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iShares Expanded Tech-Software Sector ETF

474 hedge funds and large institutions have $5.17B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+62
Holders Change %
+15.05%
% of All Funds
6.95%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
109
Increased
125
Reduced
129
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
226
Transform Wealth
Colorado
$759K -$75.4K -930 -9%
AF
227
Apollon Financial
South Carolina
$758K +$758K +9,345 New
KeyBank National Association
228
KeyBank National Association
Ohio
$757K
GFPC
229
Global Financial Private Client
Florida
$753K +$45.8K +565 +6%
WWM
230
WJ Wealth Management
Arizona
$750K
CFD
231
Creative Financial Designs
Indiana
$750K -$47.5K -585 -6%
EWA
232
EP Wealth Advisors
California
$735K -$158K -1,945 -18%
DC
233
Davenport & Co
Virginia
$731K -$84K -1,035 -10%
YC
234
Yarbrough Capital
Tennessee
$726K
NCM
235
Novare Capital Management
North Carolina
$708K
CIA
236
Concurrent Investment Advisors
Florida
$707K +$707K +8,710 New
TSS
237
Two Sigma Securities
New York
$703K +$703K +8,660 New
SIC
238
Salem Investment Counselors
North Carolina
$702K
LP
239
LMR Partners
United Kingdom
$690K +$690K +8,500 New
TSWM
240
Triangle Securities Wealth Management
North Carolina
$682K -$6.09K -75 -0.9%
CIC
241
Carnegie Investment Counsel
Ohio
$670K -$196K -2,420 -23%
PA
242
Parallel Advisors
California
$668K +$406 +5 +0.1%
JWCA
243
J.W. Cole Advisors
Florida
$661K +$239K +2,950 +57%
DFG
244
Dupree Financial Group
Kentucky
$642K +$642K +7,910 New
CG
245
Caprock Group
Idaho
$634K -$22.3K -275 -3%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$632K -$72.6K -895 -10%
SAW
247
Signal Advisors Wealth
Michigan
$632K +$632K +7,785 New
William Blair & Company
248
William Blair & Company
Illinois
$621K -$25.6K -315 -4%
Northern Trust
249
Northern Trust
Illinois
$618K -$119K -1,465 -16%
CAM
250
Cresset Asset Management
Illinois
$615K +$89.2K +1,100 +17%