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iShares Expanded Tech-Software Sector ETF

348 hedge funds and large institutions have $3.7B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 125 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.04%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.55%
New
56
Increased
125
Reduced
111
Closed
36
Calls
$747M
Puts
$658M
Net Calls
+$89.5M
Net Calls Change
+$408M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
26
Portfolio Strategies
New York
$21M +$3.99M +64,250 +23%
STA
27
Summit Trail Advisors
New York
$20.7M +$7.16M +112,020 +53%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$379K +6,085 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$19.3M +$4.78M +76,885 +33%
JCM
30
Janney Capital Management
Pennsylvania
$17.8M -$7.82M -125,595 -31%
AWM
31
Altus Wealth Management
Kentucky
$17.5M +$965K +15,505 +6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.6M +$2.19M +35,245 +15%
Stifel Financial
33
Stifel Financial
Missouri
$16.5M +$1.08M +17,360 +7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$16.1M -$402K -6,465 -2%
BlackRock
35
BlackRock
New York
$15.2M +$15.2M +244,750 New
AWMS
36
Advocacy Wealth Management Services
Georgia
$14.5M +$8.95M +141,070 +161%
Osaic Holdings
37
Osaic Holdings
Arizona
$14.1M +$3.25M +52,330 +30%
FMLI
38
Fukoku Mutual Life Insurance
Japan
$13.7M
FT
39
Fiduciary Trust
Massachusetts
$13.2M -$267K -4,295 -2%
Truist Financial
40
Truist Financial
North Carolina
$12.8M +$1.65M +26,510 +15%
GWSG
41
GPS Wealth Strategies Group
Colorado
$12.6M +$12.6M +202,700 New
HighTower Advisors
42
HighTower Advisors
Illinois
$12.2M +$78.7K +1,265 +0.6%
MWM
43
MinichMacGregor Wealth Management
New York
$12.1M +$998K +16,040 +9%
FA
44
Financial Advantage
Maryland
$11.5M -$3.74M -60,150 -24%
PIM
45
Parker Investment Management
California
$11.5M +$10.3M +166,260 +902%
OAJ
46
Ogorek Anthony Joseph
New York
$11.1M -$56.9K -915 -0.5%
DA
47
Duality Advisers
Florida
$10.9M +$10.9M +175,000 New
KCM
48
Karp Capital Management
California
$10.8M +$1.65M +26,440 +18%
NCM
49
Noesis Capital Mangement
Florida
$10.7M -$2.8M -44,935 -21%
GG
50
Greenwood Gearhart
Arkansas
$9.76M +$9.76M +156,765 New