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iShares Expanded Tech-Software Sector ETF

223 hedge funds and large institutions have $1.81B invested in iShares Expanded Tech-Software Sector ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.2%
New
34
Increased
76
Reduced
65
Closed
40
Calls
$101M
Puts
$353M
Net Calls
-$252M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$1.89M -$2.61M -61,625 -58%
UCFA
77
United Capital Financial Advisors
Texas
$1.84M -$425K -10,035 -19%
AIC
78
Ayalon Insurance Company
Israel
$1.81M -$52.4K -1,250 -3%
HI
79
HBK Investments
Texas
$1.78M -$6.56M -154,895 -79%
SFS
80
Sowell Financial Services
Arkansas
$1.69M +$1.69M +39,815 New
MSWM
81
Mader & Shannon Wealth Management
Missouri
$1.67M +$1.67M +39,380 New
GH
82
GAM Holding
Switzerland
$1.56M +$726K +17,125 +87%
MFG
83
Merit Financial Group
Georgia
$1.4M +$1.4M +32,910 New
UR
84
USCA RIA
Texas
$1.37M +$63.3K +1,495 +5%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$1.35M +$138K +3,260 +11%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.35M -$1.38M
BTS
87
BB&T Securities
Virginia
$1.31M +$1.31M +30,795 New
PCM
88
Parsons Capital Management
Rhode Island
$1.26M +$121K +2,850 +11%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.21M
PAM
90
PVG Asset Management
Colorado
$1.21M
EWA
91
EP Wealth Advisors
California
$1.19M -$109K -2,570 -8%
FNBOSM
92
First National Bank of South Miami
Florida
$1.17M
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$1.14M
AWCI
94
Alpine Woods Capital Investors
New York
$1.12M
WP
95
WMS Partners
Maryland
$1.09M
NFG
96
Next Financial Group
Texas
$1.08M -$5.09K -120 -0.5%
SC
97
Sovarnum Capital
New York
$1.06M -$424K -10,000 -29%
TW
98
Transform Wealth
Colorado
$1.01M -$758K -17,885 -43%
CA
99
Cetera Advisors
Colorado
$1.01M +$153K +3,625 +18%
RJT
100
Raymond James Trust
Florida
$1M +$733K +17,290 +273%