We are live on ! Find out more
TECB icon

iShares US Tech Breakthrough Multisector ETF

74 hedge funds and large institutions have $269M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 7474 (0)

0.19% less ownership

Funds ownership: 70.22%70.03% (-0.19%)

12% less capital invested

Capital invested by funds: $306M → $269M (-$37.4M)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$211M -$8.44M -158,533 -4%
Bank of America
2
Bank of America
North Carolina
$13.1M -$3.32M -62,315 -19%
Ameriprise
3
Ameriprise
Minnesota
$7.41M +$762K +14,314 +10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$1.55M +29,107 +87%
PCIA
5
Prime Capital Investment Advisors
Kansas
$2.48M +$2.14M +40,167 +383%
VNA
6
Valley National Advisers
Pennsylvania
$2.42M -$243K -4,562 -8%
SSWM
7
Sheets Smith Wealth Management
North Carolina
$2M -$359K -6,735 -14%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.96M +$2.14M +40,100 New
LPL Financial
9
LPL Financial
California
$1.75M -$3.45M -64,788 -64%
SFPG
10
Stonebridge Financial Planning Group
Florida
$1.73M +$231K +4,329 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.68M +$1.12M +21,017 +157%
ASN
12
Advisory Services Network
Georgia
$1.45M +$497K +9,325 +46%
SPC
13
Sigma Planning Corp
Michigan
$1.11M +$57.4K +1,077 +5%
Raymond James Financial
14
Raymond James Financial
Florida
$1.1M -$183K -3,442 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.04M +$70.9K +1,331 +7%
AA
16
Ancora Advisors
Ohio
$1.04M +$24.3K +457 +2%
Goldman Sachs
17
Goldman Sachs
New York
$975K +$1.06M +19,947 New
AWM
18
Austin Wealth Management
Texas
$972K -$52.7K -990 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$822K -$851K -15,975 -49%
Jane Street
20
Jane Street
New York
$606K +$661K +12,400 New
SWA
21
Stratos Wealth Advisors
Ohio
$596K +$16.8K +316 +3%
Mariner
22
Mariner
Kansas
$591K +$218K +4,087 +51%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$589K +$491K +9,219 +328%
PAG
24
Private Advisor Group
New Jersey
$576K -$807K -15,145 -56%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$537K +$43.9K +824 +8%

TECB Hedge Fund Activity: Q1 2025 in Review

74 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q1 2025, worth a combined $269M — down 12% from $306M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TECB positions and 12 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $2.14M. The largest seller was Financial Engines Advisors, cutting an estimated $8.44M.

  • 74 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $269M of iShares US Tech Breakthrough Multisector ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 13 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $2.14M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $8.44M sold.

Based on aggregated 13F filings for Q1 2025.