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iShares US Tech Breakthrough Multisector ETF

65 hedge funds and large institutions have $303M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$440K -$7.42K -155 -2%
AssetMark Inc
27
AssetMark Inc
California
$330K -$1.39K -29 -0.4%
Mariner
28
Mariner
Kansas
$317K -$4.79K -100 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$304K +$48 +1 +0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$302K +$302K +6,310 New
RFC
31
Regions Financial Corp
Alabama
$298K
Osaic Holdings
32
Osaic Holdings
Arizona
$252K +$39.5K +824 +19%
SFM
33
Signet Financial Management
New Jersey
$230K +$4.84K +101 +2%
Marshall Wace
34
Marshall Wace
United Kingdom
$216K -$52.9K -1,105 -20%
SFPG
35
Stonebridge Financial Planning Group
Florida
$207K +$207K +4,330 New
PI
36
PFG Investments
New York
$202K +$202K +4,227 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$126K +$7.1K +148 +6%
CTC
38
Central Trust Company
Missouri
$115K +$19.2K +400 +20%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$108K +$41.9K +875 +64%
Morgan Stanley
40
Morgan Stanley
New York
$93.8K -$77.3K -1,615 -45%
NA
41
NewEdge Advisors
Louisiana
$83.2K
BCWM
42
Bartlett & Co Wealth Management
Ohio
$74.3K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$59K -$1.24K -26 -2%
AF
44
Allworth Financial
California
$45.5K
CIAS
45
Capital Investment Advisory Services
North Carolina
$24.4K
PB
46
Pinnacle Bancorp
Nebraska
$22.3K -$4.21K -88 -16%
AFWM
47
Abich Financial Wealth Management
Virginia
$20.7K +$20.7K +432 New
GRP
48
Global Retirement Partners
California
$18.4K +$11.7K +245 +175%
TCM
49
TD Capital Management
Tennessee
$16.8K +$48 +1 +0.3%
TRCT
50
Tower Research Capital (TRC)
New York
$16.7K +$16.7K +349 New