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iShares US Technology ETF
IYW

Overview Fund Activity

700 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 223 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+118
Holders Change %
+20.27%
% of All Funds
11.29%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.34%
New
171
Increased
223
Reduced
172
Closed
37
Calls
$7.02M
Puts
$2.48M
Net Calls
+$4.54M
Net Calls Change
-$868K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$807M
2
AWA
2
Arete Wealth Advisors
Illinois
$277M
3
BlackRock
3
BlackRock
New York
$134M
4
LPL Financial
4
LPL Financial
California
$235M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.51M
2
PS
2
Portfolio Strategies
New York
$0
3
CI
3
CX Institutional
Indiana
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$96.8K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Provence Wealth Management Group
California
$1.51M +$1.51M +20,303 New
ACGDR
227
Atmos Capital Gestao de Recursos
Brazil
$1.5M – – –
MYIA
228
Mount Yale Investment Advisors
Colorado
$1.5M +$1.5M +20,116 New
TWM
229
Tradition Wealth Management
Minnesota
$1.5M +$1.32M +17,780 +767%
KeyBank National Association
230
KeyBank National Association
Ohio
$1.5M -$296K -3,973 -17%
MOS
231
MGO One Seven
Ohio
$1.5M +$33.5K +450 +2%
MW
232
Marcum Wealth
Ohio
$1.49M -$238K -3,199 -14%
CSIC
233
Clifford Swan Investment Counsel
California
$1.49M -$372 -5 -0%
MCM
234
MAI Capital Management
Ohio
$1.48M +$345K +4,627 +30%
PFS
235
Prospera Financial Services
Texas
$1.47M +$81.6K +1,096 +6%
TWC
236
TD Waterhouse Canada
Ontario, Canada
$1.47M -$546K -5,809 -27%
GT
237
Glenview Trust
Kentucky
$1.46M +$256K +3,439 +21%
FRA
238
FFG Retirement Advisors
Colorado
$1.44M +$1.44M +19,377 New
FWP
239
Firethorn Wealth Partners
Georgia
$1.44M +$1.44M +19,363 New
VWA
240
Visionary Wealth Advisors
Illinois
$1.44M +$74 +1 +0%
PCM
241
Parsons Capital Management
Rhode Island
$1.43M -$121K -1,625 -8%
PA
242
Pinnacle Associates
New York
$1.42M +$11.2K +150 +0.8%
FUBT
243
First United Bank & Trust
Maryland
$1.42M -$20.2K -271 -1%
WANY
244
Wealthspire Advisors (New York)
New York
$1.42M +$298K +4,000 +27%
HTC
245
Haverford Trust Company
Pennsylvania
$1.41M – – –
AF
246
Advisornet Financial
Minnesota
$1.41M +$944K +12,673 +204%
EL
247
EQ LLC
Washington
$1.41M +$1.41M +18,881 New
EGWAG
248
Elwood & Goetz Wealth Advisory Group
Georgia
$1.38M -$795K -10,671 -36%
BWM
249
Baystate Wealth Management
Massachusetts
$1.38M +$1.2M +16,061 +651%
CA
250
CoreCap Advisors
Michigan
$1.37M -$26.7K -358 -2%
8 9
10
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