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iShares US Tech Breakthrough Multisector ETF

32 hedge funds and large institutions have $247M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$236M 9,013,030 -836,622 -8%
SPC
2
Sigma Planning Corp
Michigan
$2.26M 86,428 +2,739 +3%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.18M 83,251 +3,378 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.62M 62,086 +6,229 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$1.18M 45,129 +45,129 New
AWM
6
AE Wealth Management
Kansas
$1.07M 40,935 +935 +2%
PVH
7
Psagot Value Holdings
Israel
$639K 24,436 +24,436 New
RCS
8
Retirement Capital Strategies
California
$512K 19,578 -6,966 -26%
TRCT
9
Tower Research Capital (TRC)
New York
$512K 19,590 -3,157 -14%
Bank of America
10
Bank of America
North Carolina
$356K 13,609 +657 +5%
BCM
11
Brasada Capital Management
Texas
$294K 11,238 +125 +1%
SWA
12
Stratos Wealth Advisors
Ohio
$283K 10,828 +159 +1%
CA
13
Cetera Advisors
Colorado
$272K 10,406 +2,667 +34%
UBS Group
14
UBS Group
Switzerland
$229K 8,776 +8,708 +12,806%
Osaic Holdings
15
Osaic Holdings
Arizona
$87K 3,327 -100 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$59K 2,242 -29,252 -93%
Morgan Stanley
17
Morgan Stanley
New York
$39K 1,502 -450 -23%
AF
18
Allworth Financial
California
$25K 950
PB
19
Pinnacle Bancorp
Nebraska
$18K 672
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$16K 610 -209 -26%
IA
21
IFP Advisors
Florida
$13K 500
APA
22
American Portfolios Advisors
New York
$8.57K 328 +1 +0.3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6K 231 -510 -69%
ACA
24
Aptus Capital Advisors
Alabama
$6K 233
WWP
25
WR Wealth Planners
Missouri
$4.21K 161