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iShares US Tech Breakthrough Multisector ETF
TECB

Overview Fund Activity

73 hedge funds and large institutions have $306M invested in iShares US Tech Breakthrough Multisector ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.38M
2
TF
2
Trek Financial
Arizona
$4.02M
3
ASN
3
Advisory Services Network
Georgia
$1.08M
4
VNA
4
Valley National Advisers
Pennsylvania
$2.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.74M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$238M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$17.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$66.6K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$238M 4,480,387 -228,089 -5%
Bank of America
2
Bank of America
North Carolina
$17.5M 329,889 -14,154 -4%
Ameriprise
3
Ameriprise
Minnesota
$7.3M 137,286 +12,490 +10%
LPL Financial
4
LPL Financial
California
$5.35M 100,515 -186 -0.2%
TF
5
Trek Financial
Arizona
$4.02M 75,663 +20,409 +37%
VNA
6
Valley National Advisers
Pennsylvania
$2.87M 53,993 +19,775 +58%
SSWM
7
Sheets Smith Wealth Management
North Carolina
$2.54M 47,731 -1,683 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.86M 34,967 +342 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.77M 33,371 +8,314 +33%
Citadel Advisors
10
Citadel Advisors
Florida
$1.74M 32,785 +14,305 +77%
SFPG
11
Stonebridge Financial Planning Group
Florida
$1.65M 30,986 +8,275 +36%
PAG
12
Private Advisor Group
New Jersey
$1.43M 26,915 +1,904 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.38M 25,912 +25,912 New
SPC
14
Sigma Planning Corp
Michigan
$1.14M 21,525 +717 +3%
AWM
15
Austin Wealth Management
Texas
$1.12M 20,752 – –
AA
16
Ancora Advisors
Ohio
$1.1M 20,722 +267 +1%
ASN
17
Advisory Services Network
Georgia
$1.08M 20,325 +20,325 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.07M 20,046 -4,258 -18%
AssetMark Inc
19
AssetMark Inc
California
$893K 16,792 +1,254 +8%
AWM
20
AE Wealth Management
Kansas
$772K 14,505 -204 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$713K 13,410 +225 +2%
BCM
22
Brasada Capital Management
Texas
$636K 12,188 +363 +3%
SWA
23
Stratos Wealth Advisors
Ohio
$631K 11,861 -22 -0.2%
PCIA
24
Prime Capital Investment Advisors
Kansas
$557K 10,477 -370 -3%
TPW
25
Transatlantique Private Wealth
New York
$554K 10,416 +2,881 +38%
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