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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 %
AF
51
Allworth Financial
California
$49.8K 1,013 +63 +7%
SC
52
Steph & Co
Wisconsin
$44K 900 +900 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$39.1K 800
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$29K 593 +550 +1,279%
CIAS
55
Capital Investment Advisory Services
North Carolina
$24.9K 509 +509 New
PB
56
Pinnacle Bancorp
Nebraska
$22.7K 465
PWA
57
Physician Wealth Advisors
Utah
$19.6K 400
TCM
58
TD Capital Management
Tennessee
$17.3K 353
HBW
59
Hazlett, Burt & Watson
West Virginia
$15K 300
TCM
60
Tradewinds Capital Management
Washington
$14.7K 300
SIS
61
Sound Income Strategies
Florida
$13.1K 268
CA
62
Clearstead Advisors
Ohio
$12K 245
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$11K 224
CA
64
CoreCap Advisors
Michigan
$7.82K 160
Wells Fargo
65
Wells Fargo
California
$6.7K 137 +98 +251%
SPIA
66
Steward Partners Investment Advisory
New York
$5.77K 118
IA
67
IFP Advisors
Florida
$5.28K 108 +108 New
GWM
68
Geneos Wealth Management
Colorado
$4.4K 90 +90 New
ACA
69
Aptus Capital Advisors
Alabama
$4.3K 88
AWM
70
Abound Wealth Management
Tennessee
$3.87K 79 +79 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$3.52K 72 -149 -67%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$3.52K 72 +72 New
WPA
73
Wealth Preservation Advisors
Tennessee
$746 15 +15 New
TF
74
Trek Financial
Arizona
-75,663 Closed
AssetMark Inc
75
AssetMark Inc
California
-16,792 Closed