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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 %
NL
301
NWAM LLC
Washington
$3.29M +$143K +896 +5%
NFC
302
Northeast Financial Consultants
Connecticut
$3.28M – – –
FCI
303
Financial Counselors Inc
Kansas
$3.21M -$314K -1,967 -9%
CAM
304
Cobblestone Asset Management
Virginia
$3.2M -$369K -2,315 -10%
CSIC
305
Clifford Swan Investment Counsel
California
$3.19M – – –
DADC
306
D.A. Davidson & Co
Montana
$3.1M +$60.9K +382 +2%
TVM
307
True Vision MN
Minnesota
$3.1M -$72.7K -456 -2%
HWM
308
Hobbs Wealth Management
Indiana
$3.09M +$3.09M +19,347 New
Natixis Advisors
309
Natixis Advisors
Massachusetts
$3.08M +$510K +3,197 +20%
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.06M +$63.8K +400 +2%
CAGAS
311
Capital Advisory Group Advisory Services
Minnesota
$3.04M +$276K +1,730 +10%
Q1WB
312
Quest 10 Wealth Builders
Virginia
$3.03M +$3.03M +19,021 New
OWCM
313
One Wealth Capital Management
Arizona
$3.03M +$3.03M +19,011 New
GWP
314
Gen-Wealth Partners
Michigan
$3.02M +$22.7K +142 +0.8%
KF
315
KKM Financial
Illinois
$3.01M -$581K -3,644 -16%
CCM
316
Condor Capital Management
New Jersey
$3M -$65.9K -413 -2%
CWM
317
Connecticut Wealth Management
Connecticut
$3M – – –
BFS
318
BridgePort Financial Solutions
Iowa
$2.99M +$2.99M +19,662 New
CAM
319
Cresset Asset Management
Illinois
$2.98M -$758K -4,753 -20%
PA
320
Pinnacle Associates
New York
$2.98M +$7.18K +45 +0.2%
CAG
321
Csenge Advisory Group
Florida
$2.95M -$197K -1,234 -6%
DAS
322
Dynamic Advisor Solutions
Arizona
$2.92M +$89.5K +561 +3%
SVWG
323
Shared Vision Wealth Group
United States
$2.91M -$111K -698 -4%
PCM
324
Parsons Capital Management
Rhode Island
$2.88M – – –
MCM
325
M1 Capital Management
Michigan
$2.87M +$2.87M +17,979 New
11 12
13
14 15