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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 %
RIM
451
Rockbridge Investment Management
New York
$16.2K +$16.2K +200 New
BAM
452
Byrne Asset Management
New Jersey
$15.5K -$13K
FIM
453
FWL Investment Management
Texas
$15K -$7.71K -95 -34%
FP
454
Financial Perspectives
Minnesota
$13.8K +$811 +10 +6%
TSWM
455
Tyler-Stone Wealth Management
Ohio
$13.8K +$4.06K +50 +42%
GI
456
GAMMA Investing
California
$9.67K +$9.67K +115 New
WWM
457
Wolff Wiese Magana
California
$8.93K
APC
458
Aspire Private Capital
North Carolina
$8.92K
IGWM
459
ICA Group Wealth Management
Colorado
$8.11K +$8.11K +100 New
RDFA
460
Ritter Daniher Financial Advisory
Ohio
$7.3K
JWA
461
JFS Wealth Advisors
Pennsylvania
$6.9K
LA
462
LM Advisors
California
$6.9K +$6.9K +85 New
EWA
463
EverSource Wealth Advisors
Alabama
$4.06K
SSB
464
Sandy Spring Bank
Maryland
$2.84K +$2.84K +35 New
TCWA
465
Turtle Creek Wealth Advisors
Texas
$2.84K +$2.84K +35 New
GPFA
466
Game Plan Financial Advisors
Ohio
$2.43K +$2.43K +30 New
CSC
467
Caldwell Sutter Capital
California
$1.22K +$1.22K +15 New
PI
468
PEAK6 Investments
Illinois
$1.03K -$153K -2,235 -99%
TFGT
469
TS Financial Group (TSFG)
Illinois
$1K
TFA
470
Transamerica Financial Advisors
Florida
$1K
BTI
471
Blue Trust Inc
Georgia
$1K +$1K +10 New
MFT
472
Moisand Fitzgerald Tamayo
Florida
$817
WBC
473
West Branch Capital
Massachusetts
$812
VAG
474
VisionPoint Advisory Group
Texas
$406 +$406 +5 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.3M -1,250,000 Closed