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iShares US Technology ETF

700 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 223 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+118
Holders Change %
+20.27%
% of All Funds
11.29%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.34%
New
171
Increased
223
Reduced
172
Closed
37
Calls
$7.02M
Puts
$2.48M
Net Calls
+$4.54M
Net Calls Change
-$868K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
376
Waverly Advisors
Alabama
$574K +$574K +7,709 New
BTWM
377
Baker Tilly Wealth Management
Wisconsin
$564K +$564K +7,575 New
PA
378
PFG Advisors
Arizona
$564K +$229K +3,074 +68%
TW
379
Transform Wealth
Colorado
$559K
MWM
380
Meridian Wealth Management
Kentucky
$558K +$25.9K +348 +5%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$556K -$71.5K -960 -11%
SOS
382
Silver Oak Securities
Tennessee
$555K -$257K -3,442 -32%
FA
383
FDx Advisors
Illinois
$553K +$553K +7,428 New
WI
384
Wintrust Investments
Illinois
$551K -$59.6K -800 -10%
TW
385
TrinityPoint Wealth
Connecticut
$550K +$103K +1,387 +23%
OAM
386
Occidental Asset Management
California
$539K -$1.92M -25,736 -78%
KWM
387
Kaydan Wealth Management
Michigan
$535K
GWP
388
Gateway Wealth Partners
Wisconsin
$534K +$534K +7,163 New
RW
389
Regimen Wealth
Georgia
$531K +$531K +7,145 New
TCM
390
True Capital Management
California
$525K +$525K +7,050 New
IPW
391
Invictus Private Wealth
Colorado
$520K +$520K +6,975 New
EA
392
Eudaimonia Advisors
Tennessee
$515K -$86.8K -1,165 -14%
RWP
393
RWA Wealth Partners
Massachusetts
$511K -$239K -3,090 -32%
SFG
394
Sovereign Financial Group
Connecticut
$505K +$505K +6,780 New
COCM
395
Charter Oak Capital Management
New Hampshire
$503K -$325K -4,363 -39%
CAL
396
Capital Analysts LLC
Pennsylvania
$502K +$469K +6,300 +1,419%
CAM
397
Cresset Asset Management
Illinois
$501K
FWTB
398
First Western Trust Bank
Colorado
$499K
SWA
399
Stratos Wealth Advisors
Ohio
$499K +$499K +6,699 New
MCA
400
Maryland Capital Advisors
Maryland
$498K