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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 %
RT
301
Rockland Trust
Massachusetts
$954K +$954K +12,806 New
GLLW
302
Graves Light Lenhart Wealth
Virginia
$948K – – –
BWA
303
Bordeaux Wealth Advisors
California
$939K – – –
PWP
304
Principle Wealth Partners
Connecticut
$938K – – –
MSAM
305
Moloney Securities Asset Management
Missouri
$925K -$2.91K -39 -0.3%
CWM
306
Centurion Wealth Management
Virginia
$921K +$921K +12,359 New
PP
307
Patten & Patten
Tennessee
$913K – – –
VWM
308
Venturi Wealth Management
Texas
$910K +$910K +12,223 New
CAM
309
Carret Asset Management
New York
$909K -$35.8K -480 -4%
CWM
310
Curi Wealth Management
North Carolina
$895K -$521K -7,001 -37%
BFA
311
Bragg Financial Advisors
North Carolina
$891K – – –
CWA
312
Clearview Wealth Advisors
Oregon
$886K +$798K +10,716 +908%
F
313
F3Logic
Minnesota
$872K -$219K -2,944 -20%
GBS
314
Gallagher Benefit Services
Illinois
$872K +$872K +11,707 New
SCG
315
Sonata Capital Group
Washington
$869K -$22.4K -300 -3%
FP
316
Financial Perspectives
Minnesota
$865K +$149 +2 +0%
VPP
317
Vertex Planning Partners
Illinois
$865K +$865K +11,615 New
T
318
TRUADVICE
Florida
$861K +$29.9K +380 +4%
FNT
319
First National Trust
Pennsylvania
$860K -$38.4K -516 -4%
VA
320
Valmark Advisers
Ohio
$856K +$107K +1,431 +14%
GFPC
321
Global Financial Private Client
Florida
$850K +$69.4K +932 +9%
LF
322
Lantz Financial
Illinois
$847K +$847K +11,374 New
CFG
323
Cooper Financial Group
California
$846K +$846K +11,363 New
HWA
324
HCR Wealth Advisors
California
$845K -$11.2K -151 -1%
WA
325
Wealthstar Advisors
Texas
$837K +$298 +4 +0%
11 12
13
14 15