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iShares US Tech Breakthrough Multisector ETF

38 hedge funds and large institutions have $348M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
8
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
$330M 8,718,799 -979,725 -10%
Bank of America
2
Bank of America
North Carolina
$2.96M 78,261 +56,538 +260%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.15M 56,947 -7,609 -12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.9M 50,170 +43,133 +613%
Goldman Sachs
5
Goldman Sachs
New York
$1.9M 50,133 +50,133 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.75M 46,175 +34,288 +288%
SPC
7
Sigma Planning Corp
Michigan
$1.59M 42,080 -2,373 -5%
CPC
8
Consolidated Planning Corp
Georgia
$1.53M 40,315 +488 +1%
LPL Financial
9
LPL Financial
California
$739K 19,531 +19,531 New
BCM
10
Brasada Capital Management
Texas
$483K 12,760 +812 +7%
TRCT
11
Tower Research Capital (TRC)
New York
$418K 11,056 +1,581 +17%
SWA
12
Stratos Wealth Advisors
Ohio
$399K 10,554 -166 -2%
CA
13
Cetera Advisors
Colorado
$353K 9,333
PCIA
14
Prime Capital Investment Advisors
Kansas
$311K 8,227 +8,227 New
CAN
15
Cetera Advisor Networks
California
$295K 7,784 +7,784 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$276K 7,282 +7,282 New
AWS
17
Atria Wealth Solutions
New York
$269K 7,109 +7,109 New
PAG
18
Private Advisor Group
New Jersey
$239K 6,312 +6,312 New
AA
19
Ancora Advisors
Ohio
$212K 5,606 +5,606 New
Osaic Holdings
20
Osaic Holdings
Arizona
$129K 3,418 +494 +17%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$107K 2,824 +2,824 New
NA
22
NewEdge Advisors
Louisiana
$65.8K 1,738 +423 +32%
Morgan Stanley
23
Morgan Stanley
New York
$65.7K 1,737
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$60.8K 1,606 +626 +64%
AF
25
Allworth Financial
California
$35.9K 950