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iShares US Technology ETF
IYW

Overview Fund Activity

563 hedge funds and large institutions have $3.17B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
184
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.3M
2
HCM
Howard Capital Management
Georgia
+$26.6M
3
PS
Portfolio Strategies
New York
+$10.7M
4
HNB
Huntington National Bank
Ohio
+$8.18M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.89M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$97M
2
SFI
SPC Financial Inc
Maryland
-$26.2M
3
Goldman Sachs
Goldman Sachs
New York
-$22.7M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$21.3M
5
CFG
CMC Financial Group
Georgia
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
Wealthstar Advisors
Texas
$1.15M +$1.15M +11,567 New
AF
227
Apexium Financial
Texas
$1.14M +$146K +1,472 +15%
CFGS
228
Concourse Financial Group Securities
Alabama
$1.14M -$10.9K -110 -1%
MA
229
Montag & Associates
Georgia
$1.13M -$19.9K -200 -2%
FP
230
Financial Perspectives
Minnesota
$1.12M -$97M -975,958 -99%
MAFM
231
Mid Atlantic Financial Management
Pennsylvania
$1.12M -$94.3K -949 -8%
BFO
232
Boston Family Office
Massachusetts
$1.11M – – –
GT
233
Glenview Trust
Kentucky
$1.11M – – –
RH
234
RFG Holdings
Texas
$1.11M +$75.7K +762 +7%
DY
235
Dowling & Yahnke
California
$1.11M -$5.47K -55 -0.5%
HTC
236
Haverford Trust Company
Pennsylvania
$1.1M – – –
PIMG
237
Patriot Investment Management Group
Tennessee
$1.09M – – –
MM
238
Meridian Management
Arkansas
$1.09M – – –
NFG
239
Next Financial Group
Texas
$1.09M +$43.8K +441 +4%
HPM
240
Hudson Portfolio Management
New York
$1.07M -$4.97K -50 -0.5%
ACP
241
Aviance Capital Partners
Florida
$1.07M -$15.6K -157 -1%
NF
242
Nikulski Financial
Iowa
$1.06M -$62.6K -616 -6%
RWP
243
RWA Wealth Partners
Massachusetts
$1.05M -$44.7K -450 -4%
GFPC
244
Global Financial Private Client
Florida
$1.05M – – –
CWM
245
Curi Wealth Management
North Carolina
$1.04M +$249K +2,506 +31%
GT
246
Glenmede Trust
Pennsylvania
$1.04M – – –
HIA
247
Harbor Investment Advisory
Maryland
$1.02M – – –
AIFAIM
248
American Institute for Advanced Investment Management
Arizona
$1.01M – – –
CBA
249
Coastal Bridge Advisors
Connecticut
$1.01M +$79.5K +800 +9%
AI
250
Atria Investments
North Carolina
$1.01M +$1.01M +10,182 New
8 9
10
11 12