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iShares Expanded Tech Sector ETF
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Overview Fund Activity

381 hedge funds and large institutions have $2.45B invested in iShares Expanded Tech Sector ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 21 closing their positions.

Holders
381
Holders Change
+14
Holders Change %
+3.81%
% of All Funds
5.51%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
38
Increased
125
Reduced
101
Closed
21
Calls
$4.21M
Puts
$2.65M
Net Calls
+$1.57M
Net Calls Change
-$13.8M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$115M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$40.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
GAG
2
GM Advisory Group
New York
$9.53M
3
SW
3
SteelPeak Wealth
California
$910K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
AC
5
Avestar Capital
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$273M 2,842,527 +26,218 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$204M 2,125,533 +160,475 +8%
EH
3
Equitable Holdings
New York
$189M 1,966,549 -39,324 -2%
SEIA
4
Signature Estate & Investment Advisors
California
$178M 1,855,115 +71,852 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$116M 1,209,559 +15,862 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$115M 1,199,146 +471,204 +65%
Cerity Partners
7
Cerity Partners
New York
$94.9M 989,609 +720 +0.1%
LPL Financial
8
LPL Financial
California
$86M 896,091 +27,322 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$70.6M 735,364 +88,089 +14%
DWM
10
Destination Wealth Management
California
$64.2M 669,441 -3,055 -0.5%
Ameriprise
11
Ameriprise
Minnesota
$58.6M 609,399 -196,326 -24%
GF
12
Gray Foundation
New York
$50.1M 522,084 – –
Wells Fargo
13
Wells Fargo
California
$42.9M 447,215 +11,851 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.7M 424,530 +111,158 +35%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$40.4M 421,471 +421,471 New
UBS Group
16
UBS Group
Switzerland
$39.2M 409,058 +8,305 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$32.2M 335,430 -92,286 -22%
PS
18
Portfolio Strategies
New York
$29.2M 304,701 -4,120 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.5M 287,037 +35,700 +14%
RJA
20
Raymond James & Associates
Florida
$27.3M 284,903 -15,129 -5%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$24.6M 257,000 -4,000 -2%
LFS
22
Legacy Financial Strategies
Kansas
$23.6M 245,622 -16,683 -6%
SCA
23
Stuart Chaussee & Associates
California
$22.3M 232,276 -2,370 -1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$19.9M 207,919 +820 +0.4%
Truist Financial
25
Truist Financial
North Carolina
$19M 198,039 +86,923 +78%
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