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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
Envestnet Asset Management
Illinois
$807M
2
AWA
Arete Wealth Advisors
Illinois
$277M
3
BlackRock
BlackRock
New York
$134M
4
LPL Financial
LPL Financial
California
$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.51M
2
PS
Portfolio Strategies
New York
$0
3
CI
CX Institutional
Indiana
$0
4
Citadel Advisors
Citadel Advisors
Florida
$96.8K
5
Two Sigma Advisers
Two Sigma Advisers
New York
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
276
Leeward Financial Partners
Washington
$1.14M -$180K -2,410 -14%
RCA
277
Riverview Capital Advisers
Massachusetts
$1.13M – – –
VAS
278
Vestmark Advisory Solutions
Massachusetts
$1.1M +$335K +4,501 +44%
JIC
279
Joel Isaacson & Co
New York
$1.09M +$222K +2,975 +26%
TNAM
280
Terra Nova Asset Management
New York
$1.09M -$49K -658 -4%
RJT
281
Raymond James Trust
Florida
$1.07M -$44.2K -593 -4%
AG
282
Ascent Group
Virginia
$1.07M +$254K +3,413 +31%
Legacy Financial Group (Iowa)
283
Legacy Financial Group (Iowa)
Iowa
$1.07M +$1.07M +14,310 New
RSWM
284
Robertson Stephens Wealth Management
California
$1.06M +$1.06M +14,178 New
MWM
285
Maripau Wealth Management
Indiana
$1.06M +$16.8K +217 +2%
FPCP
286
Fort Point Capital Partners
California
$1.04M -$44.2K -594 -4%
BAM
287
Belpointe Asset Management
Nevada
$1.01M -$1.31M -17,550 -56%
CS
288
Credit Suisse
Switzerland
$1M +$28.3K +380 +3%
TWP
289
Tempus Wealth Planning
California
$994K +$30.5K +409 +3%
FWIA
290
Fort Washington Investment Advisors
Ohio
$986K – – –
KWS
291
Keystone Wealth Services
California
$973K +$973K +13,061 New
CC
292
Copperleaf Capital
North Carolina
$970K +$970K +13,025 New
WWM
293
Westwood Wealth Management
California
$969K +$4.84K +65 +0.5%
MHWM
294
Montz Harcus Wealth Management
Louisiana
$968K +$1.86K +25 +0.2%
KNW
295
Kesler Norman & Wride
Utah
$964K -$2.3M -30,863 -70%
SPAS
296
Spectrum Planning & Advisory Services
California
$964K +$964K +12,941 New
Comerica Bank
297
Comerica Bank
Texas
$963K -$224K -2,850 -19%
CWA
298
Canvas Wealth Advisors
Kansas
$959K +$4.82K +62 +0.5%
TFA
299
Transamerica Financial Advisors
Florida
$957K -$24.2K -325 -2%
SS
300
Sunbelt Securities
Texas
$955K +$38.2K +513 +4%
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