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iShares US Tech Breakthrough Multisector ETF

25 hedge funds and large institutions have $400M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
6
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
$378M 9,446,717 +772,824 +9%
RCS
2
Retirement Capital Strategies
California
$11.5M 286,876 -2,533 -0.9%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.76M 68,902 -14,514 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.66M 41,440 +13,286 +47%
LPL Financial
5
LPL Financial
California
$1.28M 31,910 +31,910 New
Goldman Sachs
6
Goldman Sachs
New York
$794K 19,820 -6,898 -26%
TRCT
7
Tower Research Capital (TRC)
New York
$504K 12,589 -330 -3%
SWA
8
Stratos Wealth Advisors
Ohio
$484K 12,077 -53 -0.4%
VWA
9
Visionary Wealth Advisors
Illinois
$434K 10,844 +4,771 +79%
Bank of America
10
Bank of America
North Carolina
$427K 10,652 +1,026 +11%
CA
11
Cetera Advisors
Colorado
$316K 7,894 +7,894 New
AC
12
Abbrea Capital
California
$306K 7,650
DAS
13
Dynamic Advisor Solutions
Arizona
$258K 6,430 +100 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$121K 3,040 +531 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97K 2,410 -29,852 -93%
UBS Group
16
UBS Group
Switzerland
$82K 2,047 +989 +93%
Morgan Stanley
17
Morgan Stanley
New York
$44K 1,095 +17 +2%
PB
18
Pinnacle Bancorp
Nebraska
$24K 599
FMP
19
Financial Management Professionals
Texas
$5K 124 +124 New
APA
20
American Portfolios Advisors
New York
$4.01K 100
US Bancorp
21
US Bancorp
Minnesota
$4K 98 +98 New
Wells Fargo
22
Wells Fargo
California
$3K 71
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2K 44 +44 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2K 49 +49 New
NFG
25
Next Financial Group
Texas
$1K 27