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iShares Expanded Tech-Software Sector ETF

365 hedge funds and large institutions have $4.38B invested in iShares Expanded Tech-Software Sector ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-28
Holders Change %
-7.12%
% of All Funds
6.43%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.28%
New
36
Increased
107
Reduced
151
Closed
60
Calls
$1.89B
Puts
$1.37B
Net Calls
+$525M
Net Calls Change
-$569M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.33M -$88.4K -1,295 -6%
CNBTD
152
Citizens National Bank Trust Department
Mississippi
$1.32M +$30.4K +445 +2%
SFP
153
Sandbox Financial Partners
Maryland
$1.31M -$1.42K -20 -0.1%
CGA
154
Crescent Grove Advisors
Illinois
$1.25M
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.21M
SAS
156
Sanford Advisory Services
Michigan
$1.2M -$121K -1,770 -9%
PA
157
Parallel Advisors
California
$1.19M +$141K +2,065 +13%
CFD
158
Creative Financial Designs
Indiana
$1.18M +$7.85K +115 +0.7%
IP
159
Intellectus Partners
California
$1.17M +$10.2K +150 +0.9%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1.14M -$76.8K -1,125 -6%
RSWM
161
Robertson Stephens Wealth Management
California
$1.11M
CTA
162
Colonial Trust Advisors
South Carolina
$1.1M +$130K +1,900 +13%
SWM
163
Segment Wealth Management
Texas
$1.1M +$22.5K +330 +2%
TCWM
164
Total Clarity Wealth Management
Illinois
$1.1M -$33.5K -490 -3%
CAN
165
Cetera Advisor Networks
California
$1.08M -$151K -2,205 -12%
RJT
166
Raymond James Trust
Florida
$1.07M -$555K -8,135 -34%
JSMC
167
Jess S. Morgan & Co
California
$1.07M +$3.42K +50 +0.3%
William Blair & Company
168
William Blair & Company
Illinois
$1.04M +$22.2K +325 +2%
CCG
169
Chatham Capital Group
Georgia
$1.04M -$23.9K -350 -2%
SPIA
170
Steward Partners Investment Advisory
New York
$1.02M -$1.14M -16,665 -53%
KPWS
171
Kestra Private Wealth Services
Texas
$992K +$4.1K +60 +0.4%
HSA
172
HBK Sorce Advisory
Pennsylvania
$960K +$18.1K +265 +2%
NL
173
NVWM LLC
Pennsylvania
$935K -$993K -14,530 -51%
NF
174
Nikulski Financial
Iowa
$923K -$152K -2,230 -14%
BFC
175
Blue Fin Capital
Rhode Island
$917K +$36.9K +540 +4%