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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 %
CG
326
Caprock Group
Idaho
$2.85M +$2.01M +12,584 +237%
MGIA
327
Matthew Goff Investment Advisor
Texas
$2.85M -$7.02K -44 -0.2%
KPWS
328
Kestra Private Wealth Services
Texas
$2.84M +$418K +2,620 +17%
SPAS
329
Spectrum Planning & Advisory Services
California
$2.84M -$149K -933 -5%
CAL
330
Capital Analysts LLC
Pennsylvania
$2.84M +$184K +1,154 +7%
EWA
331
EP Wealth Advisors
California
$2.83M +$798K +5,002 +39%
VPIM
332
Vanguard Personalized Indexing Management
California
$2.81M -$280K -1,757 -9%
FUBT
333
First United Bank & Trust
Maryland
$2.79M -$22.7K -142 -0.8%
MWM
334
Mosley Wealth Management
California
$2.76M +$8.18K +51 +0.3%
FTUS
335
Flow Traders U.S.
New York
$2.73M +$2.73M +17,102 New
FHB
336
First Hawaiian Bank
Hawaii
$2.69M +$317K +1,985 +13%
PA
337
Promethium Advisors
Maryland
$2.69M – – –
MOS
338
MGO One Seven
Ohio
$2.67M -$118K -741 -4%
MF
339
Montis Financial
Massachusetts
$2.67M -$509K -3,190 -16%
TNAM
340
Terra Nova Asset Management
New York
$2.64M +$19.8K +124 +0.8%
FA
341
Flagstar Advisors
New York
$2.64M +$301K +1,886 +13%
HTC
342
Haverford Trust Company
Pennsylvania
$2.62M – – –
TWP
343
Tempus Wealth Planning
California
$2.62M -$23.5K -147 -0.9%
CWM
344
Certus Wealth Management
California
$2.59M -$73.8K -454 -3%
AIC
345
Ayalon Insurance Company
Israel
$2.59M – – –
WANY
346
Wealthspire Advisors (New York)
New York
$2.57M -$20.9K -131 -0.8%
JWA
347
JFS Wealth Advisors
Pennsylvania
$2.57M +$41K +257 +2%
LA
348
Lane & Associates
New Jersey
$2.55M +$244K +1,526 +11%
WAL
349
W Advisors LLC
Tennessee
$2.55M +$47.2K +296 +2%
Brown Advisory
350
Brown Advisory
Maryland
$2.53M -$25K -157 -1%
12 13
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