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iShares US Tech Breakthrough Multisector ETF
TECB

Overview Fund Activity

22 hedge funds and large institutions have $326M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$996K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.14M
3
Bank of America
3
Bank of America
North Carolina
$341K
4
CRWM
4
Castle Rock Wealth Management
California
$1.11M
5
VWA
5
Visionary Wealth Advisors
Illinois
$215K

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$307M
2
RCS
2
Retirement Capital Strategies
California
$10.2M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.95M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
SWA
5
Stratos Wealth Advisors
Ohio
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$307M 8,673,893 -315,436 -4%
RCS
2
Retirement Capital Strategies
California
$10.2M 289,409 -28,259 -9%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.95M 83,416 -17,910 -18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.14M 32,262 +15,814 +96%
CRWM
5
Castle Rock Wealth Management
California
$1.11M 29,799 +7,489 +34%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$996K 28,154 +28,154 New
Goldman Sachs
7
Goldman Sachs
New York
$945K 26,718 +3,619 +16%
TRCT
8
Tower Research Capital (TRC)
New York
$457K 12,919 +386 +3%
SWA
9
Stratos Wealth Advisors
Ohio
$429K 12,130 -1,321 -10%
Bank of America
10
Bank of America
North Carolina
$341K 9,626 +9,276 +2,650%
AC
11
Abbrea Capital
California
$271K 7,650 +1,400 +22%
DAS
12
Dynamic Advisor Solutions
Arizona
$224K 6,330 +50 +0.8%
VWA
13
Visionary Wealth Advisors
Illinois
$215K 6,073 +6,073 New
Osaic Holdings
14
Osaic Holdings
Arizona
$89K 2,509 +1,063 +74%
Morgan Stanley
15
Morgan Stanley
New York
$38K 1,078 -104 -9%
UBS Group
16
UBS Group
Switzerland
$37K 1,058 +1,058 New
PB
17
Pinnacle Bancorp
Nebraska
$21K 599 – –
TCWM
18
Total Clarity Wealth Management
Illinois
$20K 565 +565 New
PA
19
Parallel Advisors
California
$6K 182 – –
APA
20
American Portfolios Advisors
New York
$3.54K 100 – –
Wells Fargo
21
Wells Fargo
California
$3K 71 -216 -75%
NFG
22
Next Financial Group
Texas
$1K 27 +27 New
KAS
23
Kestra Advisory Services
Texas
– – -7,748 Closed
IA
24
IFP Advisors
Florida
– – – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –