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iShares US Technology ETF
IYW

Overview Fund Activity

561 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+61
Holders Change %
+12.2%
% of All Funds
9.95%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
93
Increased
130
Reduced
195
Closed
26
Calls
$6.34M
Puts
$3.05M
Net Calls
+$3.29M
Net Calls Change
+$2.51M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.46M
2
FI
FormulaFolio Investments
Michigan
+$7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.35M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.44M
5
LWM
Laidlaw Wealth Management
New York
+$3.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$68.9M
2
Goldman Sachs
Goldman Sachs
New York
-$62.2M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$39.5M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
PAG
Pinnacle Advisory Group
Maryland
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
226
RWA Wealth Partners
Massachusetts
$952K -$623K -7,322 -40%
DY
227
Dowling & Yahnke
California
$948K +$6.13K +72 +0.7%
PIMG
228
Patriot Investment Management Group
Tennessee
$945K – – –
TVAMP
229
Tennessee Valley Asset Management Partners
Tennessee
$944K +$471K +5,532 +99%
HTC
230
Haverford Trust Company
Pennsylvania
$943K – – –
5L
231
55I LLC
Massachusetts
$942K -$2.73M -32,119 -74%
FP
232
Financial Perspectives
Minnesota
$939K +$3.74K +44 +0.4%
MM
233
Meridian Management
Arkansas
$934K – – –
F
234
F3Logic
Minnesota
$931K -$68.9K -808 -7%
CFGS
235
Concourse Financial Group Securities
Alabama
$931K +$5.28K +62 +0.6%
RH
236
RFG Holdings
Texas
$927K +$927K +10,901 New
COCM
237
Charter Oak Capital Management
New Hampshire
$919K +$919K +10,802 New
MCM
238
Mainstay Capital Management
Michigan
$912K – – –
GT
239
Glenmede Trust
Pennsylvania
$909K +$19.4K +228 +2%
GFPC
240
Global Financial Private Client
Florida
$895K – – –
GCA
241
Genesee Capital Advisors
New York
$895K -$438K -5,153 -33%
AIFAIM
242
American Institute for Advanced Investment Management
Arizona
$883K – – –
CS
243
Comerica Securities
Michigan
$879K +$10.4K +122 +1%
HIA
244
Harbor Investment Advisory
Maryland
$876K -$85K -1,000 -9%
UCMOK
245
United Capital Management of KS
Kansas
$868K -$148K -1,734 -15%
EFS
246
Essex Financial Services
Connecticut
$862K +$590K +6,936 +217%
CCA
247
Conservest Capital Advisors
Pennsylvania
$858K -$74.8K -880 -8%
CI
248
CX Institutional
Indiana
$855K +$855K +10,050 New
CBA
249
Coastal Bridge Advisors
Connecticut
$841K – – –
BIC
250
Beach Investment Counsel
Pennsylvania
$834K – – –
8 9
10
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