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iShares Expanded Tech-Software Sector ETF

370 hedge funds and large institutions have $4.04B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-5
Holders Change %
-1.33%
% of All Funds
5.92%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
65
Increased
83
Reduced
136
Closed
60
Calls
$184M
Puts
$203M
Net Calls
-$18.7M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
101
Cottonwood Capital Advisors
Utah
$2.01M -$13.4K -220 -0.7%
AFS
102
Annapolis Financial Services
Maryland
$1.98M -$31.1K -510 -2%
SB
103
Strategic Blueprint
Georgia
$1.98M
BPA
104
Beacon Pointe Advisors
California
$1.96M -$38.1K -625 -2%
TNAM
105
Terra Nova Asset Management
New York
$1.9M +$169K +2,770 +10%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.83M +$23.2K +380 +1%
CPIG
107
Chicago Partners Investment Group
Illinois
$1.81M +$219K +3,660 +14%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$1.73M -$59.4K -975 -3%
LC
109
Lindbrook Capital
California
$1.7M +$52.7K +865 +3%
Lazard Asset Management
110
Lazard Asset Management
New York
$1.66M +$11K +180 +0.7%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.59M +$1.25M +20,540 +362%
Creative Planning
112
Creative Planning
Kansas
$1.54M -$24.4K -400 -2%
Wealthfront Advisers
113
Wealthfront Advisers
California
$1.52M +$22.5K +370 +2%
WC
114
Westwind Capital
New Mexico
$1.49M -$11.3K -185 -0.8%
PWP
115
Principle Wealth Partners
Connecticut
$1.49M +$1.49M +24,375 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.41M +$260K +4,275 +23%
SWM
117
Segment Wealth Management
Texas
$1.39M -$3.05K -50 -0.2%
KAS
118
Kestra Advisory Services
Texas
$1.35M +$17.1K +280 +1%
FNBOSM
119
First National Bank of South Miami
Florida
$1.34M -$17.7K -290 -1%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$1.31M +$103K +1,685 +9%
SFS
121
Sowell Financial Services
Arkansas
$1.3M +$1.3M +21,405 New
Cerity Partners
122
Cerity Partners
New York
$1.29M -$719K -11,795 -36%
CS
123
Credit Suisse
Switzerland
$1.28M -$1.96M -32,125 -60%
PG
124
Patten Group
Tennessee
$1.25M -$168K -2,760 -12%
BCM
125
Bienville Capital Management
New York
$1.24M