IYW icon

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 %
CWM
376
Chesapeake Wealth Management
Virginia
$315K -$18.8K -215 -6%
CWM
377
Cahaba Wealth Management
Georgia
$310K +$263 +3 +0.1%
FB
378
First Bancorp
Maine
$302K +$302K +3,440 New
SFS
379
Sowell Financial Services
Arkansas
$294K +$77.2K +849 +36%
FHA
380
First Horizon Advisors
Tennessee
$294K +$294K +3,360 New
PBO
381
Peoples Bank (Ohio)
Ohio
$293K -$161K -1,841 -36%
OPS
382
Orion Portfolio Solutions
Nebraska
$293K – – –
BFS
383
Bard Financial Services
Connecticut
$293K – – –
PCM
384
Princeton Capital Management
New Jersey
$293K +$2.37K +27 +0.8%
SWA
385
SOA Wealth Advisors
New York
$291K – – –
CCA
386
Clearwater Capital Advisors
Illinois
$288K – – –
CPO
387
Cerity Partners OCIO
New York
$285K +$1.67K +19 +0.6%
PIP
388
Peachtree Investment Partners
Florida
$282K +$176 +2 +0.1%
ADL
389
Asset Dedication LLC
California
$281K -$25.6K -292 -8%
SB
390
Strategic Blueprint
Georgia
$281K – – –
Franklin Resources
391
Franklin Resources
California
$281K – – –
EWM
392
Evercore Wealth Management
New York
$281K – – –
CT
393
Columbia Trust
Oregon
$280K – – –
PCA
394
Personal Capital Advisors
California
$279K -$38.2K -436 -12%
WANY
395
Wealthspire Advisors (New York)
New York
$279K +$279K +3,184 New
BCI
396
Brinker Capital Investments
Pennsylvania
$278K -$215K -2,454 -44%
GCP
397
GSA Capital Partners
United Kingdom
$277K -$49.4K -562 -15%
MAS
398
Madden Advisory Services
Florida
$275K – – –
9WM
399
9258 Wealth Management
Ohio
$274K – – –
FCBT
400
First Citizens Bank & Trust
North Carolina
$274K – – –
14 15
16
17 18