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iShares US Tech Breakthrough Multisector ETF

34 hedge funds and large institutions have $279M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
11
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
$270M 9,874,688 +861,658 +10%
SPC
2
Sigma Planning Corp
Michigan
$2.45M 89,568 +3,140 +4%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.4M 87,757 +4,506 +5%
Citadel Advisors
4
Citadel Advisors
Florida
$892K 32,667 -12,462 -28%
AWM
5
AE Wealth Management
Kansas
$709K 25,961 -14,974 -37%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$562K 20,575 -41,511 -67%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$426K 15,609 +14,999 +2,459%
TRCT
8
Tower Research Capital (TRC)
New York
$332K 12,170 -7,420 -38%
BCM
9
Brasada Capital Management
Texas
$313K 11,443 +205 +2%
SWA
10
Stratos Wealth Advisors
Ohio
$297K 10,870 +42 +0.4%
CA
11
Cetera Advisors
Colorado
$253K 9,245 -1,161 -11%
Bank of America
12
Bank of America
North Carolina
$172K 6,281 -7,328 -54%
UBS Group
13
UBS Group
Switzerland
$116K 4,263 -4,513 -51%
Osaic Holdings
14
Osaic Holdings
Arizona
$89K 3,232 -95 -3%
PFM
15
Phillips Financial Management
Indiana
$70.8K 2,591 +2,591 New
PIMG
16
Patriot Investment Management Group
Tennessee
$39.7K 1,284 +1,284 New
Morgan Stanley
17
Morgan Stanley
New York
$36.6K 1,339 -163 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34K 1,238 -1,004 -45%
CA
19
CoreCap Advisors
Michigan
$30.8K 1,128 +1,128 New
AF
20
Allworth Financial
California
$26.8K 980 +30 +3%
Wells Fargo
21
Wells Fargo
California
$22.8K 834 +801 +2,427%
PB
22
Pinnacle Bancorp
Nebraska
$19K 679 +7 +1%
RCM
23
Raleigh Capital Management
North Carolina
$17.2K 631 +631 New
IA
24
IFP Advisors
Florida
$13K 500
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$6.61K 242 +92 +61%