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iShares US Tech Breakthrough Multisector ETF

78 hedge funds and large institutions have $312M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTC
51
Central Trust Company
Missouri
$80.3K 1,400 -1,000 -42%
BA
52
Bellwether Advisors
Nebraska
$76.7K 1,338
AF
53
Allworth Financial
California
$58.1K 1,013
SC
54
Steph & Co
Wisconsin
$48.8K 850 -50 -6%
DI
55
DAGCO Inc
Ohio
$48.4K 844 +844 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$45.9K 800
CIAS
57
Capital Investment Advisory Services
North Carolina
$29.2K 509
HBW
58
Hazlett, Burt & Watson
West Virginia
$28K 500 +200 +67%
PB
59
Pinnacle Bancorp
Nebraska
$26.7K 465
PWA
60
Physician Wealth Advisors
Utah
$22.9K 400
GRP
61
Global Retirement Partners
California
$22.1K 385 +385 New
TCM
62
TD Capital Management
Tennessee
$20.3K 353
IA
63
IFP Advisors
Florida
$16.2K 283 +175 +162%
SIS
64
Sound Income Strategies
Florida
$15.4K 268
CA
65
Clearstead Advisors
Ohio
$14.1K 245
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$12.8K 224
NS
67
NBC Securities
Alabama
$11K 200 +200 New
AAS
68
Ameritas Advisory Services
Nebraska
$10K 175 +175 New
CA
69
CoreCap Advisors
Michigan
$9.18K 160
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$7.92K 138 +138 New
SPIA
71
Steward Partners Investment Advisory
New York
$6.77K 118
ACA
72
Aptus Capital Advisors
Alabama
$5.05K 88
AWM
73
Abound Wealth Management
Tennessee
$4.54K 79
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$4.13K 72
Russell Investments Group
75
Russell Investments Group
United Kingdom
$4.13K 72