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iShares Expanded Tech-Software Sector ETF

407 hedge funds and large institutions have $4.22B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+37
Holders Change %
+10%
% of All Funds
6.42%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
78
Increased
104
Reduced
124
Closed
39
Calls
$144M
Puts
$148M
Net Calls
-$4.22M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$499K +$20.1K +290 +4%
MFG
227
Merit Financial Group
Georgia
$498K
MWP
228
Madison Wealth Partners
Wisconsin
$492K
TCWM
229
Total Clarity Wealth Management
Illinois
$475K +$475K +6,865 New
CWM
230
Calamos Wealth Management
Illinois
$470K
GIM
231
Goelzer Investment Management
Indiana
$467K -$16.3K -235 -3%
CTA
232
Colonial Trust Advisors
South Carolina
$455K
JFG
233
Jefferies Financial Group
New York
$455K -$11.4K -165 -2%
PFA
234
Plotkin Financial Advisors
Maryland
$453K -$1.73K -25 -0.4%
DS
235
DRW Securities
Illinois
$450K +$450K +6,500 New
AF
236
Apexium Financial
Texas
$444K -$49.8K -720 -10%
MIA
237
MMBG Investment Advisors
Florida
$434K
TWP
238
Tempus Wealth Planning
California
$434K -$9.34K -135 -2%
SFI
239
SPC Financial Inc
Maryland
$419K
JRP
240
Jasper Ridge Partners
California
$415K
IAG
241
Investmark Advisory Group
Connecticut
$403K +$403K +5,820 New
PCM
242
Pennsylvania Capital Management
Pennsylvania
$396K -$54.3K -785 -12%
CCG
243
Chatham Capital Group
Georgia
$394K
MMA
244
Miracle Mile Advisors
California
$374K -$48.4K -700 -11%
Millennium Management
245
Millennium Management
New York
$372K +$372K +5,380 New
PI
246
PineBridge Investments
New York
$365K +$365K +5,280 New
Vontobel Holding
247
Vontobel Holding
Switzerland
$363K
BCP
248
Blue Chip Partners
Michigan
$360K -$19K -275 -5%
NLG
249
New Legacy Group
New York
$358K
CAM
250
Cresset Asset Management
Illinois
$358K -$259K -3,745 -42%