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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 %
IAIM
251
International Assets Investment Management
Florida
$573K -$16.6K -195 -3%
NPFS
252
Novak & Powell Financial Services
Florida
$566K
CAM
253
Cresset Asset Management
Illinois
$566K -$80.8K -948 -12%
PS
254
Principal Securities
Iowa
$564K +$170K +1,998 +43%
AL
255
Aspiriant LLC
California
$560K +$320K +3,750 +133%
VFA
256
Valeo Financial Advisors
Indiana
$556K +$49.8K +615 +10%
GCA
257
Greenwood Capital Associates
South Carolina
$555K -$325K -3,817 -37%
PFA
258
Plotkin Financial Advisors
Maryland
$548K -$10.7K -125 -2%
SI
259
Stephens Inc
Arkansas
$545K -$422K -4,951 -44%
MWP
260
Madison Wealth Partners
Wisconsin
$543K -$2.56K -30 -0.5%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$540K
ICM
262
Ionic Capital Management
New York
$539K -$100K -1,175 -16%
PCA
263
Pallas Capital Advisors
Massachusetts
$529K -$115K -1,351 -18%
Brown Advisory
264
Brown Advisory
Maryland
$517K +$257K +3,015 +99%
TA
265
TruWealth Advisors
Louisiana
$513K +$2.81K +33 +0.6%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$507K -$157K -1,845 -24%
RSWM
267
Robertson Stephens Wealth Management
California
$498K -$1.57M -18,469 -76%
LFS
268
Legacy Financial Strategies
Kansas
$498K +$5.97K +70 +1%
CCG
269
Chatham Capital Group
Georgia
$497K +$10.7K +125 +2%
IAG
270
Investmark Advisory Group
Connecticut
$496K -$426 -5 -0.1%
JWCA
271
J.W. Cole Advisors
Florida
$486K -$208K -2,439 -30%
PI
272
PineBridge Investments
New York
$477K
AFG
273
Atomi Financial Group
New York
$473K +$9.81K +115 +2%
BIA
274
Biondo Investment Advisors
Pennsylvania
$463K +$463K +5,430 New
CI
275
CX Institutional
Indiana
$453K -$8.95K -105 -2%