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iShares Expanded Tech-Software Sector ETF

468 hedge funds and large institutions have $4.94B invested in iShares Expanded Tech-Software Sector ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
65
Increased
137
Reduced
174
Closed
65
Calls
$99.2M
Puts
$227M
Net Calls
-$128M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$853K
IP
202
Intellectus Partners
California
$847K -$8.53K -100 -1%
MMA
203
Miracle Mile Advisors
California
$838K +$85 +1 +0%
UCFA
204
United Capital Financial Advisors
Texas
$824K -$313K -3,676 -28%
MCM
205
MAI Capital Management
Ohio
$816K -$10.7K -125 -1%
DF
206
Dunhill Financial
United Kingdom
$814K +$814K +9,550 New
AF
207
Apollon Financial
South Carolina
$814K +$17.1K +200 +2%
KW
208
KWB Wealth
California
$810K +$810K +9,502 New
PSF
209
Pacific Sun Financial
California
$798K -$4.26K -50 -0.5%
CFA
210
Cahill Financial Advisors
Minnesota
$798K -$365K -4,282 -31%
KeyBank National Association
211
KeyBank National Association
Ohio
$790K -$5.63K -66 -0.7%
WWM
212
WJ Wealth Management
Arizona
$789K
MS
213
Maven Securities
Jersey
$776K -$2.56M -30,044 -77%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$775K -$76.7K -900 -9%
WP
215
WMS Partners
Maryland
$774K -$64K -750 -8%
OAM
216
Oppenheimer Asset Management
New York
$771K -$151K -1,765 -16%
SIC
217
Sterling Investment Counsel
New York
$770K -$58.4K -685 -7%
WA
218
WBH Advisory
Maryland
$768K -$47.7K -559 -6%
DC
219
Davenport & Co
Virginia
$768K
CAG
220
Csenge Advisory Group
Florida
$764K -$219K -2,569 -22%
YC
221
Yarbrough Capital
Tennessee
$763K
SIC
222
Salem Investment Counselors
North Carolina
$748K +$10.2K +120 +1%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$746K +$746K +8,750 New
CAM
224
CenterStar Asset Management
Illinois
$736K +$736K +8,620 New
MA
225
Montag & Associates
Georgia
$735K +$251K +2,945 +52%