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iShares US Tech Breakthrough Multisector ETF

80 hedge funds and large institutions have $316M 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, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $269M → $316M (+$46.7M)

8% more funds holding

Funds holding: 7480 (+6)

1.87% more ownership

Funds ownership: 70.03%71.9% (+1.9%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$250M +$1.71M +33,025 +0.8%
Bank of America
2
Bank of America
North Carolina
$14.9M -$406K -7,846 -3%
Ameriprise
3
Ameriprise
Minnesota
$8.34M -$316K -6,110 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.95M -$575K -11,108 -18%
Two Sigma Investments
5
Two Sigma Investments
New York
$2.85M +$497K +9,600 +24%
LPL Financial
6
LPL Financial
California
$2.65M +$546K +10,539 +29%
VNA
7
Valley National Advisers
Pennsylvania
$2.58M -$229K -4,418 -9%
ASN
8
Advisory Services Network
Georgia
$2.33M +$549K +10,593 +36%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$2.14M -$188K -3,637 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.99M +$1.38M +26,732 +338%
SFPG
11
Stonebridge Financial Planning Group
Florida
$1.93M -$85.2K -1,646 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.49M -$437K -8,444 -25%
Raymond James Financial
13
Raymond James Financial
Florida
$1.35M +$58.5K +1,129 +5%
SPC
14
Sigma Planning Corp
Michigan
$1.35M +$47.7K +922 +4%
AA
15
Ancora Advisors
Ohio
$1.21M +$155 +3 +0%
AWM
16
Austin Wealth Management
Texas
$1.14M +$363 +7 +0%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.02M -$185K -3,574 -17%
Citadel Advisors
18
Citadel Advisors
Florida
$994K +$26.8K +518 +3%
Mariner
19
Mariner
Kansas
$867K +$157K +3,031 +25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$802K +$101K +1,954 +16%
PAG
21
Private Advisor Group
New Jersey
$744K +$62K +1,197 +10%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$736K +$353K +6,818 +113%
SWA
23
Stratos Wealth Advisors
Ohio
$711K +$11K +213 +2%
BCM
24
Brasada Capital Management
Texas
$677K -$5.44K -105 -0.9%
TPW
25
Transatlantique Private Wealth
New York
$655K +$55.1K +1,063 +10%

TECB Hedge Fund Activity: Q2 2025 in Review

80 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q2 2025, worth a combined $316M — up 17% from $269M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TECB positions and 9 closed out — a net gain of 6 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.71M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $2.12M.

  • 80 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $316M of iShares US Tech Breakthrough Multisector ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 15 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q2 2025 and 9 closed out, a net change of +6 holders.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q2 2025 was Financial Engines Advisors, an estimated $1.71M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.