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iShares Expanded Tech-Software Sector ETF

157 hedge funds and large institutions have $986M invested in iShares Expanded Tech-Software Sector ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+20
Holders Change %
+14.6%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
32
Increased
49
Reduced
44
Closed
10
Calls
$29.3M
Puts
$5.41M
Net Calls
+$23.9M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$44K +$44K +1,285 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$41K
KFA
128
Kabarec Financial Advisors
Illinois
$41K
SWP
129
Strategic Wealth Partners
Ohio
$40K
PSC
130
Prentiss Smith & Co
Vermont
$37K +$37K +1,100 New
BWP
131
Baldwin Wealth Partners
Massachusetts
$34K
EWM
132
Elmwood Wealth Management
California
$29.7K +$29.7K +875 New
DSC
133
Duncker Streett & Co
Missouri
$25K
1IA
134
1834 Investment Advisors
Wisconsin
$24K
YWP
135
YorkBridge Wealth Partners
New York
$23K
UBS AM
136
UBS AM
Illinois
$22.4K
MGIA
137
Moneta Group Investment Advisors
Missouri
$22K +$22K +650 New
LBG
138
Lloyds Banking Group
United Kingdom
$21K
ML
139
McAdam LLC
Pennsylvania
$21K +$21K +630 New
GI
140
Gradient Investments
Minnesota
$17K +$17K +510 New
WAM
141
Wealthspire Advisors (Maryland)
Maryland
$16K
BWM
142
Baystate Wealth Management
Massachusetts
$10K +$10K +285 New
WEC
143
Winslow Evans & Crocker
Massachusetts
$8.49K
PA
144
Parallel Advisors
California
$5K
AF
145
Allworth Financial
California
$5K
CWM
146
Catamount Wealth Management
Connecticut
$5K
HR
147
Howe & Rusling
New York
$4K -$1.92K -60 -32%
ACM
148
Aviance Capital Management
Florida
$3K -$114K -2,840 -97%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$3K
William Blair & Company
150
William Blair & Company
Illinois
$3K +$3K +75 New