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iShares Expanded Tech-Software Sector ETF

675 hedge funds and large institutions have $8.31B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 220 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+59
Holders Change %
+9.58%
% of All Funds
9.05%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.35%
New
130
Increased
220
Reduced
199
Closed
64
Calls
$531M
Puts
$358M
Net Calls
+$173M
Net Calls Change
-$460M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
AE Wealth Management
Kansas
$873K +$103K +938 +13%
LI
327
LMCG Investments
Massachusetts
$852K -$63.8K -583 -7%
OCBCO
328
Oversea-Chinese Banking Corp (OCBC)
Singapore
$852K -$35K -320 -4%
PA
329
Parallel Advisors
California
$849K +$1.1K +10 +0.1%
William Blair & Company
330
William Blair & Company
Illinois
$829K +$2.52K +23 +0.3%
GIA
331
Gladstone Institutional Advisory
Florida
$825K +$35K +320 +4%
WA
332
WBH Advisory
Maryland
$822K
AWCI
333
Alpine Woods Capital Investors
New York
$821K
HSA
334
HBK Sorce Advisory
Pennsylvania
$820K
3F
335
360 Financial
Minnesota
$798K -$26.3K -240 -3%
QCM
336
Quantinno Capital Management
New York
$795K +$795K +7,263 New
WIA
337
World Investment Advisors
California
$795K +$104K +950 +15%
OCM
338
One Capital Management
California
$781K +$25.7K +235 +3%
LFS
339
Legacy Financial Strategies
Kansas
$779K -$548 -5 -0.1%
JSW
340
Journey Strategic Wealth
New Jersey
$775K -$49.6K -453 -6%
MWP
341
Madison Wealth Partners
Wisconsin
$754K -$6.13K -56 -0.8%
VFA
342
Valeo Financial Advisors
Indiana
$750K
PTC
343
Private Trust Company
Ohio
$746K +$299K +2,729 +67%
IMC
344
Investment Management Corporation
Virginia
$745K +$245K +2,236 +49%
MMG
345
Monetary Management Group
Missouri
$736K
TSWM
346
Triangle Securities Wealth Management
North Carolina
$731K
GIM
347
Goelzer Investment Management
Indiana
$730K +$57.5K +525 +9%
SIC
348
Sterling Investment Counsel
New York
$727K -$117K -1,065 -14%
APP
349
Avantax Planning Partners
Iowa
$717K +$717K +6,550 New
SWM
350
SFG Wealth Management
Maryland
$708K