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iShares US Tech Breakthrough Multisector ETF

50 hedge funds and large institutions have $245M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$223M 6,096,896 -2,621,903 -30%
Bank of America
2
Bank of America
North Carolina
$4.78M 130,861 +52,600 +67%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.09M 57,244 +297 +0.5%
SPC
4
Sigma Planning Corp
Michigan
$1.52M 41,528 -552 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.52M 41,489 -4,686 -10%
CPC
6
Consolidated Planning Corp
Georgia
$1.46M 39,966 -349 -0.9%
Citadel Advisors
7
Citadel Advisors
Florida
$1.23M 33,634 +33,634 New
LPL Financial
8
LPL Financial
California
$1.11M 30,444 +10,913 +56%
AWM
9
Austin Wealth Management
Texas
$912K 22,793 +22,793 New
PAG
10
Private Advisor Group
New Jersey
$712K 19,480 +13,168 +209%
AWM
11
AE Wealth Management
Kansas
$668K 18,277 +18,277 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$524K 14,329 +11,505 +407%
SWA
13
Stratos Wealth Advisors
Ohio
$483K 13,221 +2,667 +25%
AA
14
Ancora Advisors
Ohio
$474K 12,973 +7,367 +131%
BCM
15
Brasada Capital Management
Texas
$461K 12,330 -430 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$447K 12,235 -37,935 -76%
Ameriprise
17
Ameriprise
Minnesota
$369K 10,112 +10,112 New
CAN
18
Cetera Advisor Networks
California
$349K 9,550 +1,766 +23%
CA
19
Cetera Advisors
Colorado
$341K 9,333
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$329K 8,991 +1,709 +23%
AC
21
Avestar Capital
New York
$326K 8,921 +8,921 New
Goldman Sachs
22
Goldman Sachs
New York
$324K 8,874 -41,259 -82%
AWS
23
Atria Wealth Solutions
New York
$284K 7,761 +652 +9%
TRCT
24
Tower Research Capital (TRC)
New York
$269K 7,360 -3,696 -33%
AssetMark Inc
25
AssetMark Inc
California
$250K 6,844 +6,844 New