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iShares US Tech Breakthrough Multisector ETF

37 hedge funds and large institutions have $288M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$277M 9,849,652 +893,071 +10%
SPC
2
Sigma Planning Corp
Michigan
$2.35M 83,689 +10,183 +14%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.25M 79,873 +6,921 +9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.57M 55,857 +55,857 New
AWM
5
AE Wealth Management
Kansas
$1.13M 40,000 +4,241 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$886K 31,494 +18,355 +140%
RCS
7
Retirement Capital Strategies
California
$747K 26,544 -237,551 -90%
TRCT
8
Tower Research Capital (TRC)
New York
$640K 22,747 +10,669 +88%
Bank of America
9
Bank of America
North Carolina
$364K 12,952 -4,585 -26%
BCM
10
Brasada Capital Management
Texas
$313K 11,113 -373 -3%
SWA
11
Stratos Wealth Advisors
Ohio
$300K 10,669 +423 +4%
CA
12
Cetera Advisors
Colorado
$218K 7,739
AC
13
Abbrea Capital
California
$215K 7,650
Osaic Holdings
14
Osaic Holdings
Arizona
$96K 3,427 -651 -16%
Morgan Stanley
15
Morgan Stanley
New York
$55K 1,952 +402 +26%
CA
16
CoreCap Advisors
Michigan
$33K 1,165 +1,165 New
AF
17
Allworth Financial
California
$27K 950 +950 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$23K 819 +140 +21%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$21K 741 -247 -25%
PB
20
Pinnacle Bancorp
Nebraska
$19K 672 +73 +12%
IA
21
IFP Advisors
Florida
$13K 500
KA
22
Kozak & Associates
Colorado
$12K 442
APA
23
American Portfolios Advisors
New York
$9.2K 327
TCWM
24
Total Clarity Wealth Management
Illinois
$9K 315 +315 New
ACA
25
Aptus Capital Advisors
Alabama
$7K 233 +233 New