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iShares Expanded Tech-Software Sector ETF

385 hedge funds and large institutions have $2.63B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 95 increasing their positions, 154 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-8
Holders Change %
-2.04%
% of All Funds
6.51%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
63
Increased
95
Reduced
154
Closed
71
Calls
$611M
Puts
$445M
Net Calls
+$166M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
351
Versant Capital Management
Arizona
$15K
BTI
352
Blue Trust Inc
Georgia
$15K +$15K +220 New
BBPWM
353
Blue Bell Private Wealth Management
Pennsylvania
$14K
AWMS
354
Advocacy Wealth Management Services
Georgia
$13K -$4.51K -85 -26%
BWM
355
Baystate Wealth Management
Massachusetts
$13K
SWM
356
Spire Wealth Management
Virginia
$13K
LSA
357
Lansing Street Advisors
Pennsylvania
$13K
JWA
358
JFS Wealth Advisors
Pennsylvania
$13K +$8.58K +165 +194%
BWL
359
Bogart Wealth LLC
Virginia
$12K
FGAM
360
Financial Gravity Asset Management
Texas
$11.7K +$11.7K +24,300 New
TCWM
361
Total Clarity Wealth Management
Illinois
$11K +$11K +205 New
RIM
362
Rockbridge Investment Management
New York
$10.8K
HWA
363
HHM Wealth Advisors
Tennessee
$10K
CCM
364
Chilton Capital Management
Texas
$9K +$9K +175 New
WFA
365
West Financial Advisors
Iowa
$8K
AWM
366
Accel Wealth Management
Iowa
$8K
BWA
367
BDO Wealth Advisors
Florida
$7K +$7K +125 New
IAMOG
368
Investors Asset Management of Georgia
Georgia
$7K +$7K +125 New
TSWM
369
Tyler-Stone Wealth Management
Ohio
$6K
WWM
370
Wolff Wiese Magana
California
$6K
CFGS
371
Concourse Financial Group Securities
Alabama
$5K -$2.75K -55 -35%
CAAS
372
Capital Asset Advisory Services
Michigan
$5K
RDFA
373
Ritter Daniher Financial Advisory
Ohio
$5K +$5K +90 New
TWA
374
TCI Wealth Advisors
Arizona
$5K +$5K +100 New
RG
375
Retirement Group
California
$4K