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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 %
WI
276
Wintrust Investments
Illinois
$692K +$692K +7,891 New
TPWA
277
TRUE Private Wealth Advisors
Oregon
$688K – – –
AIC
278
Ameritas Investment Company
Nebraska
$684K -$1.29M -14,669 -65%
CAM
279
Cresset Asset Management
Illinois
$682K +$682K +7,774 New
BOS
280
Bingham Osborn & Scarborough
California
$680K -$40.4K -460 -6%
DC
281
Davenport & Co
Virginia
$677K -$130K -1,481 -16%
KA
282
Kovack Advisors
Florida
$670K -$5.61K -64 -0.8%
AF
283
Affiance Financial
Minnesota
$665K – – –
NP
284
NorthRock Partners
Minnesota
$656K – – –
EH
285
Equitable Holdings
New York
$653K -$75.4K -860 -10%
QCM
286
Quest Capital Management
Texas
$645K +$17.4K +198 +3%
RWA
287
Ropes Wealth Advisors
Massachusetts
$639K – – –
AWC
288
Abundance Wealth Counselors
Pennsylvania
$629K -$520K -5,930 -45%
RSWM
289
Robertson Stephens Wealth Management
California
$625K +$625K +7,127 New
MCM
290
MAI Capital Management
Ohio
$624K +$266K +3,037 +74%
SIG
291
Sargent Investment Group
Maryland
$609K +$246K +2,800 +68%
GP
292
Girard Partners
Pennsylvania
$599K – – –
PIN
293
Prudent Investors Network
California
$593K +$102K +1,168 +21%
PP
294
Palladium Partners
Virginia
$588K – – –
VCM
295
Vivaldi Capital Management
Illinois
$566K -$70K -780 -11%
VFA
296
Voya Financial Advisors
Connecticut
$563K -$32.5K -378 -5%
SCM
297
Schnieders Capital Management
California
$560K – – –
VCM
298
Verger Capital Management
North Carolina
$560K +$613 +7 +0.1%
SWM
299
SeaCrest Wealth Management
New York
$555K +$172K +1,961 +45%
Bank Julius Baer & Co
300
Bank Julius Baer & Co
Switzerland
$541K +$22.8K +260 +4%
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