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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$139M 409,850 -56,400 -12%
Bank of America
2
Bank of America
North Carolina
$135M 398,198 -52,779 -12%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$123M 361,335 +358,526 +12,763%
Morgan Stanley
4
Morgan Stanley
New York
$88.5M 260,814 -16,151 -6%
SEIA
5
Signature Estate & Investment Advisors
California
$71.7M 211,191 +6,632 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$69.7M 205,340 +4,251 +2%
Cerity Partners
7
Cerity Partners
New York
$67.5M 199,007 +23,626 +13%
DWM
8
Destination Wealth Management
California
$57.5M 169,569 +3,486 +2%
LPL Financial
9
LPL Financial
California
$31.2M 92,037 -1,067 -1%
RJA
10
Raymond James & Associates
Florida
$22.2M 65,342 -2,670 -4%
Goldman Sachs
11
Goldman Sachs
New York
$20.5M 60,461 -814 -1%
UBS Group
12
UBS Group
Switzerland
$18.8M 55,267 -5,677 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$16.4M 48,387 -1,232 -2%
Wells Fargo
14
Wells Fargo
California
$15.9M 46,865 -4,712 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$15.6M 45,873 -101,980 -69%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.5M 45,713 +1,676 +4%
GAG
17
GM Advisory Group
New York
$15.1M 44,448 +35,825 +415%
SCA
18
Stuart Chaussee & Associates
California
$14.1M 41,583 -170 -0.4%
LFS
19
Legacy Financial Strategies
Kansas
$13.3M 39,341 +2,839 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$11.9M 35,140 +850 +2%
AWM
21
AE Wealth Management
Kansas
$11.8M 34,717 -983 -3%
B
22
Bailard
California
$10.4M 30,654 +228 +0.7%
Ameriprise
23
Ameriprise
Minnesota
$10.3M 30,266 +14 +0%
Stifel Financial
24
Stifel Financial
Missouri
$10.2M 29,937 +1,067 +4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$9.21M 27,149 +21,803 +408%
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