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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.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.96M
2 +$1.96M
3 +$1.42M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.03M
5
Goldman Sachs
Goldman Sachs
New York
+$975K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$49.8K
SC
52
Steph & Co
Wisconsin
$44K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$39.1K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$29K
CIAS
55
Capital Investment Advisory Services
North Carolina
$24.9K
PB
56
Pinnacle Bancorp
Nebraska
$22.7K
PWA
57
Physician Wealth Advisors
Utah
$19.6K
TCM
58
TD Capital Management
Tennessee
$17.3K
HBW
59
Hazlett, Burt & Watson
West Virginia
$15K
TCM
60
Tradewinds Capital Management
Washington
$14.7K
SIS
61
Sound Income Strategies
Florida
$13.1K
CA
62
Clearstead Advisors
Ohio
$12K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$11K
CA
64
CoreCap Advisors
Michigan
$7.82K
Wells Fargo
65
Wells Fargo
California
$6.7K
SPIA
66
Steward Partners Investment Advisory
New York
$5.77K
IA
67
IFP Advisors
Florida
$5.28K
GWM
68
Geneos Wealth Management
Colorado
$4.4K
ACA
69
Aptus Capital Advisors
Alabama
$4.3K
AWM
70
Abound Wealth Management
Tennessee
$3.87K
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$3.52K
Russell Investments Group
72
Russell Investments Group
United Kingdom
$3.52K
WPA
73
Wealth Preservation Advisors
Tennessee
$746
TF
74
Trek Financial
Arizona
AssetMark Inc
75
AssetMark Inc
California