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iShares US Tech Breakthrough Multisector ETF

78 hedge funds and large institutions have $312M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$250M 4,354,879 +33,025 +0.8%
Bank of America
2
Bank of America
North Carolina
$14.9M 259,728 -7,846 -3%
Ameriprise
3
Ameriprise
Minnesota
$8.34M 145,490 -6,110 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.95M 51,370 -11,108 -18%
Two Sigma Investments
5
Two Sigma Investments
New York
$2.85M 49,700 +9,600 +24%
LPL Financial
6
LPL Financial
California
$2.65M 46,266 +10,539 +29%
VNA
7
Valley National Advisers
Pennsylvania
$2.58M 45,013 -4,418 -9%
ASN
8
Advisory Services Network
Georgia
$2.33M 40,243 +10,593 +36%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$2.14M 37,359 -3,637 -9%
SFPG
10
Stonebridge Financial Planning Group
Florida
$1.93M 33,669 -1,646 -5%
Raymond James Financial
11
Raymond James Financial
Florida
$1.35M 23,599 +1,129 +5%
SPC
12
Sigma Planning Corp
Michigan
$1.35M 23,524 +922 +4%
AA
13
Ancora Advisors
Ohio
$1.21M 21,182 +3 +0%
AWM
14
Austin Wealth Management
Texas
$1.14M 19,769 +7 +0%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.02M 17,803 -3,574 -17%
Citadel Advisors
16
Citadel Advisors
Florida
$994K 17,328 +518 +3%
Mariner
17
Mariner
Kansas
$867K 15,112 +3,031 +25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$802K 13,983 +1,954 +16%
PAG
19
Private Advisor Group
New Jersey
$744K 12,967 +1,197 +10%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$736K 12,831 +6,818 +113%
SWA
21
Stratos Wealth Advisors
Ohio
$711K 12,390 +213 +2%
BCM
22
Brasada Capital Management
Texas
$677K 11,694 -105 -0.9%
TPW
23
Transatlantique Private Wealth
New York
$655K 11,415 +1,063 +10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$630K 10,978 +3 +0%
PI
25
PFG Investments
New York
$619K 10,783 +42 +0.4%