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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 %
RFP
401
RCS Financial Planning
Maryland
$1.3M +$488K +3,972 +60%
ACP
402
Aviance Capital Partners
Florida
$1.3M -$16.9K -138 -1%
COCM
403
Charter Oak Capital Management
New Hampshire
$1.3M +$41.5K +338 +3%
AF
404
Apollon Financial
South Carolina
$1.29M +$1.29M +10,469 New
RWP
405
RWA Wealth Partners
Massachusetts
$1.28M +$565K +4,602 +79%
MWM
406
Maltin Wealth Management
New Jersey
$1.27M +$859 +7 +0.1%
PP
407
Patten & Patten
Tennessee
$1.27M -$24.6K -200 -2%
GT
408
Glenmede Trust
Pennsylvania
$1.26M – – –
MW
409
Marcum Wealth
Ohio
$1.25M -$156K -1,273 -11%
BFO
410
Boston Family Office
Massachusetts
$1.24M – – –
MM
411
Meridian Management
Arkansas
$1.24M – – –
CC
412
Copperleaf Capital
North Carolina
$1.23M +$242K +1,974 +25%
CRWM
413
Castle Rock Wealth Management
California
$1.22M -$22.1K -188 -2%
GWM
414
Geneos Wealth Management
Colorado
$1.22M -$49.6K -404 -4%
NCM
415
NCM Capital Management
New Jersey
$1.22M +$22.5K +183 +2%
LSPW
416
Lake Street Private Wealth
Illinois
$1.22M +$39.4K +321 +3%
Millennium Management
417
Millennium Management
New York
$1.21M +$1.21M +9,822 New
BIC
418
Beach Investment Counsel
Pennsylvania
$1.2M – – –
FHC
419
First Heartland Consultants
Missouri
$1.2M -$4.86M -39,628 -80%
HWA
420
HCR Wealth Advisors
California
$1.2M +$18.2K +148 +2%
PIMG
421
Patriot Investment Management Group
Tennessee
$1.19M – – –
TCA
422
Transcend Capital Advisors
New Jersey
$1.19M +$312K +2,544 +36%
MWM
423
Meridian Wealth Management
Kentucky
$1.19M -$970K -7,898 -45%
FNT
424
First National Trust
Pennsylvania
$1.18M – – –
CTA
425
Chesley Taft & Associates
Illinois
$1.18M – – –
15 16
17
18 19