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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 %
MC
376
Middleton & Co
Massachusetts
$203K +$203K +2,500 New
BCM
377
Barometer Capital Management
Ontario, Canada
$203K +$203K +2,500 New
FCM
378
Fortis Capital Management
Washington
$201K +$201K +2,475 New
PIMG
379
Patriot Investment Management Group
Tennessee
$201K +$201K +2,475 New
SFA
380
Sequoia Financial Advisors
Ohio
$201K +$201K +2,475 New
CT
381
Colonial Trust
South Carolina
$197K
AIC
382
Ayalon Insurance Company
Israel
$197K -$3.23M -39,790 -94%
CAS
383
Coppell Advisory Solutions
Texas
$189K +$189K +2,330 New
FFL
384
Financial Freedom LLC
Ohio
$182K
GTAM
385
Global Trust Asset Management
Florida
$176K +$91.3K +1,125 +107%
PTC
386
Private Trust Company
Ohio
$158K +$26.4K +325 +20%
BC
387
Bartlett & Co
Ohio
$155K +$155K +1,895 New
BCWM
388
Bartlett & Co Wealth Management
Ohio
$155K +$155K +1,895 New
AT
389
Arlington Trust
Alabama
$151K +$151K +1,860 New
NS
390
NBC Securities
Alabama
$141K +$34.2K +425 +32%
RP
391
Rice Partnership
Hawaii
$140K
AWM
392
Avior Wealth Management
Nebraska
$139K
GC
393
Garde Capital
Washington
$136K +$136K +1,680 New
RPCA
394
Running Point Capital Advisors
California
$117K
Bessemer Group
395
Bessemer Group
New Jersey
$109K
GG
396
Greenwood Gearhart
Arkansas
$106K -$15.6M -192,745 -99%
Franklin Resources
397
Franklin Resources
California
$104K +$11K +135 +12%
PA
398
Pineridge Advisors
Missouri
$103K +$103K +1,265 New
IA
399
IFP Advisors
Florida
$98.8K -$204K -2,515 -67%
WCM
400
Winthrop Capital Management
Indiana
$97.4K +$97.4K +1,200 New