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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 %
PI
276
PineBridge Investments
New York
$454K
AFG
277
Atomi Financial Group
New York
$441K -$7.3K -90 -2%
TWP
278
Tempus Wealth Planning
California
$441K -$69.4K -855 -14%
CI
279
CX Institutional
Indiana
$440K +$440K +5,420 New
RJT
280
Raymond James Trust
Florida
$431K
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$428K +$428K +5,270 New
SFI
282
SPC Financial Inc
Maryland
$425K -$66.1K -815 -13%
BCP
283
Blue Chip Partners
Michigan
$422K
PCM
284
Pennsylvania Capital Management
Pennsylvania
$415K -$49.1K -605 -11%
PFA
285
Pinnacle Family Advisors
Missouri
$412K +$99.4K +1,225 +32%
JHU
286
Johns Hopkins University
Maryland
$406K
GC
287
Gruss & Co
Florida
$406K
BSHC
288
Breed's Hill Capital
Massachusetts
$406K +$406K +5,000 New
WAOTB
289
Wealth Advisors of Tampa Bay
Florida
$398K -$410K -5,055 -51%
CCM
290
Canal Capital Management
Virginia
$397K
HTC
291
Haverford Trust Company
Pennsylvania
$395K
SS
292
Simplicity Solutions
Minnesota
$388K +$406 +5 +0.1%
BFG
293
Bleakley Financial Group
New Jersey
$388K +$406 +5 +0.1%
SWM
294
Spire Wealth Management
Virginia
$387K +$108K +1,295 +39%
CIS
295
Custom Index Systems
New York
$387K +$387K +4,765 New
AAS
296
Ameritas Advisory Services
Nebraska
$385K +$114K +1,395 +42%
CAM
297
Carret Asset Management
New York
$380K -$2.03K -25 -0.5%
EP
298
Edgestream Partners
New Jersey
$376K -$664K -8,190 -64%
PS
299
Principal Securities
Iowa
$375K +$375K +4,620 New
YDMI
300
Y.D. More Investments
Israel
$365K -$8.92K -110 -2%