
iShares U.S. Tech Breakthrough Multisector is an exchange-traded fund on ARCA. As of Q3 2025, 90 institutional investors hold shares in this ETF, with total holdings valued at $320.1M. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $249.3M.
Overview of institutional ownership in TECB as of Q3 2025
Institutions with the largest positions in TECB as of Q3 2025
| Institution | Position Value |
|---|---|
F Financial Engines Advisors L.L.C. Institution | $249.3M 0.48% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $16.0M 0.00% of portfolio |
NorthRock Partners, LLC RIA/Wealth | $4.6M 0.09% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $3.4M 0.00% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.8M 0.00% of portfolio |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $2.7M 0.00% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $2.7M 0.00% of portfolio |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | $2.5M 0.41% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $2.5M 0.04% of portfolio |
Institutional buying and selling activity for TECB in Q3 2025
| Institution | Net Bought |
|---|---|
NorthRock Partners, LLC RIA/Wealth | +$4.6M +75.5K shares |
GOLDMAN SACHS GROUP INC Institution | +$2.1M +34.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.8M +29.9K shares |
C Camden Capital, LLC RIA/Wealth | +$516.2K +8.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$342.1K +5.7K shares |
O Optiver Holding B.V. Institution | +$305.8K +5.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$274.7K +4.6K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$213.6K +3.5K shares |
Creative Planning RIA/Wealth | +$213.2K +3.5K shares |
Baird Financial Group, Inc. Private Equity | +$202.6K +3.4K shares |
| Institution | Net Sold |
|---|---|
F Financial Engines Advisors L.L.C. Institution | −$13.5M −223.9K shares |
AMERIPRISE FINANCIAL INC Institution | −$6.3M −104.9K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.0M −17.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$540.5K −9.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$515.5K −9.0K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$301.8K −5.0K shares |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | −$174.9K −2.9K shares |
Prime Capital Investment Advisors, LLC RIA/Wealth | −$110.9K −1.8K shares |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | −$102.1K −1.7K shares |
Sigma Planning Corp RIA/Wealth | −$84.1K −1.4K shares |
Institutions that initiated new positions or completely exited TECB in Q3 2025
| Institution | Position Value |
|---|---|
NorthRock Partners, LLC RIA/Wealth | $4.6M 75.5K shares |
C Camden Capital, LLC RIA/Wealth | $516.2K 8.6K shares |
O Optiver Holding B.V. Institution | $305.8K 5.1K shares |
Baird Financial Group, Inc. Private Equity | $202.6K 3.4K shares |
Wealth Watch Advisors, INC RIA/Wealth | $23.1K 382.0 shares |
B Bank of Jackson Hole Trust Institution | $10.4K 173.0 shares |
Sontag Advisory, LLC RIA/Wealth | $9.8K 162.0 shares |
REAP Financial Group, LLC RIA/Wealth | $6.8K 112.0 shares |
PFS Partners, LLC RIA/Wealth | $4.0K 65.0 shares |
AlphaCore Capital LLC Real Assets | $3.9K 64.0 shares |
| Institution | Previous Position |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.0M 17.8K shares |
O OLD MISSION CAPITAL LLC Institution | $515.5K 9.0K shares |
Bellwether Advisors, LLC RIA/Wealth | $76.7K 1.3K shares |
$29.2K 509.0 shares | |
WELLS FARGO & COMPANY/MN Institution | $3.2K 56.0 shares |
Institutions with the largest Call and Put options positions in TECB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with TECB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
0.83% $2.2M | |
F Financial Engines Advisors L.L.C. Institution | 0.48% $249.3M |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | 0.41% $2.5M |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | 0.24% $2.2M |
TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth | 0.23% $688.9K |
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.20% $491.3K |
A Austin Wealth Management, LLC RIA/Wealth | 0.18% $1.2M |
EHRLICH FINANCIAL GROUP RIA/Wealth | 0.13% $207.2K |
BRASADA CAPITAL MANAGEMENT, LP Real Assets | 0.12% $706.9K |
NorthRock Partners, LLC RIA/Wealth | 0.09% $4.6M |
Discover hedge funds investing in TECB


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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