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iShares Expanded Tech-Software Sector ETF

474 hedge funds and large institutions have $5.17B invested in iShares Expanded Tech-Software Sector ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+62
Holders Change %
+15.05%
% of All Funds
6.95%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
109
Increased
125
Reduced
129
Closed
38
Calls
$245M
Puts
$489M
Net Calls
-$244M
Net Calls Change
-$231M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
176
Money Concepts Capital
Florida
$1.18M +$1.18M +14,600 New
BCM
177
Brookstone Capital Management
Illinois
$1.18M +$601K +7,410 +103%
AFC
178
AFT Forsyth & Company
Florida
$1.17M -$71K -875 -6%
WS
179
Wedbush Securities
California
$1.17M +$1.17M +14,365 New
PA
180
Pinnacle Associates
New York
$1.13M -$91.3K -1,125 -7%
BCM
181
Bienville Capital Management
New York
$1.12M
SPIA
182
Steward Partners Investment Advisory
New York
$1.12M +$19.9K +245 +2%
CFA
183
Cahill Financial Advisors
Minnesota
$1.11M
UCFA
184
United Capital Financial Advisors
Texas
$1.08M -$1.64M -20,170 -60%
PWA
185
Provenance Wealth Advisors
Florida
$1.08M +$125K +1,535 +13%
CA
186
Clearstead Advisors
Ohio
$1.07M -$1.08M -13,265 -50%
IWC
187
Integrated Wealth Concepts
Massachusetts
$1.06M -$247K -3,050 -19%
NF
188
Nikulski Financial
Iowa
$1.06M +$1.06M +13,080 New
PCIA
189
Prime Capital Investment Advisors
Kansas
$1.05M +$650K +8,015 +162%
TW
190
TritonPoint Wealth
Maryland
$1.04M +$1.04M +12,800 New
KPWS
191
Kestra Private Wealth Services
Texas
$1.01M +$148K +1,825 +17%
KIA
192
KCM Investment Advisors
California
$1.01M -$1.22K -15 -0.1%
GWM
193
Geneos Wealth Management
Colorado
$980K +$833K +10,265 +567%
PCM
194
Parsons Capital Management
Rhode Island
$967K
HAM
195
Harmony Asset Management
Arizona
$958K +$958K +11,810 New
CAG
196
Csenge Advisory Group
Florida
$935K +$12.2K +150 +1%
HH
197
Hilltop Holdings
Texas
$922K +$239K +2,950 +35%
SI
198
Stephens Inc
Arkansas
$920K +$357K +4,400 +63%
EAM
199
Evanson Asset Management
California
$911K
ASN
200
Advisory Services Network
Georgia
$900K