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iShares US Technology ETF
IYW

Overview Fund Activity

826 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 289 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+69
Holders Change %
+9.11%
% of All Funds
13.03%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.62%
New
108
Increased
289
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.69M
Net Calls Change
+$921K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$43.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$257M
3
Bank of America
Bank of America
North Carolina
$511M
4
Ameriprise
Ameriprise
Minnesota
$108M
5
DZ Bank
DZ Bank
Germany
$21.6M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$203M
3
EE
EWG Elevate
California
$0
4
MOS
MGO One Seven
Ohio
$2.81M
5
LPL Financial
LPL Financial
California
$434M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Absolute Capital Management
Pennsylvania
$1.65M +$1.14M +10,431 +219%
VWM
302
Venturi Wealth Management
Texas
$1.63M -$35.5K -326 -2%
C1AG
303
Client 1st Advisory Group
Florida
$1.63M +$27.4K +252 +2%
CAM
304
Cresset Asset Management
Illinois
$1.63M +$775K +7,119 +91%
PFA
305
Pinnacle Family Advisors
Missouri
$1.61M -$79.7K -732 -5%
EWA
306
EverSource Wealth Advisors
Alabama
$1.6M +$976K +8,964 +156%
VPP
307
Vertex Planning Partners
Illinois
$1.59M +$90.1K +828 +6%
SYBT
308
Stock Yards Bank & Trust
Kentucky
$1.58M -$102K -933 -6%
WIA
309
World Investment Advisors
California
$1.58M +$34.2K +314 +2%
TNAM
310
Terra Nova Asset Management
New York
$1.57M -$7.51K -69 -0.5%
EGWAG
311
Elwood & Goetz Wealth Advisory Group
Georgia
$1.57M -$233K -2,136 -13%
GT
312
Glenview Trust
Kentucky
$1.56M -$343K -3,153 -18%
JIC
313
Joel Isaacson & Co
New York
$1.56M -$35.9K -330 -2%
RPGK
314
Retirement Planning Group (Kansas)
Kansas
$1.54M +$1.54M +14,154 New
RJT
315
Raymond James Trust
Florida
$1.54M +$28K +257 +2%
DAS
316
Dynamic Advisor Solutions
Arizona
$1.53M +$178K +1,633 +13%
DI
317
DFPG Investments
Utah
$1.53M +$716K +6,329 +88%
D
318
Dentgroup
Louisiana
$1.51M +$498K +4,570 +49%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$1.51M +$83.2K +764 +6%
FPCP
320
Fort Point Capital Partners
California
$1.46M -$7.4K -68 -0.5%
TCA
321
Transcend Capital Advisors
New Jersey
$1.44M -$16.7K -153 -1%
SOS
322
Silver Oak Securities
Tennessee
$1.44M +$629K +5,777 +77%
SS
323
Sunbelt Securities
Texas
$1.44M +$4.57K +42 +0.3%
FWIA
324
Fort Washington Investment Advisors
Ohio
$1.43M – – –
MHWM
325
Montz Harcus Wealth Management
Louisiana
$1.42M +$871 +8 +0.1%
11 12
13
14 15