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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 %
CFA
301
Carroll Financial Associates
North Carolina
$538K -$36.9K -421 -6%
GIA
302
Gladstone Institutional Advisory
Florida
$537K +$5.52K +63 +1%
SW
303
SVB Wealth
Massachusetts
$536K -$49.1K -560 -8%
SFA
304
Sequoia Financial Advisors
Ohio
$524K -$7.02K -80 -1%
GRP
305
Global Retirement Partners
California
$522K – – –
EWM
306
Endurance Wealth Management
Rhode Island
$517K – – –
FHC
307
First Heartland Consultants
Missouri
$498K -$82.6K -942 -14%
ST
308
Spinnaker Trust
Maine
$489K – – –
AWM
309
Apollon Wealth Management
South Carolina
$488K +$488K +5,570 New
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$486K +$59.3K +677 +14%
AIM
311
Allen Investment Management
New York
$479K – – –
HVIA
312
Hudson Valley Investment Advisors
New York
$479K – – –
CWM
313
Circle Wealth Management
New Jersey
$478K – – –
MFG
314
Magnus Financial Group
New York
$476K -$183K -2,080 -28%
MPM
315
Meritage Portfolio Management
Kansas
$472K – – –
CAMG
316
CWA Asset Management Group
Florida
$467K -$26.9K -307 -5%
KPWS
317
Kestra Private Wealth Services
Texas
$464K -$2.89K -33 -0.6%
OPWM
318
Oxinas Partners Wealth Management
Indiana
$464K – – –
AWE
319
Avidian Wealth Enterprises
Texas
$458K -$8.24K -94 -2%
APP
320
Avantax Planning Partners
Iowa
$458K – – –
GG
321
Gofen & Glossberg
Illinois
$456K – – –
SC
322
Sepio Capital
Utah
$453K – – –
BFEC
323
Benjamin F. Edwards & Company
Missouri
$451K +$26.5K +302 +6%
WS
324
Wedbush Securities
California
$448K -$526 -6 -0.1%
AF
325
Allworth Financial
California
$447K – – –
11 12
13
14 15