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iShares Expanded Tech-Software Sector ETF

474 hedge funds and large institutions have $5.17B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+62
Holders Change %
+15.05%
% of All Funds
6.95%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
109
Increased
125
Reduced
129
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$2.51M +$113K +1,395 +5%
NAG
127
Northstar Advisory Group
New Jersey
$2.5M +$2.5M +30,760 New
TNAM
128
Terra Nova Asset Management
New York
$2.46M -$29.6K -365 -1%
SC
129
Savoie Capital
Illinois
$2.45M
Creative Planning
130
Creative Planning
Kansas
$2.41M +$162K +1,995 +7%
KF
131
KKM Financial
Illinois
$2.38M +$2.38M +29,375 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$2.36M +$148K +1,825 +7%
AAS
133
Avantax Advisory Services
Texas
$2.36M -$144K -1,780 -6%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$2.35M -$56K -690 -2%
MA
135
Mutual Advisors
Nebraska
$2.32M +$1.42M +17,530 +158%
CCA
136
Cottonwood Capital Advisors
Utah
$2.23M -$197K -2,430 -8%
PI
137
PFG Investments
New York
$2.22M +$1.83M +22,575 +466%
LC
138
Lindbrook Capital
California
$2.22M -$45K -555 -2%
SP
139
SIH Partners
Delaware
$2.2M +$2.2M +27,100 New
LWM
140
Lyell Wealth Management
California
$2.05M +$1.78M +21,925 +645%
RSWM
141
Robertson Stephens Wealth Management
California
$1.97M -$3.3M -40,730 -63%
SWM
142
Segment Wealth Management
Texas
$1.9M -$20.3K -250 -1%
WC
143
Westwind Capital
New Mexico
$1.88M +$33.7K +415 +2%
MWM
144
MGB Wealth Management
Texas
$1.83M +$1.83M +22,590 New
AGM
145
Alpine Global Management
New York
$1.82M +$1.82M +22,480 New
UCB
146
United Community Bank
South Carolina
$1.76M -$1.22K -15 -0.1%
OCM
147
One Capital Management
California
$1.75M +$1.75M +21,610 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$1.75M +$10.6K +135 +0.6%
GPA
149
Guerra Pan Advisors
New Jersey
$1.72M +$41.8K +515 +2%
TCMP
150
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.66M -$271K -3,335 -14%