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iShares US Technology ETF
IYW

Overview Fund Activity

629 hedge funds and large institutions have $2.65B invested in iShares US Technology ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 253 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-58
Holders Change %
-8.44%
% of All Funds
10.64%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.2%
New
47
Increased
149
Reduced
253
Closed
96
Calls
$8.69M
Puts
$3K
Net Calls
+$8.69M
Net Calls Change
-$13.3M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$72.6M
2
Morgan Stanley
Morgan Stanley
New York
$385M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.2M
5
LPL Financial
LPL Financial
California
$127M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$845K
2
Prudential Financial
Prudential Financial
New Jersey
$38.7M
3
SFI
SPC Financial Inc
Maryland
$701K
4
SW
SteelPeak Wealth
California
$207K
5
Ameriprise
Ameriprise
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$1.01M -$63.1K -790 -6%
PWP
227
Principle Wealth Partners
Connecticut
$1.01M – – –
MCM
228
MAI Capital Management
Ohio
$995K +$36.3K +454 +4%
OMC
229
Old Mission Capital
Illinois
$985K +$985K +12,326 New
PP
230
Patten & Patten
Tennessee
$984K -$20K -250 -2%
HTC
231
Haverford Trust Company
Pennsylvania
$981K +$96K +1,200 +11%
KJWM
232
Kiley Juergens Wealth Management
Washington
$970K +$970K +12,144 New
FNT
233
First National Trust
Pennsylvania
$969K – – –
IWA
234
IBEX Wealth Advisors
New Jersey
$961K -$34.5K -432 -3%
CS
235
Credit Suisse
Switzerland
$960K +$960K +12,017 New
BFA
236
Bragg Financial Advisors
North Carolina
$956K – – –
SCG
237
Sonata Capital Group
Washington
$956K – – –
PCM
238
Poehling Capital Management
Wisconsin
$939K -$36.4K -455 -4%
JIC
239
Joel Isaacson & Co
New York
$932K – – –
NA
240
Navellier & Associates
Nevada
$929K -$11.7K -146 -1%
FP
241
Financial Perspectives
Minnesota
$929K +$80 +1 +0%
RIA
242
Regal Investment Advisors
Michigan
$926K -$15K -188 -2%
HWA
243
HCR Wealth Advisors
California
$919K -$93.1K -1,164 -9%
EFS
244
Essex Financial Services
Connecticut
$915K – – –
WA
245
Wealthstar Advisors
Texas
$897K +$320 +4 +0%
MWM
246
Maltin Wealth Management
New Jersey
$894K -$1.36K -17 -0.2%
SWM
247
Spire Wealth Management
Virginia
$888K -$780K -9,765 -47%
AFWM
248
AMJ Financial Wealth Management
Virginia
$878K -$105K -1,310 -11%
MM
249
Meridian Management
Arkansas
$878K – – –
GT
250
Glenview Trust
Kentucky
$878K – – –
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10
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