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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 %
LWM
401
LongView Wealth Management
Georgia
$2.09M +$8.77K +55 +0.4%
CAM
402
Concorde Asset Management
Michigan
$2.08M +$270K +1,694 +15%
CV
403
Counterweight Ventures
North Carolina
$2.08M +$5.9K +37 +0.3%
PIA
404
Panoramic Investment Advisors
Colorado
$2.07M +$309K +1,939 +18%
NA
405
Navellier & Associates
Nevada
$2.03M +$744K +4,661 +58%
DAS
406
Diversify Advisory Services
Utah
$2.03M -$315K -1,996 -13%
SP
407
Stonebrook Private
Michigan
$2.02M -$74K -464 -4%
CCFM
408
Clear Creek Financial Management
Washington
$2.02M -$3.45M -21,638 -63%
BWA
409
Bordeaux Wealth Advisors
California
$2.01M -$1.12K -7 -0.1%
HPM
410
Hoxton Planning & Management
West Virginia
$2M -$216K -1,354 -10%
CWP
411
Cyndeo Wealth Partners
Florida
$2M -$33.3K -209 -2%
MSAM
412
Moloney Securities Asset Management
Missouri
$1.99M -$8.53M -53,476 -81%
WI
413
Westbourne Investments
Virginia
$1.96M +$1.96M +12,260 New
BA
414
Ballew Advisors
Mississippi
$1.93M +$195K +1,246 +11%
FGA
415
Fortis Group Advisors
New Jersey
$1.93M +$507K +3,181 +36%
FAIM
416
Financial Advocates Investment Management
Washington
$1.92M -$3.77M -23,608 -66%
MFG
417
Magnus Financial Group
New York
$1.92M +$29.4K +184 +2%
FP
418
Financial Perspectives
Minnesota
$1.91M +$19.8K +124 +1%
TPWA
419
Twin Peaks Wealth Advisors
California
$1.9M +$94.8K +594 +5%
PWP
420
Principle Wealth Partners
Connecticut
$1.89M -$116K -730 -6%
WS
421
Wedbush Securities
California
$1.88M -$71.4K -448 -4%
WA
422
WESPAC Advisors
California
$1.88M +$909K +5,696 +94%
AA
423
AlphaMark Advisors
Kentucky
$1.88M -$85.7K -537 -4%
LPT
424
Legacy Private Trust
Wisconsin
$1.87M -$35.9K -225 -2%
VCP
425
Verus Capital Partners
Arizona
$1.87M -$608K -3,809 -25%
15 16
17
18 19