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iShares US Tech Breakthrough Multisector ETF

74 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, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 7474 (0)

0.19% less ownership

Funds ownership: 70.22%70.03% (-0.19%)

12% less capital invested

Capital invested by funds: $306M → $269M (-$37.4M)

Holders
74
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
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFG Investments
New York
$525K +$65.3K +1,226 +13%
BCM
27
Brasada Capital Management
Texas
$510K -$20.7K -389 -3%
TPW
28
Transatlantique Private Wealth
New York
$506K -$3.41K -64 -0.6%
TRCT
29
Tower Research Capital (TRC)
New York
$486K +$395K +7,406 +592%
FFA
30
Farther Finance Advisors
California
$431K +$467K +8,765 New
UAG
31
United Advisor Group
Ohio
$410K +$20K +375 +5%
AWS
32
Atria Wealth Solutions
New York
$409K -$37.8K -710 -8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$387K -$1.44M -27,055 -77%
UBS Group
34
UBS Group
Switzerland
$384K -$104K -1,943 -20%
HighTower Advisors
35
HighTower Advisors
Illinois
$371K +$3.57K +67 +0.9%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$294K -$5.86K -110 -2%
ACP
37
Aviance Capital Partners
Florida
$294K +$11.1K +208 +4%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$284K -$25.2K -473 -8%
AWM
39
AE Wealth Management
Kansas
$269K -$479K -9,001 -62%
CWP
40
Clark Wealth Partners
Illinois
$254K -$7.46K -140 -3%
RA
41
RFG Advisory
Alabama
$239K +$260K +4,881 New
SFM
42
Signet Financial Management
New Jersey
$238K -$5.38K -101 -2%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$219K +$238K +4,477 New
Creative Planning
44
Creative Planning
Kansas
$215K +$25.7K +482 +12%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$212K +$65.3K +1,226 +39%
Morgan Stanley
46
Morgan Stanley
New York
$194K -$73.6K -1,382 -26%
CTC
47
Central Trust Company
Missouri
$117K
NA
48
NewEdge Advisors
Louisiana
$86.7K
US Bancorp
49
US Bancorp
Minnesota
$77.8K +$65K +1,220 +330%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$75.9K

TECB Hedge Fund Activity: Q1 2025 in Review

74 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q1 2025, worth a combined $269M — down 12% from $306M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TECB positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $2.14M. The largest seller was Financial Engines Advisors, cutting an estimated $8.44M.

  • 74 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $269M of iShares US Tech Breakthrough Multisector ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 13 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $2.14M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $8.44M sold.

Based on aggregated 13F filings for Q1 2025.