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iShares US Technology ETF
IYW

Overview Fund Activity

561 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+61
Holders Change %
+12.2%
% of All Funds
9.95%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
93
Increased
130
Reduced
195
Closed
26
Calls
$6.34M
Puts
$3.05M
Net Calls
+$3.29M
Net Calls Change
+$2.51M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.46M
2
FI
FormulaFolio Investments
Michigan
+$7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.35M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.44M
5
LWM
Laidlaw Wealth Management
New York
+$3.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$68.9M
2
Goldman Sachs
Goldman Sachs
New York
-$62.2M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$39.5M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
PAG
Pinnacle Advisory Group
Maryland
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
376
Simon Quick Advisors
New Jersey
$315K +$279K +3,276 +765%
CWM
377
Cahaba Wealth Management
Georgia
$313K +$531 +6 +0.2%
MC
378
Moors & Cabot
Massachusetts
$312K – – –
PCA
379
Personal Capital Advisors
California
$308K +$33.7K +396 +12%
SWA
380
SOA Wealth Advisors
New York
$304K +$304K +3,321 New
ADL
381
Asset Dedication LLC
California
$297K +$24.8K +292 +9%
CDIA
382
Capital Directions Investment Advisors
Georgia
$295K -$170K -2,000 -37%
LWA
383
LWS Wealth Advisors
New Jersey
$292K -$16K -188 -5%
WPW
384
Waldron Private Wealth
Pennsylvania
$290K +$170 +2 +0.1%
MW
385
Marcum Wealth
Ohio
$288K +$255 +3 +0.1%
IA
386
IFP Advisors
Florida
$288K +$19.8K +232 +7%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$288K +$29.8K +350 +12%
OPS
388
Orion Portfolio Solutions
Nebraska
$284K – – –
BFS
389
Bard Financial Services
Connecticut
$284K +$284K +3,340 New
LA
390
LexAurum Advisors
Kansas
$283K – – –
NCM
391
Niemann Capital Management
Nevada
$282K -$236K -2,776 -46%
PCM
392
Princeton Capital Management
New Jersey
$282K -$18K -212 -6%
CCA
393
Clearwater Capital Advisors
Illinois
$279K -$165K -1,937 -37%
CPO
394
Cerity Partners OCIO
New York
$275K -$22.2K -261 -7%
PIP
395
Peachtree Investment Partners
Florida
$273K +$255 +3 +0.1%
Franklin Resources
396
Franklin Resources
California
$272K -$202K -2,380 -43%
EWM
397
Evercore Wealth Management
New York
$272K – – –
SB
398
Strategic Blueprint
Georgia
$272K +$10.5K +123 +4%
CT
399
Columbia Trust
Oregon
$272K +$272K +3,200 New
FCCM
400
First City Capital Management
Georgia
$269K -$306K -3,300 -53%
14 15
16
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