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iShares US Tech Breakthrough Multisector ETF

79 hedge funds and large institutions have $314M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
51
Central Trust Company
Missouri
$80.3K -$57.4K -1,000 -42%
BA
52
Bellwether Advisors
Nebraska
$76.7K
AF
53
Allworth Financial
California
$58.1K
SC
54
Steph & Co
Wisconsin
$48.8K -$2.87K -50 -6%
DI
55
DAGCO Inc
Ohio
$48.4K +$48.4K +844 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$45.9K
CIAS
57
Capital Investment Advisory Services
North Carolina
$29.2K
HBW
58
Hazlett, Burt & Watson
West Virginia
$28K +$11.2K +200 +67%
PB
59
Pinnacle Bancorp
Nebraska
$26.7K
PWA
60
Physician Wealth Advisors
Utah
$22.9K
GRP
61
Global Retirement Partners
California
$22.1K +$22.1K +385 New
TCM
62
TD Capital Management
Tennessee
$20.3K
IA
63
IFP Advisors
Florida
$16.2K +$10K +175 +162%
SIS
64
Sound Income Strategies
Florida
$15.4K
CA
65
Clearstead Advisors
Ohio
$14.1K
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$12.8K
NS
67
NBC Securities
Alabama
$11K +$11K +200 New
AAS
68
Ameritas Advisory Services
Nebraska
$10K +$10K +175 New
CA
69
CoreCap Advisors
Michigan
$9.18K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$7.92K +$7.92K +138 New
SPIA
71
Steward Partners Investment Advisory
New York
$6.77K
ACA
72
Aptus Capital Advisors
Alabama
$5.05K
AWM
73
Abound Wealth Management
Tennessee
$4.54K
Russell Investments Group
74
Russell Investments Group
United Kingdom
$4.13K
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$4.13K