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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 %
SWC
51
Spectrum Wealth Counsel
Indiana
$10.5M +$5.16M +60,486 +96%
CWM
52
Chicago Wealth Management
Illinois
$10.2M +$56K +657 +0.6%
MWM
53
MinichMacGregor Wealth Management
New York
$10M -$745K -8,767 -7%
BBVA
54
Banco Bilbao Vizcaya Argentaria
Spain
$9.72M +$8.8M +103,181 +957%
Lido Advisors
55
Lido Advisors
California
$9.45M +$509K +5,966 +6%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$9.4M +$289K +3,386 +3%
BAAM
57
Baker Avenue Asset Management
California
$9.38M -$69.4K -814 -0.7%
Corient Private Wealth
58
Corient Private Wealth
Florida
$9.32M +$159K +1,868 +2%
T2I
59
Turim 21 Investimentos
Brazil
$9.03M -$3.57M -41,815 -28%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$8.93M -$10.6M -124,526 -54%
MFS
61
Mirabella Financial Services
United Kingdom
$8.9M +$8.9M +104,406 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$8.48M -$1.36M -15,922 -14%
PWP
63
Principle Wealth Partners
Connecticut
$8.21M -$214K -2,510 -3%
GAM
64
Gemmer Asset Management
California
$8.18M -$124K -1,454 -1%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$7.96M -$289K -3,393 -4%
Fidelity International
66
Fidelity International
Bermuda
$7.95M -$3.18M -37,243 -29%
AWM
67
Altus Wealth Management
Kentucky
$7.89M +$24.1K +283 +0.3%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$7.77M -$147K -1,729 -2%
DADC
69
D.A. Davidson & Co
Montana
$7.59M +$36.8K +432 +0.5%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$7.56M +$7.56M +88,640 New
CA
71
Cetera Advisors
Colorado
$7.09M +$990K +11,611 +16%
NSLI
72
Nan Shan Life Insurance
Taiwan
$7.02M -$2.76M -32,349 -28%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$6.68M -$34.5K -405 -0.5%
AHSSHC
74
Adventist Health System Sunbelt Healthcare Corp
Florida
$6.66M -$6.55M -76,800 -50%
FWM
75
Focused Wealth Management
New York
$6.61M +$328K +3,841 +5%