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iShares Expanded Tech-Software Sector ETF

646 hedge funds and large institutions have $5.34B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 169 increasing their positions, 233 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.62% more ownership

Funds ownership: 64.55%68.18% (+3.6%)

0% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 100

2% less funds holding

Funds holding: 657646 (-11)

18% less capital invested

Capital invested by funds: $6.48B → $5.34B (-$1.14B)

23% less call options, than puts

Call options by funds: $233M | Put options by funds: $301M

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 233

Holders
646
Holders Change
-11
Holders Change %
-1.67%
% of All Funds
7.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.16%
New
100
Increased
169
Reduced
233
Closed
100
Calls
$233M
Puts
$301M
Net Calls
-$68.4M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
276
Advisor Resource Council
Texas
$913K +$1.12M +10,203 New
KeyBank National Association
277
KeyBank National Association
Ohio
$902K -$30.2K -275 -3%
LI
278
LMCG Investments
Massachusetts
$897K +$9.78K +89 +1%
SWM
279
Sherman Wealth Management
Maryland
$894K +$929K +8,455 New
IWC
280
Integrated Wealth Concepts
Massachusetts
$878K -$828K -7,531 -48%
AssetMark Inc
281
AssetMark Inc
California
$867K -$352K -3,198 -28%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$857K -$1.31M -11,906 -59%
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$832K -$33.7K -307 -4%
MWA
284
Muirfield Wealth Advisors
North Carolina
$829K +$212K +1,927 +33%
William Blair & Company
285
William Blair & Company
Illinois
$824K -$53.1K -483 -6%
SG
286
Sankala Group
Colorado
$822K +$1.11M +10,083 New
ATPW
287
Ashton Thomas Private Wealth
Arizona
$812K -$149K -1,358 -15%
VFA
288
Valeo Financial Advisors
Indiana
$809K +$87.9K +800 +12%
SIC
289
Sterling Investment Counsel
New York
$804K +$14.5K +132 +2%
OCM
290
One Capital Management
California
$796K +$30.1K +274 +4%
AWCI
291
Alpine Woods Capital Investors
New York
$793K
PA
292
Parallel Advisors
California
$779K -$41.8K -380 -5%
KIM
293
Kane Investment Management
California
$774K -$163K -1,480 -17%
CCAM
294
Cascades Capital Asset Management
North Carolina
$773K -$84.6K -770 -10%
LFS
295
Legacy Financial Strategies
Kansas
$768K -$6.6K -60 -0.8%
WA
296
WBH Advisory
Maryland
$761K
AWM
297
AE Wealth Management
Kansas
$753K -$44K -400 -5%
OCBCO
298
Oversea-Chinese Banking Corp (OCBC)
Singapore
$744K -$82K -746 -10%
JWCA
299
J.W. Cole Advisors
Florida
$741K +$4.4K +40 +0.4%
BCM
300
Brookstone Capital Management
Illinois
$733K -$1.48M -13,429 -66%