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iShares US Technology ETF
IYW

Overview Fund Activity

582 hedge funds and large institutions have $2.4B invested in iShares US Technology ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 167 increasing their positions, 192 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-47
Holders Change %
-7.47%
% of All Funds
10.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
32
Increased
167
Reduced
192
Closed
72
Calls
$7.99M
Puts
$2.58M
Net Calls
+$5.41M
Net Calls Change
-$3.28M

Top Buyers

1
AF
Apexium Financial
Texas
$13.4M
2
SW
SteelPeak Wealth
California
$7.6M
3
CI
CX Institutional
Indiana
$8.95M
4
Bank of America
Bank of America
North Carolina
$280M
5
Citadel Advisors
Citadel Advisors
Florida
$8.13M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$12M
2
LPL Financial
LPL Financial
California
$103M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$68.7M
4
PAG
Private Advisor Group
New Jersey
$11.9M
5
5L
55I LLC
Massachusetts
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
251
Charter Oak Capital Management
New Hampshire
$815K -$336K -4,576 -29%
NCM
252
NCM Capital Management
New Jersey
$806K +$806K +10,984 New
WP
253
WealthSource Partners
California
$805K -$704K -9,595 -47%
MM
254
Meridian Management
Arkansas
$805K – – –
MWA
255
Meridian Wealth Advisors
Texas
$801K – – –
T
256
TRUADVICE
Florida
$798K +$798K +10,561 New
GFPC
257
Global Financial Private Client
Florida
$793K – – –
BFO
258
Boston Family Office
Massachusetts
$792K – – –
ACP
259
Aviance Capital Partners
Florida
$790K – – –
GWM
260
Geneos Wealth Management
Colorado
$789K -$228K -3,107 -22%
DY
261
Dowling & Yahnke
California
$782K – – –
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$774K -$2.1M -28,191 -73%
GT
263
Glenmede Trust
Pennsylvania
$766K -$35.2K -480 -4%
AWM
264
Apollon Wealth Management
South Carolina
$757K +$36K +491 +5%
PIMG
265
Patriot Investment Management Group
Tennessee
$756K – – –
VAS
266
Vestmark Advisory Solutions
Massachusetts
$752K +$134K +1,821 +22%
JWCA
267
J.W. Cole Advisors
Florida
$748K +$18.1K +246 +2%
LSPW
268
Lake Street Private Wealth
Illinois
$743K -$12.1K -165 -2%
SAM
269
Strategy Asset Managers
California
$739K +$207K +2,825 +39%
VA
270
Valmark Advisers
Ohio
$738K -$2.2K -30 -0.3%
PNC
271
Park National Corp
Ohio
$731K – – –
BIC
272
Beach Investment Counsel
Pennsylvania
$719K – – –
TRCT
273
Tower Research Capital (TRC)
New York
$715K -$3.41M -46,424 -83%
RWP
274
RWA Wealth Partners
Massachusetts
$711K -$7.34K -100 -1%
FANJ
275
Financial Architects (New Jersey)
New Jersey
$709K +$709K +9,659 New
9 10
11
12 13