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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
376
Firethorn Wealth Partners
Georgia
$2.34M -$146K -914 -6%
FRA
377
FFG Retirement Advisors
Colorado
$2.32M -$83.4K -523 -3%
MYIA
378
Mount Yale Investment Advisors
Colorado
$2.31M -$378K -2,370 -14%
CF
379
Centaurus Financial
California
$2.29M -$47.1K -295 -2%
NCM
380
Northwest Capital Management
Oregon
$2.27M -$264K -1,658 -10%
REMPR
381
Roof Eidam Maycock Peralta (REMP)
California
$2.26M – – –
EGWAG
382
Elwood & Goetz Wealth Advisory Group
Georgia
$2.25M -$28.4K -178 -1%
CI
383
CPR Investments
Michigan
$2.24M +$785K +4,921 +54%
RSWM
384
Robertson Stephens Wealth Management
California
$2.23M -$906K -5,677 -29%
LA
385
LVW Advisors
New York
$2.2M +$41.5K +260 +2%
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$2.2M -$5.42K -34 -0.2%
WA
387
Waverly Advisors
Alabama
$2.19M -$586K -3,674 -21%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$55.2K -346 -2%
C1AG
389
Client 1st Advisory Group
Florida
$2.18M +$240K +1,502 +12%
Focus Partners Wealth
390
Focus Partners Wealth
Massachusetts
$2.17M +$796K +4,990 +58%
LF
391
Lantz Financial
Illinois
$2.16M -$92.8K -582 -4%
CRWM
392
Castle Rock Wealth Management
California
$2.15M +$60.2K +363 +3%
ES
393
Eagle Strategies
New York
$2.12M +$263K +1,650 +14%
SYBT
394
Stock Yards Bank & Trust
Kentucky
$2.12M -$4.63K -29 -0.2%
AWA
395
Arkadios Wealth Advisors
Georgia
$2.11M +$305K +1,910 +17%
IWA
396
IBEX Wealth Advisors
New Jersey
$2.11M +$2.11M +13,201 New
SC
397
Savant Capital
Illinois
$2.1M +$1.31M +8,224 +167%
MSWMA
398
Market Street Wealth Management Advisors
Indiana
$2.09M -$122K -767 -6%
SIM
399
Synergy Investment Management
Florida
$2.09M +$2.09M +13,100 New
WA
400
Waddell & Associates
Tennessee
$2.09M – – –
14 15
16
17 18