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iShares US Tech Breakthrough Multisector ETF

53 hedge funds and large institutions have $265M invested in iShares US Tech Breakthrough Multisector ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$239M 5,573,291 -523,605 -9%
Bank of America
2
Bank of America
North Carolina
$6.82M 158,966 +28,105 +21%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.39M 55,600 -1,644 -3%
LPL Financial
4
LPL Financial
California
$1.85M 43,087 +12,643 +42%
CPC
5
Consolidated Planning Corp
Georgia
$1.54M 35,905 -4,061 -10%
Citadel Advisors
6
Citadel Advisors
Florida
$1.26M 29,387 -4,247 -13%
AWM
7
Austin Wealth Management
Texas
$1.03M 22,202 -591 -3%
PAG
8
Private Advisor Group
New Jersey
$1.03M 23,928 +4,448 +23%
AWM
9
AE Wealth Management
Kansas
$996K 21,925 +3,648 +20%
SPC
10
Sigma Planning Corp
Michigan
$954K 22,229 -19,299 -46%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$731K 17,038 +2,709 +19%
Ameriprise
12
Ameriprise
Minnesota
$575K 13,432 +3,320 +33%
SWA
13
Stratos Wealth Advisors
Ohio
$554K 12,912 -309 -2%
BCM
14
Brasada Capital Management
Texas
$542K 12,620 +290 +2%
AA
15
Ancora Advisors
Ohio
$537K 12,506 -467 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$504K 11,747 +2,756 +31%
CA
17
Cetera Advisors
Colorado
$401K 9,334 +1 +0%
AWS
18
Atria Wealth Solutions
New York
$390K 9,077 +1,316 +17%
RJA
19
Raymond James & Associates
Florida
$377K 8,786 +8,786 New
AssetMark Inc
20
AssetMark Inc
California
$297K 6,930 +86 +1%
Mariner
21
Mariner
Kansas
$289K 6,723 +6,723 New
HighTower Advisors
22
HighTower Advisors
Illinois
$274K 6,373 +11 +0.2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$273K 6,349 +3,634 +134%
RFC
24
Regions Financial Corp
Alabama
$267K 6,221 +6,221 New
Marshall Wace
25
Marshall Wace
United Kingdom
$241K 5,611 +5,611 New