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iShares US Tech Breakthrough Multisector ETF

53 hedge funds and large institutions have $265M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$202K +$202K +4,711 New
Osaic Holdings
27
Osaic Holdings
Arizona
$190K -$10.7K -249 -5%
Morgan Stanley
28
Morgan Stanley
New York
$153K +$78.4K +1,826 +104%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$106K +$128 +3 +0.1%
CTC
30
Central Trust Company
Missouri
$85.8K
NA
31
NewEdge Advisors
Louisiana
$74.6K
BCWM
32
Bartlett & Co Wealth Management
Ohio
$67K +$67K +1,552 New
BC
33
Bartlett & Co
Ohio
$67K +$67K +1,552 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$59K -$14.2K -332 -19%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$54K -$469K -10,972 -90%
AF
36
Allworth Financial
California
$40.8K
PB
37
Pinnacle Bancorp
Nebraska
$23.7K
CIAS
38
Capital Investment Advisory Services
North Carolina
$21.8K +$21.8K +509 New
TCM
39
TD Capital Management
Tennessee
$15.1K
US Bancorp
40
US Bancorp
Minnesota
$14.6K -$6.57K -153 -31%
ASN
41
Advisory Services Network
Georgia
$12.5K +$12.5K +292 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$10.9K
GI
43
Gradient Investments
Minnesota
$7K
GRP
44
Global Retirement Partners
California
$6.12K +$6.12K +140 New
MRCM
45
M&R Capital Management
New Jersey
$5.76K
BlackRock
46
BlackRock
New York
$5.24K
FFA
47
Farther Finance Advisors
California
$3.69K +$3.69K +86 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$3.52K +$3.09K +72 +720%
PFM
49
Phillips Financial Management
Indiana
$2.4K
GWM
50
Geneos Wealth Management
Colorado
$1.93K