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iShares US Technology ETF
IYW

Overview Fund Activity

830 hedge funds and large institutions have $6.43B invested in iShares US Technology ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 392 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
13.23%
Holding in Top 10
17
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-56.41%
% of All Funds
0.27%
New
73
Increased
152
Reduced
392
Closed
58
Calls
$14.9M
Puts
$21.9M
Net Calls
-$6.93M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$115M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$49.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$18.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$16.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M
2
BlackRock
2
BlackRock
New York
$133M
3
LPL Financial
3
LPL Financial
California
$281M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$75.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
426
Westside Investment Management
California
$740K – – –
NEWAS
427
N.E.W. Advisory Services
Wisconsin
$740K +$105 +1 +0%
TW
428
TrinityPoint Wealth
Connecticut
$736K -$5.25K -50 -0.7%
WI
429
Wintrust Investments
Illinois
$734K -$42K -400 -5%
VCM
430
Vivaldi Capital Management
Illinois
$731K -$177K -1,691 -20%
OWA
431
Outlook Wealth Advisors
Texas
$715K +$14.6K +139 +2%
DADC
432
D.A. Davidson & Co
Montana
$713K +$18.8K +179 +3%
WS
433
Wedbush Securities
California
$713K -$84.2K -803 -11%
EA
434
Eudaimonia Advisors
Tennessee
$705K +$42.5K +405 +6%
FWTB
435
First Western Trust Bank
Colorado
$703K – – –
MCA
436
Maryland Capital Advisors
Maryland
$701K – – –
RFP
437
RCS Financial Planning
Maryland
$699K -$240K -2,284 -26%
API
438
Advisor Partners II
California
$691K +$417K +3,975 +152%
SW
439
Simplicity Wealth
New Jersey
$691K -$453K -4,321 -40%
CAM
440
Concorde Asset Management
Michigan
$690K -$409K -3,915 -37%
SCM
441
Schnieders Capital Management
California
$669K – – –
WA
442
Waddell & Associates
Tennessee
$666K +$243K +2,319 +58%
LA
443
Lane & Associates
New Jersey
$660K -$348K -3,314 -35%
T
444
TRUADVICE
Florida
$657K -$154K -1,358 -19%
MA
445
Montag & Associates
Georgia
$655K -$9.77K -93 -1%
CIA
446
Choate Investment Advisors
Massachusetts
$654K -$235K -2,241 -26%
BMD
447
Better Money Decisions
New Mexico
$650K -$1.15K -11 -0.2%
IPW
448
Invictus Private Wealth
Colorado
$649K -$27.7K -264 -4%
FWP
449
FAS Wealth Partners
Kansas
$644K – – –
WHCI
450
W.H. Cornerstone Investments
Massachusetts
$643K -$425K -4,046 -40%
16 17
18
19 20