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iShares Expanded Tech-Software Sector ETF

329 hedge funds and large institutions have $3.22B invested in iShares Expanded Tech-Software Sector ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
6.76%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.45%
New
86
Increased
118
Reduced
78
Closed
24
Calls
$658M
Puts
$976M
Net Calls
-$319M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
151
Crescent Grove Advisors
Illinois
$1.04M +$1.04M +18,250 New
TCWM
152
Total Clarity Wealth Management
Illinois
$1.03M +$40.6K +715 +4%
VWM
153
Venturi Wealth Management
Texas
$1.02M -$540K -9,500 -35%
AWM
154
AE Wealth Management
Kansas
$1.02M +$397K +6,990 +64%
PJB
155
Paul John Balson
California
$1M +$291K +5,115 +41%
BCM
156
Barometer Capital Management
Ontario, Canada
$995K +$995K +17,500 New
AF
157
Apexium Financial
Texas
$976K +$976K +17,160 New
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$974K +$594K +10,450 +156%
CNBTD
159
Citizens National Bank Trust Department
Mississippi
$969K +$31.6K +555 +3%
VC
160
Vicus Capital
Pennsylvania
$956K -$248K -4,360 -21%
BAM
161
Belpointe Asset Management
Nevada
$943K -$167K -2,945 -15%
JIP
162
Jaffetilchin Investment Partners
Florida
$937K +$937K +16,490 New
WWM
163
Western Wealth Management
Colorado
$926K +$69.9K +1,230 +8%
CCG
164
Chatham Capital Group
Georgia
$873K +$8.53K +150 +1%
JSMC
165
Jess S. Morgan & Co
California
$870K -$85.9K -1,510 -9%
ICM
166
Intrepid Capital Management
Florida
$861K -$121K -2,120 -12%
WDL
167
Well Done LLC
Michigan
$861K +$62K +1,090 +8%
GTAM
168
Global Trust Asset Management
Florida
$853K +$853K +15,000 New
IP
169
Intellectus Partners
California
$825K +$290K +5,100 +54%
WWM
170
WJ Wealth Management
Arizona
$824K +$412K +7,275 +100%
SWP
171
Stratos Wealth Partners
Ohio
$802K +$7.39K +130 +0.9%
MCM
172
Murphy Capital Management
New Jersey
$801K
CPC
173
Cookson Peirce & Co
Pennsylvania
$797K -$211K -3,710 -21%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$791K +$138K +2,420 +21%
CAN
175
Claraphi Advisory Network
United States
$785K -$141K -2,480 -15%