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iShares US Tech Breakthrough Multisector ETF

40 hedge funds and large institutions have $404M invested in iShares US Tech Breakthrough Multisector ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+11
Holders Change %
+37.93%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$377M 8,997,621 +618,209 +7%
RCS
2
Retirement Capital Strategies
California
$11.6M 277,531 -5,952 -2%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.88M 68,659 +78 +0.1%
LPL Financial
4
LPL Financial
California
$2.52M 60,117 -29,526 -33%
CA
5
Cetera Advisors
Colorado
$1.62M 38,595 +1,183 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.21M 28,906 -578 -2%
SPC
7
Sigma Planning Corp
Michigan
$1.02M 24,336 +24,336 New
Citadel Advisors
8
Citadel Advisors
Florida
$898K 21,459 -27,728 -56%
TWC
9
TD Waterhouse Canada
Ontario, Canada
$732K 17,740 +17,740 New
Goldman Sachs
10
Goldman Sachs
New York
$671K 16,022 -3,669 -19%
VWA
11
Visionary Wealth Advisors
Illinois
$664K 15,853 +430 +3%
Bank of America
12
Bank of America
North Carolina
$634K 15,150 -601 -4%
TRCT
13
Tower Research Capital (TRC)
New York
$591K 14,106 -1,618 -10%
SWA
14
Stratos Wealth Advisors
Ohio
$436K 10,417 -1,049 -9%
BCM
15
Brasada Capital Management
Texas
$418K 10,695 +1,149 +12%
PCIA
16
Prime Capital Investment Advisors
Kansas
$383K 9,142 +9,142 New
AC
17
Abbrea Capital
California
$320K 7,650
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$315K 7,527 +7,527 New
UBS Group
19
UBS Group
Switzerland
$166K 3,960 +3,960 New
SFM
20
Signet Financial Management
New Jersey
$161K 3,835 +3,835 New
Osaic Holdings
21
Osaic Holdings
Arizona
$156K 3,717 +1,230 +49%
Morgan Stanley
22
Morgan Stanley
New York
$57K 1,367 -76 -5%
VNA
23
Valley National Advisers
Pennsylvania
$54K 1,282 +1,282 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$42.1K 1,006 +1,006 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$30K 705 +705 New