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iShares Expanded Tech-Software Sector ETF

385 hedge funds and large institutions have $2.63B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 154 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-8
Holders Change %
-2.04%
% of All Funds
6.51%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
63
Increased
95
Reduced
154
Closed
71
Calls
$611M
Puts
$445M
Net Calls
+$166M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Avior Wealth Management
Nebraska
$100K -$13.4K -250 -12%
PTC
302
Private Trust Company
Ohio
$97K +$97K +1,795 New
CHA
303
Carmichael Hill & Associates
Maryland
$95K
BFEC
304
Benjamin F. Edwards & Company
Missouri
$88K -$11.6K -215 -12%
NFSG
305
Newbridge Financial Services Group
Florida
$85K
CCM
306
Covington Capital Management
California
$83K +$81.1K +1,500 +4,286%
AWM
307
Activest Wealth Management
Florida
$82K
TAM
308
Townsend Asset Management
North Carolina
$78K
RPCA
309
Running Point Capital Advisors
California
$78K
IA
310
IFP Advisors
Florida
$72K
BEI
311
Benjamin Edwards Inc
Missouri
$71K -$2.7K -50 -4%
AA
312
AlphaMark Advisors
Kentucky
$68K
PIA
313
Powell Investment Advisors
Florida
$67K +$67K +1,250 New
Franklin Resources
314
Franklin Resources
California
$62K -$115K -2,125 -65%
EWM
315
Endurance Wealth Management
Rhode Island
$61K
SMA
316
Sage Mountain Advisors
Georgia
$57K
TRCT
317
Tower Research Capital (TRC)
New York
$54K -$675K -12,445 -93%
MMG
318
Monetary Management Group
Missouri
$54K
AA
319
Addison Advisors
Vermont
$54K
UIA
320
Ulland Investment Advisors
Minnesota
$54K
GWM
321
Geneos Wealth Management
Colorado
$54K +$46.7K +865 +641%
SC
322
SouthState Corp
Florida
$49K -$149K -2,780 -75%
WT
323
Whittier Trust
California
$44K +$44K +825 New
TFS
324
TrustCore Financial Services
Tennessee
$40K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$40K +$16.2K +300 +68%