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iShares US Tech Breakthrough Multisector ETF

31 hedge funds and large institutions have $331M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
11
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
$322M 9,698,524 -176,164 -2%
SSWM
2
Sheets Smith Wealth Management
North Carolina
$2.15M 64,556 -23,201 -26%
SPC
3
Sigma Planning Corp
Michigan
$1.48M 44,453 -45,115 -50%
CPC
4
Consolidated Planning Corp
Georgia
$1.32M 39,827 +39,827 New
AWM
5
AE Wealth Management
Kansas
$973K 29,283 +3,322 +13%
Bank of America
6
Bank of America
North Carolina
$722K 21,723 +15,442 +246%
BCM
7
Brasada Capital Management
Texas
$397K 11,948 +505 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$395K 11,887 -8,688 -42%
SWA
9
Stratos Wealth Advisors
Ohio
$356K 10,720 -150 -1%
TRCT
10
Tower Research Capital (TRC)
New York
$315K 9,475 -2,695 -22%
CA
11
Cetera Advisors
Colorado
$310K 9,333 +88 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$234K 7,037 +5,799 +468%
Osaic Holdings
13
Osaic Holdings
Arizona
$97.1K 2,924 -308 -10%
PFM
14
Phillips Financial Management
Indiana
$86.1K 2,591
Morgan Stanley
15
Morgan Stanley
New York
$57.7K 1,737 +398 +30%
NA
16
NewEdge Advisors
Louisiana
$43.7K 1,315
UBS Group
17
UBS Group
Switzerland
$36.9K 1,110 -3,153 -74%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$32.6K 980 -14,629 -94%
AF
19
Allworth Financial
California
$31.6K 950 -30 -3%
WP
20
WealthPLAN Partners
Nebraska
$28.1K 846 +846 New
PB
21
Pinnacle Bancorp
Nebraska
$22.6K 679
US Bancorp
22
US Bancorp
Minnesota
$17.2K 518 +518 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.8K 295 +294 +29,400%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$8.04K 242
WWP
25
WR Wealth Planners
Missouri
$5.35K 161