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iShares US Technology ETF
IYW

Overview Fund Activity

563 hedge funds and large institutions have $3.17B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
184
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.8M
2
HCM
Howard Capital Management
Georgia
$26.6M
3
PS
Portfolio Strategies
New York
$13.8M
4
HNB
Huntington National Bank
Ohio
$8.18M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.8M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$1.12M
2
SFI
SPC Financial Inc
Maryland
$519K
3
Goldman Sachs
Goldman Sachs
New York
$17.1M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$0
5
CFG
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
376
D.A. Davidson & Co
Montana
$375K +$199 +2 +0.1%
AP
377
Advisor Partners
California
$372K – – –
EWA
378
EP Wealth Advisors
California
$369K +$5.97K +60 +2%
SQA
379
Simon Quick Advisors
New Jersey
$368K – – –
CWM
380
Cahaba Wealth Management
Georgia
$365K +$309 +3 +0.1%
GWA
381
GGM Wealth Advisors
Maryland
$364K – – –
CDIA
382
Capital Directions Investment Advisors
Georgia
$344K +$344K +3,464 New
CWM
383
Chesapeake Wealth Management
Virginia
$343K -$13.4K -135 -4%
CPA
384
Capital Planning Advisors
California
$334K -$121K -1,212 -27%
EL
385
EQ LLC
Washington
$333K -$36.2K -364 -10%
PBO
386
Peoples Bank (Ohio)
Ohio
$333K – – –
BFS
387
Bard Financial Services
Connecticut
$332K – – –
IA
388
IFP Advisors
Florida
$331K -$45.6K -460 -12%
SWA
389
SOA Wealth Advisors
New York
$330K +$298 +3 +0.1%
CCA
390
Clearwater Capital Advisors
Illinois
$326K – – –
FPS
391
Fieldpoint Private Securities
Connecticut
$321K – – –
PIP
392
Peachtree Investment Partners
Florida
$320K +$398 +4 +0.1%
EWM
393
Evercore Wealth Management
New York
$318K – – –
ADL
394
Asset Dedication LLC
California
$318K – – –
CT
395
Columbia Trust
Oregon
$318K – – –
SB
396
Strategic Blueprint
Georgia
$318K +$397 +4 +0.1%
PCA
397
Personal Capital Advisors
California
$316K – – –
GCP
398
GSA Capital Partners
United Kingdom
$314K – – –
FCBT
399
First Citizens Bank & Trust
North Carolina
$311K – – –
9WM
400
9258 Wealth Management
Ohio
$311K – – –
14 15
16
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