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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 %
AWE
426
Avidian Wealth Enterprises
Texas
-$408K -6,695 Closed
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
-$349K -5,730 Closed
MTWSIF
428
Mivtachim The Workers Social Insurance Fund
Israel
-$305K -5,000 Closed
PAMP
429
Polar Asset Management Partners
Ontario, Canada
-$305K -5,000 Closed
AAS
430
Ameritas Advisory Services
Nebraska
-$271K -4,525 Closed
SW
431
SVB Wealth
Massachusetts
-$273K -4,485 Closed
SFA
432
Sequoia Financial Advisors
Ohio
-$235K -3,855 Closed
HT
433
Headlands Technologies
Illinois
-$220K -3,605 Closed
EI
434
Ellevest Inc
New York
-$43K -705 Closed
BA
435
Bristlecone Advisors
Washington
-$25.9K -425 Closed
GWANC
436
Guardian Wealth Advisors (North Carolina)
North Carolina
-$23.5K -385 Closed
ACA
437
Aptus Capital Advisors
Alabama
-$23.5K -385 Closed
FIM
438
FWL Investment Management
Texas
-$17.7K -290 Closed
GBT
439
Grove Bank & Trust
Florida
-$14.9K -245 Closed
BTI
440
Blue Trust Inc
Georgia
-$11K -220 Closed
SC
441
SouthState Corp
Florida
-$12.2K -200 Closed
CP
442
Castleview Partners
Texas
-$10.4K -170 Closed
AWM
443
Accel Wealth Management
Iowa
-$9.14K -150 Closed
Qube Research & Technologies (QRT)
444
Qube Research & Technologies (QRT)
United Kingdom
-$3.96K -65 Closed
CMP
445
Coston McIsaac & Partners
Maine
-$2K -40 Closed
WWP
446
WR Wealth Planners
Missouri
-$2.13K -35 Closed
PI
447
PEAK6 Investments
Illinois
-$587 -10 Closed