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iShares US Tech Breakthrough Multisector ETF
TECB

Overview Fund Activity

65 hedge funds and large institutions have $303M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.2M
2
LPL Financial
2
LPL Financial
California
$4.89M
3
Ameriprise
3
Ameriprise
Minnesota
$2.83M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.55M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$251M
2
CPC
2
Consolidated Planning Corp
Georgia
$677K
3
AWM
3
AE Wealth Management
Kansas
$548K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$452K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$251M 5,244,159 -329,132 -6%
Bank of America
2
Bank of America
North Carolina
$18.2M 381,140 +222,174 +140%
LPL Financial
3
LPL Financial
California
$4.89M 102,138 +59,051 +137%
Ameriprise
4
Ameriprise
Minnesota
$2.83M 59,191 +45,759 +341%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$2.43M 50,764 -4,836 -9%
SPC
6
Sigma Planning Corp
Michigan
$2.16M 45,077 +22,848 +103%
PAG
7
Private Advisor Group
New Jersey
$1.64M 34,352 +10,424 +44%
PCIA
8
Prime Capital Investment Advisors
Kansas
$1.63M 34,085 +34,085 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.55M 32,441 +32,441 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.51M 31,555 +2,168 +7%
TF
11
Trek Financial
Arizona
$1.22M 25,395 +25,395 New
Goldman Sachs
12
Goldman Sachs
New York
$1.17M 24,387 +24,387 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.15M 23,940 +12,193 +104%
AWM
14
Austin Wealth Management
Texas
$1.05M 21,560 -642 -3%
AA
15
Ancora Advisors
Ohio
$897K 18,733 +6,227 +50%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$748K 15,618 +15,536 +18,946%
CPC
17
Consolidated Planning Corp
Georgia
$677K 14,140 -21,765 -61%
BCM
18
Brasada Capital Management
Texas
$613K 12,813 +193 +2%
SWA
19
Stratos Wealth Advisors
Ohio
$610K 12,731 -181 -1%
AWM
20
AE Wealth Management
Kansas
$548K 11,454 -10,471 -48%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$489K 10,214 +10,214 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$481K 10,038 +3,689 +58%
RJA
23
Raymond James & Associates
Florida
$458K 9,563 +777 +9%
AWS
24
Atria Wealth Solutions
New York
$456K 9,519 +442 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$452K 9,445 -7,593 -45%
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