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iShares US Technology ETF

826 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 289 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+69
Holders Change %
+9.11%
% of All Funds
13.03%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.62%
New
108
Increased
289
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.69M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
376
Sovereign Financial Group
Connecticut
$1.13M +$155K +1,422 +16%
TFA
377
Transamerica Financial Advisors
Florida
$1.12M -$3.38K -31 -0.3%
WHCI
378
W.H. Cornerstone Investments
Massachusetts
$1.11M +$485K +4,450 +78%
CAL
379
Capital Analysts LLC
Pennsylvania
$1.11M +$62.3K +572 +6%
NCM
380
NCM Capital Management
New Jersey
$1.1M +$8.82K +81 +0.8%
BFO
381
Boston Family Office
Massachusetts
$1.1M -$76.2K -700 -6%
GWM
382
Geneos Wealth Management
Colorado
$1.09M +$46.9K +431 +4%
CRI
383
Commonwealth Retirement Investments
Virginia
$1.08M +$4.57K +42 +0.4%
LSPW
384
Lake Street Private Wealth
Illinois
$1.08M -$1.74K -16 -0.2%
RCM
385
Raleigh Capital Management
North Carolina
$1.08M -$28.7K -264 -3%
KPWS
386
Kestra Private Wealth Services
Texas
$1.07M +$33.4K +307 +3%
BIC
387
Beach Investment Counsel
Pennsylvania
$1.07M
MWA
388
Meridian Wealth Advisors
Texas
$1.06M -$124K -1,138 -10%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$1.05M +$327 +3 +0%
BFA
390
BMS Financial Advisors
South Dakota
$1.05M -$1.04M -9,566 -50%
AWM
391
Alterna Wealth Management
Texas
$1.05M +$592K +5,436 +130%
LA
392
Lane & Associates
New Jersey
$1.05M +$366K +3,365 +54%
CTA
393
Chesley Taft & Associates
Illinois
$1.05M
EH
394
Equitable Holdings
New York
$1.04M +$341K +3,132 +49%
PIMG
395
Patriot Investment Management Group
Tennessee
$1.04M -$47.9K -440 -4%
EWA
396
EP Wealth Advisors
California
$1.02M +$783K +14,480 +324%
HPM
397
Hudson Portfolio Management
New York
$1.02M -$11.4K -105 -1%
CF
398
Centaurus Financial
California
$1.02M -$645K -5,929 -39%
DC
399
Davenport & Co
Virginia
$1.02M -$117K -1,071 -10%
MM
400
Meridian Management
Arkansas
$1M