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iShares US Tech Breakthrough Multisector ETF

19 hedge funds and large institutions have $335M invested in iShares US Tech Breakthrough Multisector ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+10
Holders Change %
+111.11%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
2
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$316M 9,849,126 -508,128 -5%
RCS
2
Retirement Capital Strategies
California
$9.93M 323,566 -573,544 -64%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$3.19M 99,381 +64,558 +185%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.44M 44,919 +44,919 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.43M 44,385 +44,254 +33,782%
Goldman Sachs
6
Goldman Sachs
New York
$945K 29,455 +29,455 New
CRWM
7
Castle Rock Wealth Management
California
$684K 20,849 +20,849 New
TRCT
8
Tower Research Capital (TRC)
New York
$394K 12,272 +12,272 New
SWA
9
Stratos Wealth Advisors
Ohio
$337K 10,510 +10,510 New
Bank of America
10
Bank of America
North Carolina
$20K 630 +630 New
PB
11
Pinnacle Bancorp
Nebraska
$16K 485 +485 New
AssetMark Inc
12
AssetMark Inc
California
$13K 415 +415 New
Morgan Stanley
13
Morgan Stanley
New York
$12K 373 +373 New
Osaic Holdings
14
Osaic Holdings
Arizona
$10K 302 +302 New
PAI
15
Pittenger & Anderson Inc
Nebraska
$7K 222 +222 New
PA
16
Parallel Advisors
California
$6K 182
VFA
17
Valeo Financial Advisors
Indiana
$5K 167
WCG
18
Weaver Consulting Group
California
$3K 100 +100 New
Wells Fargo
19
Wells Fargo
California
$2K 71 +71 New
Jane Street
20
Jane Street
New York
-9,593 Closed
PCIA
21
Prime Capital Investment Advisors
Kansas
-1,112 Closed
UBS Group
22
UBS Group
Switzerland
-250 Closed
CFGS
23
Concourse Financial Group Securities
Alabama