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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 %
SWA
301
SOA Wealth Advisors
New York
$228K
FFA
302
First Foundation Advisors
California
$225K +$225K +3,255 New
TPWA
303
TRUE Private Wealth Advisors
Oregon
$225K +$225K +3,250 New
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$225K +3,250 New
JWCA
305
J.W. Cole Advisors
Florida
$221K -$31.1K -450 -12%
Bessemer Group
306
Bessemer Group
New Jersey
$221K -$113K -1,625 -34%
GWAG
307
Garrett Wealth Advisory Group
Texas
$220K +$220K +3,185 New
KDA
308
Kraft Davis & Associates
Missouri
$216K +$216K +3,120 New
CI
309
Ceera Investments
Texas
$214K +$214K +3,095 New
SFM
310
Signet Financial Management
New Jersey
$211K +$211K +3,055 New
FAIM
311
Financial Advocates Investment Management
Washington
$203K -$40.5K -585 -17%
TYCC
312
Texas Yale Capital Corp
Florida
$202K +$202K +2,925 New
HIS
313
Harvest Investment Services
Illinois
$201K +$201K +2,910 New
PWM
314
Perigon Wealth Management
California
$200K +$200K +2,895 New
IA
315
IFP Advisors
Florida
$192K +$7.66K +110 +4%
HDIM
316
Hanson & Doremus Investment Management
Vermont
$176K
CT
317
Colonial Trust
South Carolina
$168K
VWM
318
Venturi Wealth Management
Texas
$161K -$699K -10,105 -81%
First Manhattan
319
First Manhattan
New York
$156K +$26K +375 +20%
FFL
320
Financial Freedom LLC
Ohio
$155K
LFG
321
Larson Financial Group
Missouri
$150K +$10.7K +155 +8%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$141K +$26K +375 +23%
GWM
323
Geneos Wealth Management
Colorado
$125K
RP
324
Rice Partnership
Hawaii
$119K
AWM
325
Avior Wealth Management
Nebraska
$119K -$10.4K -150 -8%