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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 %
HIIFS
276
Harel Insurance Investments & Financial Services
Israel
$283K -$43.6M -630,960 -99%
MMG
277
Monetary Management Group
Missouri
$278K
TC
278
TradeLink Capital
Illinois
$277K +$277K +4,000 New
CS
279
Cannell & Spears
New York
$277K -$181K -2,610 -39%
BFS
280
Bradley Foster & Sargent
Connecticut
$277K
SWA
281
Stratos Wealth Advisors
Ohio
$269K +$269K +3,890 New
S
282
SignatureFD
Georgia
$267K
TC
283
Telemus Capital
Michigan
$259K -$27.3K -395 -10%
BIM
284
Bullseye Investment Management
Ohio
$258K -$10.9K -150 -4%
WSCM
285
Wellington Shields Capital Management
New York
$258K +$258K +3,725 New
MWM
286
Modera Wealth Management
New Jersey
$256K +$256K +3,705 New
CFA
287
Camarda Financial Advisors
Florida
$255K +$255K +3,690 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$249K -$5.54K -80 -2%
LWM
289
Lyell Wealth Management
California
$244K +$3.46K +50 +1%
RWP
290
RWA Wealth Partners
Massachusetts
$242K
CRIG
291
Charter Research & Investment Group
Connecticut
$242K
MCCP
292
Mission Creek Capital Partners
California
$241K
PWM
293
Purus Wealth Management
California
$240K -$156K -2,250 -39%
RCM
294
RB Capital Management
Nevada
$236K +$7.96K +115 +3%
KWA
295
Kingswood Wealth Advisors
California
$233K +$233K +3,370 New
IC
296
IEQ Capital
California
$231K -$105K -1,520 -31%
OAJ
297
Ogorek Anthony Joseph
New York
$231K -$51.4K -745 -18%
OWA
298
Outlook Wealth Advisors
Texas
$230K +$230K +3,325 New
WWM
299
Western Wealth Management
Colorado
$229K +$229K +3,305 New
LFS
300
Legacy Financial Strategies
Kansas
$228K +$228K +3,300 New