IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

549 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-12
Holders Change %
-2.14%
% of All Funds
9.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
41
Increased
125
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K

Top Buyers

1
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
+$21.3M
2
CFG
CMC Financial Group
Georgia
+$21.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.2M
5
FP
Financial Perspectives
Minnesota
+$11.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
DZ Bank
DZ Bank
Germany
-$20.6M
3
Bank of America
Bank of America
North Carolina
-$15.6M
4
PAG
Pinnacle Advisory Group
Maryland
-$13.8M
5
UBS Group
UBS Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWAG
251
Integer Wealth Advisors Group
Georgia
$846K – – –
JWCA
252
J.W. Cole Advisors
Florida
$838K +$24.9K +284 +3%
FCH
253
Freestone Capital Holdings
Washington
$828K – – –
GFP
254
Gryphon Financial Partners
Ohio
$827K -$14.2K -162 -2%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$826K – – –
CBA
256
Coastal Bridge Advisors
Connecticut
$823K -$43.9K -500 -5%
Brown Advisory
257
Brown Advisory
Maryland
$822K +$245K +2,793 +42%
WP
258
WealthSource Partners
California
$810K +$54.7K +624 +7%
EP
259
Eudaimonia Partners
Tennessee
$806K +$13.1K +149 +2%
KM
260
Kalos Management
Georgia
$803K -$154K -1,722 -16%
CIA
261
Choate Investment Advisors
Massachusetts
$794K – – –
RC
262
RegentAtlantic Capital
New Jersey
$772K – – –
CTA
263
Chesley Taft & Associates
Illinois
$769K – – –
CW
264
CreativeOne Wealth
Kansas
$754K +$754K +8,593 New
DLCIG
265
D.L. Carlson Investment Group
New Hampshire
$752K -$21K -240 -3%
CF
266
Centaurus Financial
California
$742K +$161K +1,833 +28%
PWLP
267
Prio Wealth Limited Partnership
Massachusetts
$741K – – –
TW
268
Transform Wealth
Colorado
$737K -$1.36M -15,463 -65%
FAIM
269
Financial Advocates Investment Management
Washington
$736K +$620K +15,546 +537%
MCM
270
Magnolia Capital Management
New York
$722K – – –
VWA
271
V Wealth Advisors
Kansas
$715K +$152K +1,736 +27%
TW
272
TrinityPoint Wealth
Connecticut
$712K -$26.2K -299 -4%
P
273
Pitcairn
Pennsylvania
$702K – – –
CWM
274
Curi Wealth Management
North Carolina
$702K +$119K +1,354 +20%
CWP
275
Concord Wealth Partners
Virginia
$698K -$1.08M -12,332 -61%
9 10
11
12 13