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iShares US Tech Breakthrough Multisector ETF

71 hedge funds and large institutions have $303M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$26.4K 515 +515 New
PB
52
Pinnacle Bancorp
Nebraska
$23.8K 465
GRP
53
Global Retirement Partners
California
$19.7K 385
TCM
54
Tradewinds Capital Management
Washington
$19K 371
TCM
55
TD Capital Management
Tennessee
$18.1K 352
US Bancorp
56
US Bancorp
Minnesota
$17.4K 339
HBW
57
Hazlett, Burt & Watson
West Virginia
$15K 300
SIS
58
Sound Income Strategies
Florida
$13.6K 265
CA
59
Clearstead Advisors
Ohio
$12.6K 245
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$11.5K 224
CA
61
CoreCap Advisors
Michigan
$11.4K 223 -55 -20%
DI
62
DAGCO Inc
Ohio
$10.7K 209
BlackRock
63
BlackRock
New York
$8.5K 166
WWP
64
WR Wealth Planners
Missouri
$8.25K 161
MRCM
65
M&R Capital Management
New Jersey
$6.88K 134
RWM
66
Reston Wealth Management
Virginia
$5.24K 102 +102 New
ACA
67
Aptus Capital Advisors
Alabama
$4.51K 88 +88 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$3.69K 72
PFM
69
Phillips Financial Management
Indiana
$2.87K 56
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.2K 43
AWM
71
Avior Wealth Management
Nebraska
$1.79K 35 +35 New
CPC
72
Consolidated Planning Corp
Georgia
-4,760 Closed
GI
73
Gradient Investments
Minnesota
-163 Closed
TWP
74
Triad Wealth Partners
Kansas
-102 Closed
HIA
75
Harbor Investment Advisory
Maryland
-100 Closed