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iShares US Technology ETF
IYW

Overview Fund Activity

826 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 289 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+69
Holders Change %
+9.11%
% of All Funds
13.03%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.62%
New
108
Increased
289
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.69M
Net Calls Change
+$921K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$43.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$257M
3
Bank of America
Bank of America
North Carolina
$511M
4
Ameriprise
Ameriprise
Minnesota
$108M
5
DZ Bank
DZ Bank
Germany
$21.6M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$203M
3
EE
EWG Elevate
California
$0
4
MOS
MGO One Seven
Ohio
$2.81M
5
LPL Financial
LPL Financial
California
$434M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
251
Pallas Capital Advisors
Massachusetts
$2.27M +$2.27M +20,194 New
SI
252
Stephens Inc
Arkansas
$2.26M -$209K -1,924 -8%
PCTC
253
Perkins Coie Trust Company
Washington
$2.21M +$1.96M +18,005 +776%
ACGDR
254
Atmos Capital Gestao de Recursos
Brazil
$2.19M – – –
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$2.18M -$35.6K -327 -2%
CSIC
256
Clifford Swan Investment Counsel
California
$2.18M – – –
Cerity Partners
257
Cerity Partners
New York
$2.17M +$143K +1,311 +7%
P
258
Pariax
California
$2.16M -$1.01M -9,277 -32%
KeyBank National Association
259
KeyBank National Association
Ohio
$2.15M -$40.8K -375 -2%
WWP
260
WR Wealth Planners
Missouri
$2.13M -$14.9K -137 -0.7%
PWMG
261
Provence Wealth Management Group
California
$2.11M +$80.2K +737 +4%
PCM
262
Parsons Capital Management
Rhode Island
$2.1M – – –
CWM
263
Centurion Wealth Management
Virginia
$2.09M +$3.38K +31 +0.2%
GRP
264
Global Retirement Partners
California
$2.08M -$53.8K -494 -3%
PA
265
Pinnacle Associates
New York
$2.07M – – –
HTC
266
Haverford Trust Company
Pennsylvania
$2.07M – – –
PTC
267
Private Trust Company
Ohio
$2.06M +$1.28M +11,770 +165%
FUBT
268
First United Bank & Trust
Maryland
$2.05M -$21.8K -200 -1%
KWS
269
Keystone Wealth Services
California
$2.04M +$430K +3,945 +27%
NPP
270
New Potomac Partners
Maryland
$2.04M -$840K -7,713 -29%
AssetMark Inc
271
AssetMark Inc
California
$2.01M +$826K +7,585 +70%
MGIA
272
Matthew Goff Investment Advisor
Texas
$1.99M – – –
WANY
273
Wealthspire Advisors (New York)
New York
$1.98M -$35.5K -326 -2%
AC
274
Allstate Corporation
Illinois
$1.97M +$1.97M +18,137 New
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$1.95M -$36.2K -333 -2%
9 10
11
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