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iShares US Tech Breakthrough Multisector ETF

67 hedge funds and large institutions have $304M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$248M 4,919,028 -325,131 -6%
Bank of America
2
Bank of America
North Carolina
$17.5M 346,728 -34,412 -9%
Ameriprise
3
Ameriprise
Minnesota
$5.39M 106,880 +47,689 +81%
LPL Financial
4
LPL Financial
California
$4.34M 86,129 -16,009 -16%
SPC
5
Sigma Planning Corp
Michigan
$2.57M 51,004 +5,927 +13%
TF
6
Trek Financial
Arizona
$2.55M 50,676 +25,281 +100%
SSWM
7
Sheets Smith Wealth Management
North Carolina
$2.51M 49,797 -967 -2%
VNA
8
Valley National Advisers
Pennsylvania
$1.83M 36,206 +36,170 +100,472%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.57M 31,079 +7,139 +30%
PAG
10
Private Advisor Group
New Jersey
$1.5M 29,743 -4,609 -13%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.32M 26,240 +16,202 +161%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.16M 22,935 -9,506 -29%
AWM
13
Austin Wealth Management
Texas
$1.07M 20,895 -665 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.04M 20,577 +19,340 +1,563%
AA
15
Ancora Advisors
Ohio
$1.03M 20,425 +1,692 +9%
PCIA
16
Prime Capital Investment Advisors
Kansas
$765K 15,170 -18,915 -55%
AWM
17
AE Wealth Management
Kansas
$658K 13,052 +1,598 +14%
Jane Street
18
Jane Street
New York
$655K 12,985 +12,985 New
BCM
19
Brasada Capital Management
Texas
$637K 12,469 -344 -3%
SWA
20
Stratos Wealth Advisors
Ohio
$605K 11,999 -732 -6%
SFPG
21
Stonebridge Financial Planning Group
Florida
$543K 10,780 +6,450 +149%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$517K 10,259 +45 +0.4%
RJA
23
Raymond James & Associates
Florida
$478K 9,480 -83 -0.9%
AWS
24
Atria Wealth Solutions
New York
$464K 9,209 -310 -3%
RFC
25
Regions Financial Corp
Alabama
$441K 8,754 +2,533 +41%