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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 %
LSA
251
L & S Advisors
California
$349K -$169K -2,450 -33%
JHU
252
Johns Hopkins University
Maryland
$346K
GC
253
Gruss & Co
Florida
$346K +$346K +5,000 New
WAOTB
254
Wealth Advisors of Tampa Bay
Florida
$344K -$66.1K -955 -16%
CAM
255
Carret Asset Management
New York
$343K -$8.65K -125 -2%
PCIA
256
Prime Capital Investment Advisors
Kansas
$343K +$76.1K +1,100 +29%
CCM
257
Canal Capital Management
Virginia
$339K -$24.6K -355 -7%
HTC
258
Haverford Trust Company
Pennsylvania
$337K
PI
259
PFG Investments
New York
$337K +$10.7K +155 +3%
BAM
260
Belpointe Asset Management
Nevada
$335K -$28K -405 -8%
SS
261
Simplicity Solutions
Minnesota
$333K -$164K -2,375 -33%
BFG
262
Bleakley Financial Group
New Jersey
$333K -$164K -2,375 -33%
YDMI
263
Y.D. More Investments
Israel
$322K +$7.95K +115 +3%
TFCP
264
Twin Focus Capital Partners
Massachusetts
$322K
FIA
265
Foundations Investment Advisors
Arizona
$316K -$346 -5 -0.1%
FFS
266
Founders Financial Securities
Maryland
$310K -$79.2K -1,145 -20%
SFP
267
Sandbox Financial Partners
Maryland
$298K
FA
268
Financial Advisors
Massachusetts
$297K
JAG
269
Journey Advisory Group
Kentucky
$294K
VFA
270
Valeo Financial Advisors
Indiana
$291K
CG
271
Cynosure Group
Utah
$291K +$291K +4,200 New
RJT
272
Raymond James Trust
Florida
$287K +$33.5K +485 +13%
MCA
273
Magnolia Capital Advisors
Mississippi
$285K
SIC
274
Samalin Investment Counsel
New York
$284K
Bank of New York Mellon
275
Bank of New York Mellon
New York
$283K +$32.9K +475 +13%