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iShares Expanded Tech Sector ETF
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Overview Fund Activity

413 hedge funds and large institutions have $2.72B invested in iShares Expanded Tech Sector ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 100 reducing their positions, and 17 closing their positions.

Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.5%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
134
Reduced
100
Closed
17
Calls
$14.6M
Puts
$694K
Net Calls
+$13.9M
Net Calls Change
+$12.4M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$64.5M
2
SW
2
SteelPeak Wealth
California
$38.7M
3
LPL Financial
3
LPL Financial
California
$119M
4
AF
4
Allworth Financial
California
$27M
5
Morgan Stanley
5
Morgan Stanley
New York
$240M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
EH
4
Equitable Holdings
New York
$189M
5
Cerity Partners
5
Cerity Partners
New York
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$297M 2,912,934 +70,407 +2%
Morgan Stanley
2
Morgan Stanley
New York
$240M 2,351,390 +225,857 +11%
SEIA
3
Signature Estate & Investment Advisors
California
$189M 1,855,454 +339 +0%
EH
4
Equitable Holdings
New York
$189M 1,847,477 -119,072 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$125M 1,221,272 +11,713 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$121M 1,181,553 -17,593 -1%
LPL Financial
7
LPL Financial
California
$119M 1,161,225 +265,134 +30%
Cerity Partners
8
Cerity Partners
New York
$91.9M 900,243 -89,366 -9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$80.2M 785,114 +49,750 +7%
DWM
10
Destination Wealth Management
California
$65.5M 641,603 -27,838 -4%
Ameriprise
11
Ameriprise
Minnesota
$64.6M 632,889 +23,490 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$64.5M 631,982 +631,982 New
GF
13
Gray Foundation
New York
$57.1M 559,116 +37,032 +7%
UBS Group
14
UBS Group
Switzerland
$43.3M 424,146 +15,088 +4%
Wells Fargo
15
Wells Fargo
California
$41M 401,343 -45,872 -10%
SW
16
SteelPeak Wealth
California
$38.7M 379,180 +369,690 +3,896%
PS
17
Portfolio Strategies
New York
$30.6M 299,283 -5,418 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$30.2M 296,086 +9,049 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.6M 270,674 -153,856 -36%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$27.5M 267,000 +10,000 +4%
AF
21
Allworth Financial
California
$27M 252,651 +252,342 +81,664%
LFS
22
Legacy Financial Strategies
Kansas
$25.9M 253,112 +7,490 +3%
SCA
23
Stuart Chaussee & Associates
California
$23.6M 231,592 -684 -0.3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$20.9M 204,865 -3,054 -1%
Stifel Financial
25
Stifel Financial
Missouri
$18.3M 178,969 +3,115 +2%
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