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iShares Expanded Tech-Software Sector ETF

185 hedge funds and large institutions have $1.16B invested in iShares Expanded Tech-Software Sector ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
39
Increased
53
Reduced
57
Closed
42
Calls
$19.5M
Puts
$5.57M
Net Calls
+$14M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
151
Ironwood Financial
Arizona
$48K
WCM
152
WealthBridge Capital Management
Ohio
$48K +$48K +1,375 New
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$43K
SWP
154
Strategic Wealth Partners
Ohio
$43K
SWM
155
SeaCrest Wealth Management
New York
$40K
EWM
156
Elmwood Wealth Management
California
$38K +$7.64K +220 +25%
AP
157
Advisors Preferred
Maryland
$36K -$4.13K -120 -10%
DSC
158
Duncker Streett & Co
Missouri
$26K
AF
159
Advisornet Financial
Minnesota
$23K -$4.92K -140 -18%
YWP
160
YorkBridge Wealth Partners
New York
$22K -$1.76K -50 -7%
LBG
161
Lloyds Banking Group
United Kingdom
$22K
AIC
162
Archer Investment Corporation
Indiana
$22K +$22K +625 New
OTC
163
Opera Trading Capital
France
$18K
UBS AM
164
UBS AM
Illinois
$16.7K
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$16K
FHA
166
Flagship Harbor Advisors
Massachusetts
$16K
GRP
167
Global Retirement Partners
California
$16K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$16K +$16K +475 New
TC
169
Trust Company
Kansas
$13K +$13K +375 New
BWM
170
Baystate Wealth Management
Massachusetts
$11K
WEC
171
Winslow Evans & Crocker
Massachusetts
$10K
HT
172
Heritage Trust
Oklahoma
$9K
AF
173
Allworth Financial
California
$6K
FANJ
174
Financial Architects (New Jersey)
New Jersey
$5K +$3.17K +95 +173%
PMFA
175
Plante Moran Financial Advisors
Michigan
$5K +$5K +130 New