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iShares US Tech Breakthrough Multisector ETF

29 hedge funds and large institutions have $372M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
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
$344M 8,379,412 -1,067,305 -11%
RCS
2
Retirement Capital Strategies
California
$11.6M 283,483 -3,393 -1%
LPL Financial
3
LPL Financial
California
$3.68M 89,643 +57,733 +181%
SSWM
4
Sheets Smith Wealth Management
North Carolina
$2.82M 68,581 -321 -0.5%
Citadel Advisors
5
Citadel Advisors
Florida
$2.02M 49,187 +49,187 New
CA
6
Cetera Advisors
Colorado
$1.54M 37,412 +29,518 +374%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.21M 29,484 +27,074 +1,123%
Goldman Sachs
8
Goldman Sachs
New York
$809K 19,691 -129 -0.7%
KWM
9
Kingsview Wealth Management
Oregon
$808K 19,668 +19,668 New
Bank of America
10
Bank of America
North Carolina
$647K 15,751 +5,099 +48%
TRCT
11
Tower Research Capital (TRC)
New York
$646K 15,724 +3,135 +25%
VWA
12
Visionary Wealth Advisors
Illinois
$634K 15,423 +4,579 +42%
SWA
13
Stratos Wealth Advisors
Ohio
$471K 11,466 -611 -5%
BCM
14
Brasada Capital Management
Texas
$392K 9,546 +9,546 New
AC
15
Abbrea Capital
California
$314K 7,650
DAS
16
Dynamic Advisor Solutions
Arizona
$306K 7,440 +1,010 +16%
Osaic Holdings
17
Osaic Holdings
Arizona
$102K 2,487 -553 -18%
Morgan Stanley
18
Morgan Stanley
New York
$59K 1,443 +348 +32%
PB
19
Pinnacle Bancorp
Nebraska
$25K 599
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$25K 564 +564 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$23K 549 +505 +1,148%
TCWM
22
Total Clarity Wealth Management
Illinois
$21K 500 +500 New
KA
23
Kozak & Associates
Colorado
$19K 442 +442 New
APA
24
American Portfolios Advisors
New York
$4.11K 100
US Bancorp
25
US Bancorp
Minnesota
$4K 98