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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
251
Baker Avenue Asset Management
California
$4.43M +$555K +3,481 +14%
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$4.41M +$518K +3,249 +13%
CCB
253
Country Club Bank
Missouri
$4.41M – – –
FWCM
254
Ferguson Wellman Capital Management
Oregon
$4.4M +$21.7K +136 +0.5%
FMP
255
Financial Management Professionals
Texas
$4.37M +$8.46K +53 +0.2%
RG
256
Rathbones Group
United Kingdom
$4.29M -$179K -1,120 -4%
TWP
257
Triad Wealth Partners
Kansas
$4.28M +$2.26M +14,158 +112%
WP
258
WealthShield Partners
North Carolina
$4.27M -$115K -722 -3%
GCA
259
Gallagher Capital Advisors
Texas
$4.27M +$4.27M +26,737 New
SI
260
Stephens Inc
Arkansas
$4.25M +$125K +782 +3%
PA
261
Parallel Advisors
California
$4.16M +$29.5K +185 +0.7%
MWM
262
Meridian Wealth Management
Kentucky
$4.15M +$1.63M +10,218 +65%
AR
263
Apeiron RIA
Texas
$4.11M +$685K +4,292 +20%
1832 Asset Management
264
1832 Asset Management
Ontario, Canada
$4.1M -$190M -1,192,608 -98%
WA
265
WBH Advisory
Maryland
$4.08M -$72.7K -456 -2%
HI
266
Harbour Investments
Wisconsin
$4.02M +$236K +1,478 +6%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$4M -$45.3K -284 -1%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$4M -$50.7K -318 -1%
TC
269
TownSquare Capital
Utah
$3.99M -$9.01M -56,485 -69%
FFWA
270
Forthright Family Wealth Advisory
Texas
$3.99M -$401K -2,514 -9%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$3.97M -$586K -3,671 -13%
MFA
272
Mayflower Financial Advisors
Massachusetts
$3.96M +$30.3K +190 +0.8%
GT
273
Glenview Trust
Kentucky
$3.93M +$1.67M +10,456 +74%
WAM
274
Weinberger Asset Management
California
$3.89M +$1.76K +11 +0%
EL
275
EQ LLC
Washington
$3.87M +$501K +3,140 +15%
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