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iShares Expanded Tech-Software Sector ETF

393 hedge funds and large institutions have $3.55B invested in iShares Expanded Tech-Software Sector ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 95 increasing their positions, 150 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
-18
Holders Change %
-4.38%
% of All Funds
6.22%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
62
Increased
95
Reduced
150
Closed
74
Calls
$753M
Puts
$874M
Net Calls
-$121M
Net Calls Change
+$936M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
201
Intellectus Partners
California
$724K -$138K -2,000 -16%
WA
202
WBH Advisory
Maryland
$718K
EWA
203
EP Wealth Advisors
California
$712K -$44.8K -650 -6%
MWP
204
Madison Wealth Partners
Wisconsin
$710K +$161K +2,340 +29%
JEST
205
JTC Employer Solutions Trustee
Jersey
$695K
AFS
206
Access Financial Services
Minnesota
$695K +$143K +2,080 +26%
CWM
207
Circle Wealth Management
New Jersey
$690K +$690K +10,000 New
PSF
208
Pacific Sun Financial
California
$686K +$34.5K +500 +5%
DWM
209
Dopkins Wealth Management
New York
$680K
SIC
210
Salem Investment Counselors
North Carolina
$679K
WWM
211
WT Wealth Management
Arizona
$670K -$8.62K -125 -1%
KNW
212
Kesler Norman & Wride
Utah
$654K -$5.65M -81,975 -90%
CAG
213
Csenge Advisory Group
Florida
$649K -$168K -2,440 -21%
WP
214
WealthShield Partners
North Carolina
$624K +$624K +9,045 New
SAM
215
Silphium Asset Management
United Kingdom
$621K +$621K +9,000 New
Vontobel Holding
216
Vontobel Holding
Switzerland
$618K -$8.97K -130 -1%
PC
217
Pecaut & Co
Iowa
$575K +$575K +8,335 New
CG
218
Caprock Group
Idaho
$568K
B
219
Bailard
California
$565K +$275K +3,985 +95%
CTA
220
Colonial Trust Advisors
South Carolina
$556K -$146K -2,115 -21%
AFM
221
Abbot Financial Management
Massachusetts
$534K +$534K +7,740 New
ICM
222
Ionic Capital Management
New York
$517K +$517K +7,500 New
CFD
223
Creative Financial Designs
Indiana
$501K -$1.5M -21,710 -75%
BIM
224
Bullseye Investment Management
Ohio
$494K -$155K -2,250 -24%
CWA
225
Canvas Wealth Advisors
Kansas
$493K +$493K +8,130 New