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iShares US Technology ETF
IYW

Overview Fund Activity

549 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-12
Holders Change %
-2.14%
% of All Funds
9.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
41
Increased
125
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K

Top Buyers

1
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
+$21.3M
2
CFG
CMC Financial Group
Georgia
+$21.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.2M
5
FP
Financial Perspectives
Minnesota
+$11.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
DZ Bank
DZ Bank
Germany
-$20.6M
3
Bank of America
Bank of America
North Carolina
-$15.6M
4
PAG
Pinnacle Advisory Group
Maryland
-$13.8M
5
UBS Group
UBS Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
401
Credit Suisse
Switzerland
$272K -$3.31M -37,719 -92%
SYBT
402
Stock Yards Bank & Trust
Kentucky
$272K – – –
FPS
403
Fieldpoint Private Securities
Connecticut
$271K – – –
VFA
404
Valeo Financial Advisors
Indiana
$271K +$45.6K +520 +20%
RFM
405
Royal Fund Management
Florida
$263K -$2.46K -28 -0.9%
SFO
406
Stokes Family Office
Louisiana
$262K – – –
MCM
407
Maryland Capital Management
Maryland
$260K – – –
RIA
408
Realta Investment Advisors
Delaware
$258K +$25.7K +294 +11%
LNC
409
Lincoln National Corp
Pennsylvania
$257K +$3.86K +44 +2%
LB
410
Leo Brokerage
Texas
$255K +$11.7K +133 +5%
WA
411
WESPAC Advisors
California
$255K +$255K +2,907 New
AUB
412
Atlantic Union Bankshares
Virginia
$253K -$3.51K -40 -1%
BDF
413
Balasa Dinverno & Foltz
$251K – – –
FCCM
414
First City Capital Management
Georgia
$251K – – –
PFWA
415
Paces Ferry Wealth Advisors
Georgia
$250K – – –
CAS
416
Cascadia Advisory Services
Oregon
$249K +$249K +2,835 New
UR
417
USCA RIA
Texas
$247K +$13.1K +150 +6%
LJAC
418
L.J. Altfest & Co
New York
$246K – – –
AMG
419
Asset Management Group
Connecticut
$246K – – –
BAM
420
Belpointe Asset Management
Nevada
$245K -$134K -1,532 -35%
CWC
421
Carolinas Wealth Consulting
North Carolina
$245K -$28.5K -324 -10%
RCA
422
Ranch Capital Advisors
Florida
$245K – – –
LA
423
LexAurum Advisors
Kansas
$242K -$50K -571 -17%
FHC
424
First Horizon Corporation
Tennessee
$242K -$29.2K -333 -11%
AMG
425
Advisors Management Group
Wisconsin
$242K – – –
15 16
17
18 19