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iShares US Technology ETF
IYW

Overview Fund Activity

549 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-12
Holders Change %
-2.14%
% of All Funds
9.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
41
Increased
125
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K

Top Buyers

1
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
+$21.3M
2
CFG
CMC Financial Group
Georgia
+$21.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.2M
5
FP
Financial Perspectives
Minnesota
+$11.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
DZ Bank
DZ Bank
Germany
-$20.6M
3
Bank of America
Bank of America
North Carolina
-$15.6M
4
PAG
Pinnacle Advisory Group
Maryland
-$13.8M
5
UBS Group
UBS Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
351
TFG Advisers
Michigan
$382K +$3.77K +43 +1%
LWA
352
Lenox Wealth Advisors
New York
$375K -$48.3K -550 -11%
CPIG
353
Chicago Partners Investment Group
Illinois
$373K +$14.2K +150 +4%
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$371K – – –
IWA
355
Intercontinental Wealth Advisors
Texas
$371K – – –
BF
356
BOK Financial
Oklahoma
$365K -$20.7K -236 -5%
EVM
357
Eaton Vance Management
Massachusetts
$365K -$8.78K -100 -2%
SIC
358
Samalin Investment Counsel
New York
$362K -$13.6K -155 -4%
DI
359
DAGCO Inc
Ohio
$361K -$17.5K -200 -5%
AB
360
Atlas Brown
Kentucky
$360K -$8.6K -98 -2%
BBNA
361
Bremer Bank National Association
Minnesota
$355K -$52.9K -604 -13%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$351K -$182K -2,076 -34%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$351K – – –
HH
364
Hilltop Holdings
Texas
$345K – – –
GWA
365
GGM Wealth Advisors
Maryland
$339K -$178K -1,909 -34%
FIG
366
FundX Investment Group
California
$335K -$1.59M -18,085 -83%
NGA
367
Naples Global Advisors
Florida
$333K -$17.5K -200 -5%
IA
368
IFP Advisors
Florida
$333K +$36.8K +420 +12%
DADC
369
D.A. Davidson & Co
Montana
$331K +$263 +3 +0.1%
GW
370
GW & Wade
Massachusetts
$329K +$82K +934 +33%
AP
371
Advisor Partners
California
$328K -$26.5K -302 -7%
EL
372
EQ LLC
Washington
$326K -$67.7K -772 -17%
SQA
373
Simon Quick Advisors
New Jersey
$324K – – –
XF
374
XML Financial
Maryland
$322K -$93.3K -1,064 -22%
EWA
375
EP Wealth Advisors
California
$320K -$177K -2,015 -36%
13 14
15
16 17