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iShares US Tech Breakthrough Multisector ETF

73 hedge funds and large institutions have $269M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
26
PFG Investments
New York
$525K 10,741 +1,226 +13%
BCM
27
Brasada Capital Management
Texas
$510K 11,799 -389 -3%
TPW
28
Transatlantique Private Wealth
New York
$506K 10,352 -64 -0.6%
TRCT
29
Tower Research Capital (TRC)
New York
$486K 8,658 +7,406 +592%
FFA
30
Farther Finance Advisors
California
$431K 8,765 +8,765 New
UAG
31
United Advisor Group
Ohio
$410K 8,392 +375 +5%
AWS
32
Atria Wealth Solutions
New York
$409K 8,369 -710 -8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$387K 7,912 -27,055 -77%
UBS Group
34
UBS Group
Switzerland
$384K 7,857 -1,943 -20%
HighTower Advisors
35
HighTower Advisors
Illinois
$371K 7,590 +67 +0.9%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$294K 6,013 -110 -2%
ACP
37
Aviance Capital Partners
Florida
$294K 6,011 +208 +4%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$284K 5,809 -473 -8%
AWM
39
AE Wealth Management
Kansas
$269K 5,504 -9,001 -62%
RA
40
RFG Advisory
Alabama
$239K 4,881 +4,881 New
SFM
41
Signet Financial Management
New Jersey
$238K 4,866 -101 -2%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$219K 4,477 +4,477 New
Creative Planning
43
Creative Planning
Kansas
$215K 4,402 +482 +12%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$212K 4,339 +1,226 +39%
Morgan Stanley
45
Morgan Stanley
New York
$194K 3,957 -1,382 -26%
CTC
46
Central Trust Company
Missouri
$117K 2,400
NA
47
NewEdge Advisors
Louisiana
$86.7K 1,773
US Bancorp
48
US Bancorp
Minnesota
$77.8K 1,590 +1,220 +330%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$75.9K 1,552
BA
50
Bellwether Advisors
Nebraska
$65.4K 1,338