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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 %
TYCC
351
Texas Yale Capital Corp
Florida
$237K +$237K +2,925 New
CP
352
Camelot Portfolios
Ohio
$236K +$236K +2,910 New
EWM
353
Empirical Wealth Management
Washington
$234K +$234K +2,890 New
PWM
354
Perigon Wealth Management
California
$234K +$234K +2,885 New
LFP
355
Leeward Financial Partners
Washington
$230K +$230K +2,840 New
FFS
356
Founders Financial Securities
Maryland
$230K +$230K +2,830 New
KDA
357
Kraft Davis & Associates
Missouri
$229K -$35.2K -415 -13%
BFA
358
Beaumont Financial Advisors
Massachusetts
$228K +$228K +2,815 New
AL
359
Aspiriant LLC
California
$228K +$228K +2,815 New
TWP
360
Tyche Wealth Partners
Texas
$225K +$225K +2,775 New
MGIA
361
Matthew Goff Investment Advisor
Texas
$223K +$223K +2,750 New
PWS
362
Precision Wealth Strategies
Missouri
$220K +$220K +2,715 New
BAM
363
Belpointe Asset Management
Nevada
$218K +$218K +2,685 New
ACM
364
AlphaStar Capital Management
North Carolina
$217K +$217K +2,670 New
HGA
365
Hobbs Group Advisors
South Carolina
$214K +$214K +2,640 New
GC
366
Grimes & Company
Massachusetts
$213K +$213K +2,625 New
AIP
367
Almanack Investment Partners
Pennsylvania
$213K +$213K +2,620 New
First Manhattan
368
First Manhattan
New York
$210K +$18.3K +225 +10%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$209K +$209K +2,555 New
LFG
370
Larson Financial Group
Missouri
$208K +$10.1K +125 +5%
SS
371
Sunbelt Securities
Texas
$206K +$106K +1,305 +105%
HDIM
372
Hanson & Doremus Investment Management
Vermont
$206K
SAM
373
Silvercrest Asset Management
New York
$205K +$205K +2,525 New
GW
374
GW & Wade
Massachusetts
$204K +$204K +2,520 New
TCG
375
Transcendent Capital Group
Oklahoma
$203K +$203K +2,500 New