IYW icon

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 %
CAMG
326
CWA Asset Management Group
Florida
$529K – – –
OPWM
327
Oxinas Partners Wealth Management
Indiana
$526K +$298 +3 +0.1%
SFI
328
SPC Financial Inc
Maryland
$519K -$26.2M -263,571 -98%
APP
329
Avantax Planning Partners
Iowa
$519K – – –
GG
330
Gofen & Glossberg
Illinois
$517K – – –
EWM
331
Endurance Wealth Management
Rhode Island
$516K -$69.5K -700 -12%
GRP
332
Global Retirement Partners
California
$514K -$76.9K -774 -13%
SC
333
Sepio Capital
Utah
$513K – – –
AWE
334
Avidian Wealth Enterprises
Texas
$511K -$8.46K -85 -2%
WS
335
Wedbush Securities
California
$509K +$895 +9 +0.2%
VAS
336
Vestmark Advisory Solutions
Massachusetts
$507K +$2.09K +21 +0.4%
JWBC
337
J.W. Burns & Co
New York
$504K – – –
MCM
338
MV Capital Management
Maryland
$496K – – –
MSFS
339
Main Street Financial Solutions
Pennsylvania
$491K -$4.08K -41 -0.8%
MLIC
340
Mandatum Life Insurance Company
Finland
$487K – – –
RW
341
Rede Wealth
Virginia
$484K – – –
LWP
342
Legacy Wealth Planning
Nevada
$483K – – –
KA
343
Kovack Advisors
Florida
$480K -$279K -2,810 -37%
PAM
344
Premier Asset Management
Illinois
$478K – – –
WAM
345
WealthTrust Asset Management
Florida
$476K +$476K +4,789 New
XF
346
XML Financial
Maryland
$470K +$105K +1,054 +29%
TA
347
Tiedemann Advisors
New York
$465K – – –
BFC
348
Blue Fin Capital
Rhode Island
$461K – – –
RBFC
349
Roman Butler Fullerton & Co
Missouri
$460K +$199 +2 +0%
OWA
350
Outlook Wealth Advisors
Texas
$454K +$454K +4,568 New
12 13
14
15 16