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iShares Expanded Tech-Software Sector ETF

270 hedge funds and large institutions have $1.99B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
61
Increased
103
Reduced
74
Closed
45
Calls
$342M
Puts
$927M
Net Calls
-$586M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
126
Wellspring Financial Advisors
Ohio
$797K +$797K +18,960 New
CPC
127
Cookson Peirce & Co
Pennsylvania
$745K +$2.1K +50 +0.3%
SFS
128
Sowell Financial Services
Arkansas
$743K -$3.79K -90 -0.5%
EH
129
Equitable Holdings
New York
$739K -$75.3K -1,790 -9%
TCWM
130
Total Clarity Wealth Management
Illinois
$728K -$80.7K -1,920 -10%
ICM
131
Intrepid Capital Management
Florida
$726K +$726K +17,265 New
JSMC
132
Jess S. Morgan & Co
California
$707K +$26.3K +625 +4%
TRCT
133
Tower Research Capital (TRC)
New York
$701K -$3.4M -80,880 -83%
CNBTD
134
Citizens National Bank Trust Department
Mississippi
$693K +$693K +16,485 New
CAN
135
Claraphi Advisory Network
United States
$685K +$42.5K +1,010 +7%
PCM
136
Poehling Capital Management
Wisconsin
$649K +$649K +15,425 New
CCG
137
Chatham Capital Group
Georgia
$639K +$639K +15,200 New
WWM
138
Western Wealth Management
Colorado
$636K -$8.87K -210 -1%
CPIG
139
Chicago Partners Investment Group
Illinois
$632K +$139K +2,965 +28%
PA
140
Parallel Advisors
California
$623K -$62.7K -1,490 -9%
MCM
141
Murphy Capital Management
New Jersey
$593K -$6.31K -150 -1%
WDL
142
Well Done LLC
Michigan
$591K -$95K -2,260 -14%
APA
143
American Portfolios Advisors
New York
$590K +$200K +4,755 +51%
SWP
144
Stratos Wealth Partners
Ohio
$588K -$43.1K -1,025 -7%
EP
145
Eudaimonia Partners
Tennessee
$576K +$75.5K +1,795 +15%
CS
146
Comerica Securities
Michigan
$575K +$368K +8,755 +178%
CS
147
Cannell & Spears
New York
$552K -$4.83K -115 -0.9%
RSWM
148
Robertson Stephens Wealth Management
California
$542K +$342K +8,120 +170%
SS
149
Sunbelt Securities
Texas
$541K +$26.7K +635 +5%
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$539K +$120K +2,850 +29%