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iShares Expanded Tech-Software Sector ETF

646 hedge funds and large institutions have $5.34B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 169 increasing their positions, 233 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.62% more ownership

Funds ownership: 64.55%68.18% (+3.6%)

0% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 100

2% less funds holding

Funds holding: 657646 (-11)

18% less capital invested

Capital invested by funds: $6.48B → $5.34B (-$1.14B)

23% less call options, than puts

Call options by funds: $233M | Put options by funds: $301M

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 233

Holders
646
Holders Change
-11
Holders Change %
-1.67%
% of All Funds
7.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.16%
New
100
Increased
169
Reduced
233
Closed
100
Calls
$233M
Puts
$301M
Net Calls
-$68.4M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
576
Sound Income Strategies
Florida
$42.1K +$44K +400 +1,429%
IIM
577
IFC & Insurance Marketing
California
$42K +$44K +400 New
BWL
578
Bogart Wealth LLC
Virginia
$41.7K +$14.2K +129 +48%
Kayne Anderson Rudnick Investment Management
579
Kayne Anderson Rudnick Investment Management
California
$39.6K
MAM
580
Morse Asset Management
Connecticut
$39.4K +$220 +2 +0.5%
CI
581
CX Institutional
Indiana
$38K -$6.92K -63 -15%
CFO
582
Cambient Family Office
Michigan
$37K +$38.5K +350 New
BC
583
Barrett & Company
Rhode Island
$34.1K +$11K +100 +45%
HHGA
584
Halbert Hargrove Global Advisors
California
$33.3K
AIM
585
Anchor Investment Management
South Carolina
$33.3K
CFD
586
Creative Financial Designs
Indiana
$32.3K
MA
587
Montag & Associates
Georgia
$31.7K -$41.8K -380 -56%
CA
588
Crewe Advisors
Utah
$31K +$110 +1 +0.3%
AIC
589
Archer Investment Corporation
Indiana
$30.6K -$110 -1 -0.3%
PS
590
Pinney & Scofield
Massachusetts
$29.6K
RMC
591
Resources Management Corp
Connecticut
$29K -$5.5K -50 -15%
PK
592
Pflug Koory
Nebraska
$28K
GGI
593
Godsey & Gibb Inc
Virginia
$27.5K
CWIG
594
Chung Wu Investment Group
Texas
$26.4K
PWS
595
Pursuit Wealth Strategies
North Carolina
$26.4K +$27.5K +250 New
HCM
596
Hollencrest Capital Management
California
$26.1K
EB
597
Eastern Bank
Massachusetts
$24.2K +$25.2K +229 New
PGAM
598
Princeton Global Asset Management
New Jersey
$23.8K
NFSG
599
Newbridge Financial Services Group
Florida
$23.3K -$13.7K -125 -36%
CIAS
600
Capital Investment Advisory Services
North Carolina
$22.2K