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iShares US Technology ETF
IYW

Overview Fund Activity

946 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 360 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+116
Holders Change %
+13.98%
% of All Funds
13.87%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
165
Increased
360
Reduced
232
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$829M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M
4
BlackRock
BlackRock
New York
+$113M
5
LPL Financial
LPL Financial
California
+$89.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$74.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$35M
3
PCH
PGIM Custom Harvest
New Jersey
-$7.93M
4
BTI
Blue Trust Inc
Georgia
-$6.55M
5
LBC
Lowe Brockenbrough & Co
Virginia
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
351
Fort Washington Investment Advisors
Ohio
$1.64M +$7.37K +60 +0.5%
SPC
352
Sigma Planning Corp
Michigan
$1.63M -$1.71M -13,928 -51%
FPCP
353
Fort Point Capital Partners
California
$1.63M – – –
AF
354
Allworth Financial
California
$1.62M -$416K -3,392 -20%
AA
355
AlphaMark Advisors
Kentucky
$1.62M -$138K -1,123 -8%
PFA
356
Pinnacle Family Advisors
Missouri
$1.61M +$42.8K +349 +3%
WA
357
Waddell & Associates
Tennessee
$1.61M +$828K +6,744 +106%
MHWM
358
Montz Harcus Wealth Management
Louisiana
$1.6M +$2.21K +18 +0.1%
DADC
359
D.A. Davidson & Co
Montana
$1.59M +$759K +6,185 +91%
CWM
360
Centurion Wealth Management
Virginia
$1.58M +$409K +3,332 +35%
WWM
361
Westwood Wealth Management
California
$1.58M -$1.23K -10 -0.1%
VPP
362
Vertex Planning Partners
Illinois
$1.56M +$233K +1,895 +18%
VWA
363
Visionary Wealth Advisors
Illinois
$1.56M +$8.59K +70 +0.6%
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$126K +1,024 +9%
BWA
365
Bordeaux Wealth Advisors
California
$1.55M – – –
PWP
366
Principle Wealth Partners
Connecticut
$1.55M – – –
LPT
367
Legacy Private Trust
Wisconsin
$1.53M -$301K -2,453 -16%
RSWM
368
Robertson Stephens Wealth Management
California
$1.53M +$315K +2,568 +26%
GM
369
GeoWealth Management
Illinois
$1.52M +$59.4K +484 +4%
APW
370
Aurora Private Wealth
New Jersey
$1.51M +$2.95K +24 +0.2%
TVAMP
371
Tennessee Valley Asset Management Partners
Tennessee
$1.5M +$786K +6,400 +110%
SW
372
Simplicity Wealth
New Jersey
$1.49M +$686K +5,587 +85%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$1.49M -$345K -2,423 -19%
CF
374
Centaurus Financial
California
$1.49M +$27.7K +226 +2%
LF
375
Lantz Financial
Illinois
$1.47M +$357K +2,907 +32%
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