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iShares Expanded Tech-Software Sector ETF

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
426
Manchester Capital Management
Vermont
$42.6K
CFGS
427
Concourse Financial Group Securities
Alabama
$39.2K +$39.2K +460 New
WIC
428
Woodmont Investment Counsel
Tennessee
$38.8K +$38.8K +455 New
KSWA
429
Kathleen S. Wright Associates
Pennsylvania
$37.5K
AssetMark Inc
430
AssetMark Inc
California
$34.1K
EW
431
Element Wealth
Mississippi
$33.7K
TIM
432
Tortoise Investment Management
New York
$32K +$32K +375 New
RMC
433
Resources Management Corp
Connecticut
$31K
AIM
434
Anchor Investment Management
South Carolina
$26.9K
HPC
435
HM Payson & Co
Maine
$25.2K
AIC
436
Archer Investment Corporation
Indiana
$24.7K
GI
437
Gradient Investments
Minnesota
$23.4K -$9.38K -110 -29%
PK
438
Pflug Koory
Nebraska
$22.6K
RG
439
Retirement Group
California
$22.6K
MTIC
440
Missouri Trust & Investment Company
Missouri
$19.2K -$2.13K -25 -10%
BAM
441
Byrne Asset Management
New Jersey
$16.2K +$16.2K +190 New
FP
442
Financial Perspectives
Minnesota
$14.5K
TSWM
443
Tyler-Stone Wealth Management
Ohio
$14.5K
FIM
444
FWL Investment Management
Texas
$13.2K -$2.56K -30 -16%
FFA
445
Farther Finance Advisors
California
$12.8K -$57K -670 -82%
CWC
446
Carolinas Wealth Consulting
North Carolina
$10K +$10K +117 New
GI
447
GAMMA Investing
California
$9.81K
APC
448
Aspire Private Capital
North Carolina
$9.38K
Bessemer Group
449
Bessemer Group
New Jersey
$9K -$113K -1,250 -93%
IGWM
450
ICA Group Wealth Management
Colorado
$8.53K