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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 %
PTC
326
Private Trust Company
Ohio
$112K +$5.19K +75 +5%
GRP
327
Global Retirement Partners
California
$107K -$4.15K -60 -4%
CF
328
Centaurus Financial
California
$107K +$107K +1,550 New
GTAM
329
Global Trust Asset Management
Florida
$102K -$88.2K -1,275 -46%
TAM
330
Townsend Asset Management
North Carolina
$100K
RPCA
331
Running Point Capital Advisors
California
$100K
SS
332
Sunbelt Securities
Texas
$92.7K +$27.7K +400 +43%
RIA
333
Realta Investment Advisors
Delaware
$81.6K +$81.6K +1,180 New
FFA
334
Founders Financial Alliance
North Carolina
$80.3K
Franklin Resources
335
Franklin Resources
California
$79.6K
EWM
336
Endurance Wealth Management
Rhode Island
$79K
CHA
337
Carmichael Hill & Associates
Maryland
$69.5K
AF
338
Allworth Financial
California
$69.2K +$8.99K +130 +15%
UIA
339
Ulland Investment Advisors
Minnesota
$69K
FHA
340
First Horizon Advisors
Tennessee
$64K
PMFA
341
Plante Moran Financial Advisors
Michigan
$62.6K
RFA
342
Resurgent Financial Advisors
Georgia
$62.6K
AA
343
Addison Advisors
Vermont
$62.3K -$6.92K -100 -10%
SWA
344
Sutton Wealth Advisors
Florida
$61.2K +$61.2K +885 New
GEA
345
Glen Eagle Advisors
New Jersey
$60.9K +$7.22K +105 +13%
SWM
346
Spire Wealth Management
Virginia
$60.5K
FWP
347
FAS Wealth Partners
Kansas
$58.8K
IPW
348
Impact Partnership Wealth
Georgia
$55K +$55K +795 New
CIAS
349
Capital Investment Advisory Services
North Carolina
$50.1K
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$49.8K +$12.8K +185 +35%