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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 %
SFP
301
Sandbox Financial Partners
Maryland
$353K +$811 +10 +0.2%
JAG
302
Journey Advisory Group
Kentucky
$345K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$342K +$15.4K +190 +5%
CG
304
Cynosure Group
Utah
$341K
ASFA
305
All Season Financial Advisors
Colorado
$340K -$8.92K -110 -3%
MAM
306
MWA Asset Management
Massachusetts
$335K +$32.9K +405 +11%
MMG
307
Monetary Management Group
Missouri
$327K
BFS
308
Bradley Foster & Sargent
Connecticut
$325K
CS
309
Cannell & Spears
New York
$325K
SIC
310
Samalin Investment Counsel
New York
$324K -$406 -5 -0.1%
SVWAG
311
Sound View Wealth Advisors Group
Georgia
$319K +$319K +3,935 New
KNW
312
Kesler Norman & Wride
Utah
$314K +$62.9K +775 +25%
IFWM
313
Institute for Wealth Management
Colorado
$308K +$308K +3,795 New
WSCM
314
Wellington Shields Capital Management
New York
$302K
TC
315
Telemus Capital
Michigan
$301K -$2.03K -25 -0.7%
S
316
SignatureFD
Georgia
$299K -$12.2K -150 -4%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$299K +$277K +3,415 +1,289%
KWM
318
Kingsview Wealth Management
Oregon
$296K +$296K +3,650 New
Tudor Investment Corp
319
Tudor Investment Corp
Connecticut
$296K -$1.9M -23,385 -87%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$293K -$71K -875 -20%
RWP
321
RWA Wealth Partners
Massachusetts
$284K
CRIG
322
Charter Research & Investment Group
Connecticut
$284K
WA
323
Wealthstream Advisors
New York
$284K +$284K +3,500 New
MWM
324
Modera Wealth Management
New Jersey
$283K
MCCP
325
Mission Creek Capital Partners
California
$282K