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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 %
GS
51
GTS Securities
New York
$10.3M -$5.51M -67,960 -35%
MWM
52
MinichMacGregor Wealth Management
New York
$10.3M -$694K -8,550 -6%
BHB
53
Bank Hapoalim BM
Israel
$10.1M -$108K -1,335 -1%
Millennium Management
54
Millennium Management
New York
$10M -$18.4M -226,955 -65%
CWM
55
Chicago Wealth Management
Illinois
$9.61M -$59.2K -730 -0.6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.36M +$1.16M +14,285 +14%
3F
57
360 Financial
Minnesota
$9.35M +$9.11M +112,235 +3,686%
NSLI
58
Nan Shan Life Insurance
Taiwan
$9.3M +$9.3M +114,645 New
BAAM
59
Baker Avenue Asset Management
California
$8.99M +$131K +1,615 +1%
Corient Private Wealth
60
Corient Private Wealth
Florida
$8.71M -$35.3K -435 -0.4%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$8.66M -$362K -4,465 -4%
Lido Advisors
62
Lido Advisors
California
$8.51M +$711K +8,770 +9%
HF
63
HRT Financial
New York
$8.36M +$8.36M +103,045 New
TRCT
64
Tower Research Capital (TRC)
New York
$8.23M +$7.68M +94,700 +1,408%
PF
65
Phoenix Financial
Israel
$8.22M +$2.72M +33,480 +49%
CCMG
66
Clark Capital Management Group
Pennsylvania
$8.06M +$1.18M +14,500 +17%
PWP
67
Principle Wealth Partners
Connecticut
$8.02M +$1.02M +12,560 +15%
GAM
68
Gemmer Asset Management
California
$7.9M +$2.38M +29,300 +43%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.85M -$602K -7,425 -7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$7.53M +$74.2K +915 +1%
AWM
71
Altus Wealth Management
Kentucky
$7.48M +$111K +1,365 +2%
DADC
72
D.A. Davidson & Co
Montana
$7.19M -$272K -3,350 -4%
CAN
73
Cetera Advisor Networks
California
$6.92M +$362K +4,460 +6%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$6.39M +$6.39M +78,795 New
KHLMTHM
75
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.31M -$2.74M -33,780 -30%