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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 %
AWM
426
Abound Wealth Management
Tennessee
$48.7K +$812 +10 +2%
AA
427
Addison Advisors
Vermont
$48.7K
IPW
428
Impact Partnership Wealth
Georgia
$41K -$23.5K -290 -36%
Marshall Wace
429
Marshall Wace
United Kingdom
$40.6K -$2.96M -36,500 -99%
MCM
430
Manchester Capital Management
Vermont
$40.6K
HNB
431
Huntington National Bank
Ohio
$38.5K -$60.4K
CAL
432
Capital Analysts LLC
Pennsylvania
$38K -$2.04K -25 -5%
KSWA
433
Kathleen S. Wright Associates
Pennsylvania
$35.7K +$35.7K +440 New
MSWM
434
McGlone Suttner Wealth Management
Wisconsin
$34.9K +$34.9K +430 New
GWMIA
435
Global Wealth Management Investment Advisory
Florida
$34.1K
AssetMark Inc
436
AssetMark Inc
California
$32.5K +$15.4K +190 +90%
EW
437
Element Wealth
Mississippi
$32K
GI
438
Gradient Investments
Minnesota
$31.2K
LF
439
Lee Financial
Texas
$29.6K
RMC
440
Resources Management Corp
Connecticut
$29K
FCA
441
FinTrust Capital Advisors
South Carolina
$28.4K
AIM
442
Anchor Investment Management
South Carolina
$25.6K
WWM
443
Wagner Wealth Management
South Carolina
$25.6K
AWM
444
Able Wealth Management
New Jersey
$24.3K +$24.3K +300 New
HPC
445
HM Payson & Co
Maine
$23.9K
AIC
446
Archer Investment Corporation
Indiana
$23.5K
PK
447
Pflug Koory
Nebraska
$21.5K
RG
448
Retirement Group
California
$21.5K
MTIC
449
Missouri Trust & Investment Company
Missouri
$20.3K
BWL
450
Bogart Wealth LLC
Virginia
$17.8K