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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 %
HSA
176
HBK Sorce Advisory
Pennsylvania
$781K +$69.3K +1,220 +10%
CS
177
Comerica Securities
Michigan
$777K
WA
178
WESPAC Advisors
California
$768K +$768K +13,510 New
CFD
179
Creative Financial Designs
Indiana
$759K +$759K +13,350 New
CS
180
Cannell & Spears
New York
$747K
RSWM
181
Robertson Stephens Wealth Management
California
$732K
WWM
182
WT Wealth Management
Arizona
$715K +$45.8K +805 +7%
APA
183
American Portfolios Advisors
New York
$692K -$106K -1,860 -13%
NF
184
Nikulski Financial
Iowa
$685K +$79.8K +1,405 +13%
KA
185
Kovack Advisors
Florida
$679K +$307K +5,395 +82%
PWM
186
Perigon Wealth Management
California
$674K +$26.4K +465 +4%
IFS
187
Ifrah Financial Services
Arkansas
$664K -$22.5K -395 -3%
PA
188
Pinnacle Associates
New York
$646K
PFS
189
Prospera Financial Services
Texas
$637K +$637K +11,210 New
CFA
190
Carroll Financial Associates
North Carolina
$635K +$118K +2,085 +23%
SWM
191
Segment Wealth Management
Texas
$625K +$625K +10,995 New
PCM
192
Poehling Capital Management
Wisconsin
$618K -$259K -4,550 -29%
WA
193
WBH Advisory
Maryland
$611K
AFC
194
AFT Forsyth & Company
Florida
$605K +$67.1K +1,180 +12%
BSG
195
Black Swift Group
Colorado
$569K +$569K +10,000 New
RCA
196
Ranch Capital Advisors
Florida
$564K +$50.1K +860 +10%
GVAG
197
Great Valley Advisor Group
Delaware
$560K
SIC
198
Salem Investment Counselors
North Carolina
$524K -$83.5K -1,470 -14%
CTA
199
Colonial Trust Advisors
South Carolina
$512K +$183K +3,225 +56%
PCS
200
Personal CFO Solutions
New Jersey
$483K -$136K -2,400 -22%