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iShares Expanded Tech-Software Sector ETF

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
OCBCO
226
Oversea-Chinese Banking Corp (OCBC)
Singapore
$730K +$730K +8,565 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$720K +$677K +39,622 +1,551%
Northern Trust
228
Northern Trust
Illinois
$719K +$69.1K +810 +11%
UAS
229
United Asset Strategies
New York
$715K -$104K -1,217 -13%
CIC
230
Carnegie Investment Counsel
Ohio
$707K +$2.99K +35 +0.4%
PA
231
Parallel Advisors
California
$702K -$171 -2 -0%
TSWM
232
Triangle Securities Wealth Management
North Carolina
$679K -$37.5K -440 -5%
BRWA
233
B. Riley Wealth Advisors
Florida
$679K -$2.81M -8,236 -81%
CG
234
Caprock Group
Idaho
$667K
NL
235
NVWM LLC
Pennsylvania
$660K -$213K -2,499 -24%
DFG
236
Dupree Financial Group
Kentucky
$653K -$21.6K -253 -3%
HSA
237
HBK Sorce Advisory
Pennsylvania
$644K -$1.96K -23 -0.3%
RJT
238
Raymond James Trust
Florida
$640K +$187K +2,190 +41%
William Blair & Company
239
William Blair & Company
Illinois
$637K -$15.8K -185 -2%
GCA
240
Genesee Capital Advisors
New York
$628K +$628K +7,364 New
Bank of New York Mellon
241
Bank of New York Mellon
New York
$626K +$133K +1,562 +27%
MFG
242
Merit Financial Group
Georgia
$623K +$623K +7,703 New
US Bancorp
243
US Bancorp
Minnesota
$618K +$938 +11 +0.2%
PI
244
PFG Investments
New York
$610K -$1.73M -20,265 -74%
EWA
245
EP Wealth Advisors
California
$609K -$163K -1,915 -21%
AWCI
246
Alpine Woods Capital Investors
New York
$592K
CTA
247
Colonial Trust Advisors
South Carolina
$586K +$10.7K +126 +2%
Parallax Volatility Advisers
248
Parallax Volatility Advisers
California
$584K -$967K -11,336 -62%
CWM
249
Calamos Wealth Management
Illinois
$580K
GIM
250
Goelzer Investment Management
Indiana
$576K