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iShares US Technology ETF
IYW

Overview Fund Activity

946 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 360 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+116
Holders Change %
+13.98%
% of All Funds
13.87%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
165
Increased
360
Reduced
232
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$829M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M
4
BlackRock
BlackRock
New York
+$113M
5
LPL Financial
LPL Financial
California
+$89.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$74.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$35M
3
PCH
PGIM Custom Harvest
New Jersey
-$7.93M
4
BTI
Blue Trust Inc
Georgia
-$6.55M
5
LBC
Lowe Brockenbrough & Co
Virginia
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
376
Bragg Financial Advisors
North Carolina
$1.47M – – –
MSAM
377
Moloney Securities Asset Management
Missouri
$1.47M +$113K +924 +8%
PS
378
Principal Securities
Iowa
$1.46M +$1.46M +11,861 New
BWP
379
Balboa Wealth Partners
Arizona
$1.45M +$1.45M +11,814 New
CWA
380
Clarus Wealth Advisors
Arizona
$1.44M +$1.44M +11,540 New
LNC
381
Lincoln National Corp
Pennsylvania
$1.44M +$310K +2,526 +27%
FP
382
Financial Perspectives
Minnesota
$1.44M +$3.31K +27 +0.2%
GLLW
383
Graves Light Lenhart Wealth
Virginia
$1.43M – – –
VA
384
Valmark Advisers
Ohio
$1.43M +$47.1K +384 +3%
ACGDR
385
Atmos Capital Gestao de Recursos
Brazil
$1.42M -$1.05M -8,580 -43%
SCG
386
Sonata Capital Group
Washington
$1.41M – – –
HCM
387
Howard Capital Management
Georgia
$1.4M -$41.4K -337 -3%
TFA
388
Transamerica Financial Advisors
Florida
$1.4M +$21.4K +174 +2%
SFA
389
Source Financial Advisors
New York
$1.39M -$10.8K -88 -0.8%
SAW
390
Signal Advisors Wealth
Michigan
$1.39M +$1.39M +11,330 New
EWA
391
EP Wealth Advisors
California
$1.39M +$155K +1,261 +13%
GFPC
392
Global Financial Private Client
Florida
$1.38M +$30.3K +247 +2%
CAM
393
Carret Asset Management
New York
$1.36M -$36.6K -298 -3%
MFG
394
Magnus Financial Group
New York
$1.35M +$4.54K +37 +0.3%
P
395
Pariax
California
$1.34M – – –
JWA
396
JFS Wealth Advisors
Pennsylvania
$1.34M +$294K +2,394 +28%
MWM
397
Maripau Wealth Management
Indiana
$1.34M +$239K +1,947 +22%
SAM
398
Smithbridge Asset Management
Pennsylvania
$1.32M -$149K -1,217 -10%
BA
399
Ballew Advisors
Mississippi
$1.32M +$247 +2 +0%
CWA
400
Canvas Wealth Advisors
Kansas
$1.32M – – –
14 15
16
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