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iShares US Tech Breakthrough Multisector ETF

50 hedge funds and large institutions have $245M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$233K +$233K +6,362 New
Osaic Holdings
27
Osaic Holdings
Arizona
$171K +$46.1K +1,261 +37%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$99.2K +$40.5K +1,109 +69%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$90K +$90K +2,474 New
CTC
30
Central Trust Company
Missouri
$73.1K +$73.1K +2,000 New
Morgan Stanley
31
Morgan Stanley
New York
$63.9K +$402 +11 +0.6%
NA
32
NewEdge Advisors
Louisiana
$63.5K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$62.4K +$34K +930 +120%
UBS Group
34
UBS Group
Switzerland
$36K +$34.7K +948 +2,562%
AF
35
Allworth Financial
California
$34.7K
PB
36
Pinnacle Bancorp
Nebraska
$20.2K
SIS
37
Strategic Investment Solutions
Illinois
$18.6K +$18.6K +495 New
US Bancorp
38
US Bancorp
Minnesota
$18K -$950 -26 -5%
TCM
39
TD Capital Management
Tennessee
$12.8K +$12.8K +351 New
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$9.32K
GI
41
Gradient Investments
Minnesota
$5.96K +$5.96K +163 New
WWP
42
WR Wealth Planners
Missouri
$5.89K
MRCM
43
M&R Capital Management
New Jersey
$4.9K
JWM
44
Janiczek Wealth Management
Colorado
$4.79K +$4.79K +131 New
BlackRock
45
BlackRock
New York
$4.46K +$4.46K +122 New
PFM
46
Phillips Financial Management
Indiana
$2.05K
GWM
47
Geneos Wealth Management
Colorado
$1.65K +$1.65K +45 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.57K
VNA
49
Valley National Advisers
Pennsylvania
$1K
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$366