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iShares US Technology ETF
IYW

Overview Fund Activity

563 hedge funds and large institutions have $3.17B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
184
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.3M
2
HCM
Howard Capital Management
Georgia
+$26.6M
3
PS
Portfolio Strategies
New York
+$10.7M
4
HNB
Huntington National Bank
Ohio
+$8.18M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.89M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$97M
2
SFI
SPC Financial Inc
Maryland
-$26.2M
3
Goldman Sachs
Goldman Sachs
New York
-$22.7M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$21.3M
5
CFG
CMC Financial Group
Georgia
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Synovus Financial
Georgia
$636K +$636K +6,413 New
AWC
302
Abundance Wealth Counselors
Pennsylvania
$635K -$77.2K -777 -11%
VCM
303
Verger Capital Management
North Carolina
$635K +$496 +5 +0.1%
SCM
304
Schnieders Capital Management
California
$634K – – –
SS
305
Sunbelt Securities
Texas
$614K -$842K -8,430 -58%
CFA
306
Carroll Financial Associates
North Carolina
$610K – – –
SWM
307
SeaCrest Wealth Management
New York
$607K -$21.9K -220 -3%
DWP
308
Destiny Wealth Partners
Florida
$599K +$105K +1,054 +21%
SSCA
309
South Shore Capital Advisors
Massachusetts
$596K +$596K +6,000 New
Bank Julius Baer & Co
310
Bank Julius Baer & Co
Switzerland
$595K -$18.5K -186 -3%
SFA
311
Sequoia Financial Advisors
Ohio
$594K +$99 +1 +0%
RSWM
312
Robertson Stephens Wealth Management
California
$591K -$117K -1,180 -17%
KPWS
313
Kestra Private Wealth Services
Texas
$578K +$51.8K +521 +10%
ASN
314
Advisory Services Network
Georgia
$562K -$9.08M -91,324 -94%
ST
315
Spinnaker Trust
Maine
$555K – – –
AWM
316
Apollon Wealth Management
South Carolina
$554K +$398 +4 +0.1%
HFA
317
High Falls Advisors
New York
$552K +$57K +573 +12%
FHC
318
First Heartland Consultants
Missouri
$550K -$14.3K -144 -3%
PIN
319
Prudent Investors Network
California
$549K -$123K -1,240 -18%
AIM
320
Allen Investment Management
New York
$543K – – –
HVIA
321
Hudson Valley Investment Advisors
New York
$543K – – –
CWM
322
Circle Wealth Management
New Jersey
$542K +$894 +9 +0.2%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$537K -$14K -141 -3%
MFG
324
Magnus Financial Group
New York
$537K -$1.69K -17 -0.3%
MPM
325
Meritage Portfolio Management
Kansas
$535K – – –
11 12
13
14 15