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iShares US Tech Breakthrough Multisector ETF

101 hedge funds and large institutions have $314M invested in iShares US Tech Breakthrough Multisector ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

10% more funds holding

Funds holding: 92101 (+9)

0.89% more ownership

Funds ownership: 70.74%71.63% (+0.89%)

2% less capital invested

Capital invested by funds: $320M → $314M (-$6.28M)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$240M -$12M -195,503 -5%
Bank of America
2
Bank of America
North Carolina
$19M +$2.9M +47,200 +18%
NP
3
NorthRock Partners
Minnesota
$5.79M +$1.21M +19,685 +26%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.53M +$126K +2,049 +4%
LPL Financial
5
LPL Financial
California
$3.32M +$500K +8,127 +17%
Two Sigma Investments
6
Two Sigma Investments
New York
$2.72M
ASN
7
Advisory Services Network
Georgia
$2.44M -$94.4K -1,535 -4%
Citadel Advisors
8
Citadel Advisors
Florida
$2.34M -$540K -8,784 -19%
GS
9
GTS Securities
New York
$2.3M +$2.01M +32,680 +632%
SFPG
10
Stonebridge Financial Planning Group
Florida
$2.26M +$25.2K +410 +1%
VNA
11
Valley National Advisers
Pennsylvania
$2.25M -$313K -5,086 -12%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$2.15M -$24.5K -399 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.77M +$1.35K +22 +0.1%
Raymond James Financial
14
Raymond James Financial
Florida
$1.53M +$19.9K +323 +1%
SPC
15
Sigma Planning Corp
Michigan
$1.35M -$61 -1 -0%
AA
16
Ancora Advisors
Ohio
$1.32M -$30.5K -496 -2%
Ameriprise
17
Ameriprise
Minnesota
$1.22M -$1.27M -20,668 -51%
AWM
18
Austin Wealth Management
Texas
$1.1M -$67.4K -1,097 -6%
PAG
19
Private Advisor Group
New Jersey
$946K -$20.7K -336 -2%
KAS
20
Kestra Advisory Services
Texas
$929K +$721K +11,724 +331%
Goldman Sachs
21
Goldman Sachs
New York
$897K -$1.81M -29,441 -67%
Mariner
22
Mariner
Kansas
$893K -$54.1K -880 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$889K +$77K +1,253 +9%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$876K +$103K +1,676 +13%
TPW
25
Transatlantique Private Wealth
New York
$807K +$114K +1,849 +16%

TECB Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q4 2025, worth a combined $314M — down 2% from $320M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TECB positions and 6 closed out — a net gain of 9 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $2.9M. The largest seller was Financial Engines Advisors, cutting an estimated $12M.

  • 101 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q4 2025, up from 92 in Q3 2025.
  • Funds reported $314M of iShares US Tech Breakthrough Multisector ETF stock for Q4 2025, down 2% quarter-over-quarter.
  • 15 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest iShares US Tech Breakthrough Multisector ETF buyer in Q4 2025 was Bank of America, an estimated $2.9M added.
  • The largest iShares US Tech Breakthrough Multisector ETF seller in Q4 2025 was Financial Engines Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2025.