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iShares Expanded Tech-Software Sector ETF

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$2.08M -$557K -6,534 -21%
ASN
127
Advisory Services Network
Georgia
$2.06M +$1.12M +13,114 +118%
JRP
128
Jasper Ridge Partners
California
$2.06M +$1.55M +18,175 +303%
CCA
129
Cottonwood Capital Advisors
Utah
$2.06M -$149K -1,857 -7%
LWM
130
Lyell Wealth Management
California
$1.96M -$196K -2,300 -9%
SWM
131
Segment Wealth Management
Texas
$1.96M -$32K -375 -2%
MWM
132
MGB Wealth Management
Texas
$1.94M +$10.5K +123 +0.5%
AAS
133
Avantax Advisory Services
Texas
$1.87M -$606K -7,104 -24%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1.86M +$1.86M +21,850 New
OCM
135
One Capital Management
California
$1.84M -$1.28K -15 -0.1%
GPA
136
Guerra Pan Advisors
New Jersey
$1.8M -$5.03K -59 -0.3%
CS
137
Credit Suisse
Switzerland
$1.79M -$1.19M -13,950 -40%
WC
138
Westwind Capital
New Mexico
$1.76M -$215K -2,518 -11%
CWA
139
Cascade Wealth Advisors
Washington
$1.74M +$1.74M +20,975 New
GDP
140
Great Diamond Partners
Maine
$1.71M +$37.9K +444 +2%
VCM
141
Virtue Capital Management
Tennessee
$1.64M +$213K +2,561 +15%
SG
142
Sharper & Granite
California
$1.64M +$32K +380 +2%
AI
143
Atria Investments
North Carolina
$1.62M -$46.2K -542 -3%
PG
144
Patten Group
Tennessee
$1.61M
BCM
145
Brookstone Capital Management
Illinois
$1.56M +$320K +3,753 +26%
UCB
146
United Community Bank
South Carolina
$1.54M -$306K -3,590 -17%
OC
147
Oppenheimer & Co
New York
$1.53M -$69.1K -810 -4%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.52M +$398K +4,662 +36%
HAM
149
Harmony Asset Management
Arizona
$1.51M +$500K +5,863 +50%
WS
150
Wedbush Securities
California
$1.45M +$225K +2,640 +18%