We are live on ! Find out more
TECB icon

iShares US Tech Breakthrough Multisector ETF

92 hedge funds and large institutions have $320M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

15% more funds holding

Funds holding: 8092 (+12)

2% more capital invested

Capital invested by funds: $316M → $320M (+$4.73M)

1.16% less ownership

Funds ownership: 71.9%70.74% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$249M -$13.1M -223,947 -5%
Bank of America
2
Bank of America
North Carolina
$16M +$331K +5,668 +2%
NP
3
NorthRock Partners
Minnesota
$4.56M +$4.41M +75,490 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$266K +4,551 +9%
Citadel Advisors
5
Citadel Advisors
Florida
$2.85M +$1.75M +29,878 +172%
LPL Financial
6
LPL Financial
California
$2.8M +$11.2K +191 +0.4%
Two Sigma Investments
7
Two Sigma Investments
New York
$2.7M -$292K -5,000 -10%
Goldman Sachs
8
Goldman Sachs
New York
$2.67M +$1.99M +34,112 +339%
VNA
9
Valley National Advisers
Pennsylvania
$2.54M -$169K -2,898 -6%
ASN
10
Advisory Services Network
Georgia
$2.51M +$78.4K +1,342 +3%
Ameriprise
11
Ameriprise
Minnesota
$2.45M -$6.13M -104,861 -72%
SFPG
12
Stonebridge Financial Planning Group
Florida
$2.22M +$181K +3,089 +9%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$2.15M -$98.9K -1,692 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.74M +$176K +3,004 +12%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.55M -$523K -8,954 -26%
Raymond James Financial
16
Raymond James Financial
Florida
$1.5M +$71K +1,214 +5%
SPC
17
Sigma Planning Corp
Michigan
$1.34M -$81.4K -1,393 -6%
AA
18
Ancora Advisors
Ohio
$1.34M +$54.9K +939 +4%
AWM
19
Austin Wealth Management
Texas
$1.16M -$52K -890 -5%
PAG
20
Private Advisor Group
New Jersey
$958K +$170K +2,909 +22%
Mariner
21
Mariner
Kansas
$939K +$25.8K +442 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$844K +$175K +2,997 +27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$806K -$36.9K -631 -5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$767K -$6.9K -118 -0.9%
SWA
25
Stratos Wealth Advisors
Ohio
$744K -$4.09K -70 -0.6%

TECB Hedge Fund Activity: Q3 2025 in Review

92 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q3 2025, worth a combined $320M — up 1.5% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TECB positions and 5 closed out — a net gain of 12 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $4.41M. The largest seller was Financial Engines Advisors, cutting an estimated $13.1M.

  • 92 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $320M of iShares US Tech Breakthrough Multisector ETF stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 17 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q3 2025 was NorthRock Partners, an estimated $4.41M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q3 2025 was Financial Engines Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2025.