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iShares Expanded Tech-Software Sector ETF

365 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-28
Holders Change %
-7.12%
% of All Funds
6.43%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.28%
New
36
Increased
107
Reduced
151
Closed
60
Calls
$1.89B
Puts
$1.37B
Net Calls
+$525M
Net Calls Change
-$569M
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
326
DB Wealth Management Group
California
$37K
EWM
327
Elmwood Wealth Management
California
$34K +$34K +500 New
CWA
328
Carolina Wealth Advisors
South Carolina
$33K
EIP
329
Ellis Investment Partners
Pennsylvania
$29K
EDRH
330
Edmond de Rothschild Holding
Switzerland
$27K -$488K -7,055 -95%
MAM
331
McCarthy Asset Management
California
$27K -$1.01K -15 -4%
CAAS
332
Capital Asset Advisory Services
Michigan
$27K +$22.9K +335 +558%
MPCG
333
Matrix Private Capital Group
New York
$27K +$27K +400 New
PWA
334
Phoenix Wealth Advisors
North Carolina
$26K
AF
335
Allworth Financial
California
$25K
MCC
336
Money Concepts Capital
Florida
$23K -$338 -5 -1%
SFSIG
337
San Francisco Sentry Investment Group
California
$23K
QCG
338
Quadrant Capital Group
Ohio
$23K
FPW
339
Flagship Private Wealth
Massachusetts
$22.8K -$9.96K -140 -30%
TWA
340
TCI Wealth Advisors
Arizona
$22K +$4.54K +65 +26%
GLLW
341
Graves Light Lenhart Wealth
Virginia
$20K
BWL
342
Bogart Wealth LLC
Virginia
$20K
GRP
343
Global Retirement Partners
California
$20K
SMG
344
Spectrum Management Group
Indiana
$20K +$20K +295 New
AIC
345
Archer Investment Corporation
Indiana
$19.8K
VCM
346
Versant Capital Management
Arizona
$19K +$19K +285 New
PK
347
Pflug Koory
Nebraska
$18K
BW
348
Bison Wealth
Georgia
$18K +$3.46K +50 +24%
MF
349
Manchester Financial
California
$17K +$17K +250 New
GEA
350
Glen Eagle Advisors
New Jersey
$14.7K +$2.73K +40 +23%