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iShares US Tech Breakthrough Multisector ETF

92 hedge funds and large institutions have $320M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

15% more funds holding

Funds holding: 8092 (+12)

2% more capital invested

Capital invested by funds: $316M → $320M (+$4.73M)

1.16% less ownership

Funds ownership: 71.9%70.74% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brasada Capital Management
Texas
$707K -$9.59K -164 -1%
PI
27
PFG Investments
New York
$690K +$38.1K +652 +6%
TPW
28
Transatlantique Private Wealth
New York
$689K -$175 -3 -0%
UAG
29
United Advisor Group
Ohio
$528K -$11.5K -197 -2%
C
30
Certuity
Florida
$516K +$500K +8,552 New
KHCM
31
Kirtland Hills Capital Management
Ohio
$491K +$59.6K +1,020 +14%
PCIA
32
Prime Capital Investment Advisors
Kansas
$470K -$107K -1,838 -19%
HighTower Advisors
33
HighTower Advisors
Illinois
$412K -$40.3K -689 -9%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$391K +$92.5K +1,582 +32%
FA
35
Fiduciary Alliance
South Carolina
$385K +$42.6K +728 +13%
FFA
36
Farther Finance Advisors
California
$321K -$10.3K -176 -3%
GS
37
GTS Securities
New York
$312K +$63.7K +1,089 +27%
Optiver Holding
38
Optiver Holding
Netherlands
$306K +$296K +5,066 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$304K +$877 +15 +0.3%
SFM
40
Signet Financial Management
New Jersey
$294K
MFGM
41
Marshall Financial Group (Maryland)
Maryland
$279K -$7.66K -131 -3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$270K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$258K -$37.1K -635 -13%
AWM
44
AE Wealth Management
Kansas
$249K +$9.29K +159 +4%
JWCA
45
J.W. Cole Advisors
Florida
$241K -$5.67K -97 -2%
KAS
46
Kestra Advisory Services
Texas
$214K +$207K +3,538 New
Creative Planning
47
Creative Planning
Kansas
$213K +$206K +3,532 New
EFG
48
Ehrlich Financial Group
California
$207K -$28.1K -480 -12%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$203K +$196K +3,357 New
Morgan Stanley
50
Morgan Stanley
New York
$177K -$526 -9 -0.3%

TECB Hedge Fund Activity: Q3 2025 in Review

92 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q3 2025, worth a combined $320M — up 1.5% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TECB positions and 5 closed out — a net gain of 12 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $4.41M. The largest seller was Financial Engines Advisors, cutting an estimated $13.1M.

  • 92 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $320M of iShares US Tech Breakthrough Multisector ETF stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 17 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q3 2025 was NorthRock Partners, an estimated $4.41M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q3 2025 was Financial Engines Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2025.