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iShares Expanded Tech Sector ETF
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Overview Fund Activity

289 hedge funds and large institutions have $1.44B invested in iShares Expanded Tech Sector ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
289
Holders Change
+28
Holders Change %
+10.73%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
41
Increased
57
Reduced
88
Closed
13
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.9M
Net Calls Change
-$3.4M

Top Buyers

1
AC
1
Avestar Capital
New York
$14.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$11.7M
3
MC
3
Mathes Company
New York
$11.1M
4
SW
4
SteelPeak Wealth
California
$8.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$85.3M
2
EWA
2
EP Wealth Advisors
California
$518K
3
DWM
3
Destination Wealth Management
California
$56.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.85M
5
SEIA
5
Signature Estate & Investment Advisors
California
$75.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$158M 403,250 -6,600 -2%
Bank of America
2
Bank of America
North Carolina
$155M 394,222 -3,976 -1%
Morgan Stanley
3
Morgan Stanley
New York
$102M 259,014 -1,800 -0.7%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$85.3M 215,278 -146,057 -40%
Cerity Partners
5
Cerity Partners
New York
$78.3M 199,178 +171 +0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$77.7M 197,678 -7,662 -4%
SEIA
7
Signature Estate & Investment Advisors
California
$75.6M 192,499 -18,692 -9%
DWM
8
Destination Wealth Management
California
$56.3M 143,208 -26,361 -16%
LPL Financial
9
LPL Financial
California
$36.7M 93,354 +1,317 +1%
Goldman Sachs
10
Goldman Sachs
New York
$28.7M 73,069 +12,608 +21%
Wells Fargo
11
Wells Fargo
California
$25.7M 65,427 +18,562 +40%
RJA
12
Raymond James & Associates
Florida
$25.6M 65,133 -209 -0.3%
UBS Group
13
UBS Group
Switzerland
$22.1M 56,175 +908 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$19.6M 49,953 +975 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$18.7M 47,716 +1,843 +4%
GAG
16
GM Advisory Group
New York
$18M 45,939 +1,491 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$17.6M 44,777 -936 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$16.6M 42,172 -6,215 -13%
SCA
19
Stuart Chaussee & Associates
California
$16.2M 41,335 -248 -0.6%
LFS
20
Legacy Financial Strategies
Kansas
$16.1M 40,987 +1,646 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14.4M 36,682 +19,177 +110%
AC
22
Avestar Capital
New York
$14.4M 36,538 +36,538 New
Ameriprise
23
Ameriprise
Minnesota
$14M 35,543 +5,277 +17%
AWM
24
AE Wealth Management
Kansas
$13.7M 34,753 +36 +0.1%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$11.7M 29,800 +29,800 New
1
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