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iShares Expanded Tech Sector ETF
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Overview Fund Activity

319 hedge funds and large institutions have $1.92B invested in iShares Expanded Tech Sector ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
55
Increased
85
Reduced
75
Closed
13
Calls
$1.47M
Puts
$3K
Net Calls
+$1.46M
Net Calls Change
+$1.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$248M
2
Cerity Partners
Cerity Partners
New York
$79.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
5
SW
SteelPeak Wealth
California
$10.2M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
3
AWM
AE Wealth Management
Kansas
$11.3M
4
MWM
Meridian Wealth Management
Kentucky
$5.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
176
Moors & Cabot
Massachusetts
$407K +$407K +5,448 New
SI
177
Saxon Interests
Texas
$404K +$404K +5,412 New
BSW
178
Buckingham Strategic Wealth
Missouri
$403K – – –
SQA
179
Simon Quick Advisors
New Jersey
$389K +$389K +5,214 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$381K +$272K +3,642 +249%
EWM
181
Empirical Wealth Management
Washington
$381K -$24.2K -324 -6%
BFG
182
Bouchey Financial Group
New York
$379K – – –
SAM
183
Sawgrass Asset Management
Florida
$379K – – –
WLPWM
184
Walled Lake Planning & Wealth Management
Illinois
$376K -$2.69K -36 -0.7%
FCH
185
Freestone Capital Holdings
Washington
$368K -$40.8K -546 -10%
SIAG
186
Safeguard Investment Advisory Group
California
$364K – – –
OCM
187
Orleans Capital Management
Louisiana
$360K – – –
BF
188
Blankinship & Foster
California
$357K – – –
IWC
189
Integrated Wealth Concepts
Massachusetts
$355K +$355K +4,752 New
HVIA
190
Hudson Valley Investment Advisors
New York
$354K – – –
GRP
191
Global Retirement Partners
California
$340K +$453 +6 +0.1%
CMS
192
Capital Market Strategies
Florida
$338K – – –
SCA
193
Sandy Cove Advisors
Massachusetts
$334K +$1.34K +18 +0.4%
AWM
194
Aries Wealth Management
Maine
$329K – – –
PA
195
Parallel Advisors
California
$328K – – –
PFP
196
Paragon Financial Partners
California
$327K +$896 +12 +0.3%
VR
197
Valued Retirements
Texas
$324K +$324K +4,344 New
GA
198
Geller Advisors
New York
$323K -$16.6K -222 -5%
4WM
199
4J Wealth Management
Virginia
$322K -$9.86K -132 -3%
VVP
200
Venture Visionary Partners
Ohio
$320K – – –
6 7
8
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