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iShares US Technology ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
351
One Capital Management
California
$1.24M +$1.24M +11,406 New
SFA
352
Source Financial Advisors
New York
$1.24M +$13.5K +124 +1%
FNT
353
First National Trust
Pennsylvania
$1.22M -$29.7K -273 -2%
CWA
354
Clarus Wealth Advisors
Arizona
$1.22M +$1.22M +11,338 New
USCWA
355
U.S. Capital Wealth Advisors
Texas
$1.21M +$149K +1,373 +14%
RW
356
Regimen Wealth
Georgia
$1.21M +$313K +2,878 +35%
VA
357
Valmark Advisers
Ohio
$1.2M -$61.4K -564 -5%
SW
358
Simplicity Wealth
New Jersey
$1.19M +$68.4K +628 +6%
SW
359
SVB Wealth
Massachusetts
$1.18M -$13K -119 -1%
CWA
360
Canvas Wealth Advisors
Kansas
$1.18M -$6.85K -62 -0.6%
HWA
361
HCR Wealth Advisors
California
$1.18M -$34.2K -314 -3%
ACP
362
Aviance Capital Partners
Florida
$1.17M
COCM
363
Charter Oak Capital Management
New Hampshire
$1.17M +$89.4K +821 +8%
ICP
364
Interchange Capital Partners
Pennsylvania
$1.17M +$272K +2,496 +30%
PP
365
Patten & Patten
Tennessee
$1.16M
BA
366
Ballew Advisors
Mississippi
$1.15M
WA
367
Wealthstar Advisors
Texas
$1.15M +$109 +1 +0%
WAL
368
W Advisors LLC
Tennessee
$1.15M +$170K +1,558 +17%
NA
369
Navellier & Associates
Nevada
$1.15M -$60K -551 -5%
QPWM
370
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$204K +1,876 +22%
CAM
371
Concorde Asset Management
Michigan
$1.15M +$28.7K +264 +3%
CRWM
372
Castle Rock Wealth Management
California
$1.14M -$238K -2,194 -17%
APW
373
Aurora Private Wealth
New Jersey
$1.13M -$26.9K -247 -2%
MWM
374
Maltin Wealth Management
New Jersey
$1.13M -$4.79K -44 -0.4%
RCA
375
Riverview Capital Advisers
Massachusetts
$1.13M