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iShares US Tech Breakthrough Multisector ETF
TECB

Overview Fund Activity

25 hedge funds and large institutions have $400M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$378M
2
LPL Financial
2
LPL Financial
California
$1.28M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
CA
4
Cetera Advisors
Colorado
$316K
5
VWA
5
Visionary Wealth Advisors
Illinois
$434K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$97K
2
CRWM
2
Castle Rock Wealth Management
California
$0
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.76M
4
Goldman Sachs
4
Goldman Sachs
New York
$794K
5
RCS
5
Retirement Capital Strategies
California
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
26
Castle Rock Wealth Management
California
– -$1.11M -29,799 Closed
TCWM
27
Total Clarity Wealth Management
Illinois
– -$20K -565 Closed
PA
28
Parallel Advisors
California
– -$6K -182 Closed
1
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