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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 %
HSA
251
HBK Sorce Advisory
Pennsylvania
$615K
PCA
252
Pallas Capital Advisors
Massachusetts
$613K +$613K +7,560 New
AWCI
253
Alpine Woods Capital Investors
New York
$608K
ICM
254
Ionic Capital Management
New York
$608K
US Bancorp
255
US Bancorp
Minnesota
$587K -$99K -1,220 -14%
DS
256
DRW Securities
Illinois
$570K +$570K +7,020 New
IAIM
257
International Assets Investment Management
Florida
$563K +$563K +6,935 New
CWM
258
Calamos Wealth Management
Illinois
$552K
GIM
259
Goelzer Investment Management
Indiana
$548K
CTA
260
Colonial Trust Advisors
South Carolina
$548K
NPFS
261
Novak & Powell Financial Services
Florida
$539K +$539K +6,640 New
PFA
262
Plotkin Financial Advisors
Maryland
$531K
PCMH
263
Polymer Capital Management (HK)
Hong Kong
$527K +$527K +6,500 New
MWP
264
Madison Wealth Partners
Wisconsin
$519K +$7.71K +95 +2%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$515K
VFA
266
Valeo Financial Advisors
Indiana
$508K
JRP
267
Jasper Ridge Partners
California
$487K
TA
268
TruWealth Advisors
Louisiana
$485K +$32K +395 +7%
FIA
269
Foundations Investment Advisors
Arizona
$474K +$36.2K +425 +8%
MMH
270
Menora Mivtachim Holdings
Israel
$473K -$365K -4,500 -44%
IAG
271
Investmark Advisory Group
Connecticut
$472K
Bank of New York Mellon
272
Bank of New York Mellon
New York
$469K +$144K +1,780 +45%
LFS
273
Legacy Financial Strategies
Kansas
$468K +$200K +2,465 +75%
CCG
274
Chatham Capital Group
Georgia
$462K
MA
275
Montag & Associates
Georgia
$460K +$448K +5,525 +3,683%