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iShares US Tech Breakthrough Multisector ETF

79 hedge funds and large institutions have $314M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$250M +$1.89M +33,025 +0.8%
Bank of America
2
Bank of America
North Carolina
$14.9M -$450K -7,846 -3%
Ameriprise
3
Ameriprise
Minnesota
$8.34M -$350K -6,110 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.95M -$637K -11,108 -18%
Two Sigma Investments
5
Two Sigma Investments
New York
$2.85M +$551K +9,600 +24%
LPL Financial
6
LPL Financial
California
$2.65M +$605K +10,539 +29%
VNA
7
Valley National Advisers
Pennsylvania
$2.58M -$253K -4,418 -9%
ASN
8
Advisory Services Network
Georgia
$2.33M +$612K +10,593 +36%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$2.14M -$209K -3,637 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.99M +$1.53M +26,732 +338%
SFPG
11
Stonebridge Financial Planning Group
Florida
$1.93M -$94.4K -1,646 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$1.35M +$64.8K +1,129 +5%
SPC
13
Sigma Planning Corp
Michigan
$1.35M +$52.9K +922 +4%
AA
14
Ancora Advisors
Ohio
$1.21M +$172 +3 +0%
AWM
15
Austin Wealth Management
Texas
$1.14M +$405 +7 +0%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.02M -$205K -3,574 -17%
Citadel Advisors
17
Citadel Advisors
Florida
$994K +$29.7K +518 +3%
Mariner
18
Mariner
Kansas
$867K +$174K +3,031 +25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$802K +$112K +1,954 +16%
PAG
20
Private Advisor Group
New Jersey
$744K +$68.7K +1,197 +10%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$736K +$391K +6,818 +113%
SWA
22
Stratos Wealth Advisors
Ohio
$711K +$12.2K +213 +2%
BCM
23
Brasada Capital Management
Texas
$677K -$6.08K -105 -0.9%
TPW
24
Transatlantique Private Wealth
New York
$655K +$61K +1,063 +10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$630K +$172 +3 +0%