K -948 -19%
HFA
184
High Falls Advisors
New York
$221K +$221K +3,900 New
TSS
185
Two Sigma Securities
New York
$219K -$218K -3,858 -50%
KIG
186
Kennedy Investment Group
New Jersey
$219K -$44.5K -786 -17%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$215K +$139K +2,454 +183%
HSWM
188
Hubbell Strickland Wealth Management
Louisiana
$211K +$211K +3,726 New
RI
189
Rinkey Investments
California
$210K -$36.3K -642 -15%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$205K +3,630 New
PBO
191
Peoples Bank (Ohio)
Ohio
$205K +$205K +3,624 New
Franklin Resources
192
Franklin Resources
California
$204K -$90.6K -1,602 -31%
RDWM
193
Red Door Wealth Management
Tennessee
$202K +$202K +3,564 New
RF
194
Rollins Financial
Georgia
$201K +$201K +3,558 New
MFA
195
Mayflower Financial Advisors
Massachusetts
$201K +$201K +3,552 New
IC
196
IEQ Capital
California
$200K +$200K +3,540 New
GWM
197
Geneos Wealth Management
Colorado
$195K – – –
NF
198
Norwood Financial
Pennsylvania
$190K +$33.9K +600 +22%
TFM
199
TFC Financial Management
Massachusetts
$182K – – –
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K -$148K -2,610 -45%
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8
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