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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 %
PIA
251
Perennial Investment Advisors
California
$1.37M +$507K +6,804 +59%
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.37M +$180K +2,411 +15%
CCA
253
Conservest Capital Advisors
Pennsylvania
$1.37M +$1.37M +18,360 New
CAGAS
254
Capital Advisory Group Advisory Services
Minnesota
$1.36M -$673K -9,032 -33%
MGIA
255
Matthew Goff Investment Advisor
Texas
$1.36M – – –
AWE
256
Avidian Wealth Enterprises
Texas
$1.33M +$1.01M +13,515 +308%
LPT
257
Legacy Private Trust
Wisconsin
$1.32M +$132K +1,778 +11%
AHC
258
Adell Harriman & Carpenter
Texas
$1.32M -$108K -1,450 -8%
SWM
259
Spire Wealth Management
Virginia
$1.31M +$1.05M +14,057 +405%
AIC
260
Ayalon Insurance Company
Israel
$1.3M -$62.9K -845 -5%
AWM
261
Avitas Wealth Management
California
$1.29M +$1.29M +17,312 New
MLA
262
My Legacy Advisors
Oregon
$1.27M +$1.27M +14,504 New
DT
263
Diversified Trust
Tennessee
$1.26M +$207K +2,785 +20%
SYBT
264
Stock Yards Bank & Trust
Kentucky
$1.25M +$17.9K +240 +1%
Cerity Partners
265
Cerity Partners
New York
$1.23M -$771K -6,202 -39%
WEG
266
World Equity Group
Illinois
$1.23M +$1.23M +16,478 New
GRP
267
Global Retirement Partners
California
$1.22M +$240K +3,221 +24%
DSC
268
Duncker Streett & Co
Missouri
$1.22M -$3.72K -50 -0.3%
SAM
269
Smithbridge Asset Management
Pennsylvania
$1.2M -$4.1K -55 -0.3%
CRWM
270
Castle Rock Wealth Management
California
$1.19M +$511K +6,183 +75%
WWP
271
WR Wealth Planners
Missouri
$1.19M +$584K +7,845 +97%
HWM
272
HB Wealth Management
Georgia
$1.19M +$227K +3,045 +24%
Brown Advisory
273
Brown Advisory
Maryland
$1.19M -$1.42K -19 -0.1%
REMPR
274
Roof Eidam Maycock Peralta (REMP)
California
$1.17M – – –
FFA
275
Farther Finance Advisors
California
$1.15M +$1.15M +15,398 New
9 10
11
12 13