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iShares Expanded Tech-Software Sector ETF

649 hedge funds and large institutions have $6.46B invested in iShares Expanded Tech-Software Sector ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 172 increasing their positions, 246 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

30% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 246

41% less funds holding in top 10

Funds holding in top 10: 2716 (-11)

49% less call options, than puts

Call options by funds: $352M | Put options by funds: $695M

Holders
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352M
Puts
$695M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Massachusetts Wealth Management
Massachusetts
$3.15M
PWA
152
Provenance Wealth Advisors
Florida
$3.12M
SSW
153
Stone Summit Wealth
Florida
$3.12M
TWC
154
TD Waterhouse Canada
Ontario, Canada
$3.07M
TNAM
155
Terra Nova Asset Management
New York
$2.97M
MWM
156
MGB Wealth Management
Texas
$2.95M
CW
157
Curio Wealth
Maryland
$2.82M
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2.76M
TRCT
159
Tower Research Capital (TRC)
New York
$2.75M
GDP
160
Great Diamond Partners
Maine
$2.66M
SCA
161
Snowden Capital Advisors
New York
$2.63M
GWMR
162
GC Wealth Management RIA
Massachusetts
$2.58M
GAA
163
Guardian Asset Advisors
Pennsylvania
$2.55M
DC
164
Davenport & Co
Virginia
$2.54M
FTUS
165
Flow Traders U.S.
New York
$2.48M
KPWS
166
Kestra Private Wealth Services
Texas
$2.45M
CWMK
167
Caliber Wealth Management (Kansas)
Kansas
$2.38M
VNA
168
Valley National Advisers
Pennsylvania
$2.35M
HSBC Holdings
169
HSBC Holdings
United Kingdom
$2.34M
BCM
170
Brookstone Capital Management
Illinois
$2.34M
VWM
171
Venturi Wealth Management
Texas
$2.34M
LG
172
Leuthold Group
Minnesota
$2.31M
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$2.3M
RMAM
174
Raab & Moskowitz Asset Management
New Jersey
$2.3M
PCS
175
Personal CFO Solutions
New Jersey
$2.26M