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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 %
GJWM
276
Gilliland Jeter Wealth Management
Arkansas
$3.84M -$42.4K -266 -1%
MIA
277
MMBG Investment Advisors
Florida
$3.84M -$3.96M -24,830 -51%
DIP
278
DT Investment Partners
Pennsylvania
$3.81M – – –
Jane Street
279
Jane Street
New York
$3.69M +$3.09M +19,355 +510%
SWP
280
ShoreHaven Wealth Partners
New Jersey
$3.67M -$78K -489 -2%
DZ Bank
281
DZ Bank
Germany
$3.66M +$3.45M +21,638 +1,664%
SAM
282
Secure Asset Management
Michigan
$3.65M -$193K -1,207 -5%
SS
283
Sunbelt Securities
Texas
$3.62M -$341K -2,115 -9%
SFS
284
Sowell Financial Services
Arkansas
$3.6M +$596K +3,738 +20%
LWM
285
Laidlaw Wealth Management
New York
$3.57M – – –
IAIM
286
International Assets Investment Management
Florida
$3.57M -$505M -3,167,763 -99%
DQRIM
287
Dale Q Rice Investment Management
Washington
$3.57M +$3.57M +22,380 New
GRP
288
Global Retirement Partners
California
$3.56M +$818K +5,126 +30%
IAA
289
Independent Advisor Alliance
North Carolina
$3.55M +$3.55M +22,249 New
WWM
290
Western Wealth Management
Colorado
$3.51M -$687K -4,306 -16%
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$3.5M -$125K -782 -3%
AIM
292
Acropolis Investment Management
Missouri
$3.42M -$22.5K -141 -0.7%
TWM
293
Tradition Wealth Management
Minnesota
$3.41M -$126K -790 -4%
SWA
294
Stratos Wealth Advisors
Ohio
$3.38M +$177K +1,107 +6%
KeyBank National Association
295
KeyBank National Association
Ohio
$3.38M -$47.4K -297 -1%
QPWM
296
Quadrant Private Wealth Management
Pennsylvania
$3.36M +$548K +3,433 +19%
VA
297
Valmark Advisers
Ohio
$3.34M +$759K +4,757 +29%
SWM
298
SigFig Wealth Management
California
$3.34M -$60.4K -375 -2%
SAM
299
Smartleaf Asset Management
Massachusetts
$3.31M +$666K +4,136 +25%
IC
300
IEQ Capital
California
$3.3M – – –
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