IYW icon

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 %
C1AG
426
Client 1st Advisory Group
Florida
$1.18M -$374K -3,050 -24%
VWM
427
Venturi Wealth Management
Texas
$1.16M +$259K +2,109 +29%
VCP
428
Verus Capital Partners
Arizona
$1.15M +$805K +6,558 +236%
IAIM
429
International Assets Investment Management
Florida
$1.15M +$111K +902 +11%
CAM
430
Concorde Asset Management
Michigan
$1.15M +$340K +2,787 +42%
MWA
431
Meridian Wealth Advisors
Texas
$1.13M – – –
RCA
432
Riverview Capital Advisers
Massachusetts
$1.13M – – –
HPM
433
Hudson Portfolio Management
New York
$1.1M -$5.65K -46 -0.5%
EP
434
Eudaimonia Partners
Tennessee
$1.09M -$20.7K -169 -2%
BIG
435
Bush Investment Group
Georgia
$1.08M +$1.08M +8,292 New
SW
436
SVB Wealth
Massachusetts
$1.07M -$39.6K -323 -4%
NF
437
Nikulski Financial
Iowa
$1.07M -$74.8K -609 -7%
CBA
438
Coastal Bridge Advisors
Connecticut
$1.03M – – –
HAM
439
Harmony Asset Management
Arizona
$1.03M +$1.03M +8,366 New
QPWM
440
Quadrant Private Wealth Management
Pennsylvania
$1.02M +$383K +3,117 +60%
GWP
441
Gateway Wealth Partners
Wisconsin
$1.01M +$370K +3,011 +57%
AA
442
Advisory Alpha
Michigan
$1.01M -$522K -4,253 -34%
E
443
ETFidea
New York
$1.01M +$32K +261 +3%
CCG
444
Catalina Capital Group
California
$999K +$999K +8,142 New
RW
445
Regimen Wealth
Georgia
$995K +$306K +2,489 +44%
FCH
446
Freestone Capital Holdings
Washington
$988K +$1.23K +10 +0.1%
CI
447
CX Institutional
Indiana
$977K +$977K +7,957 New
WB
448
WesBanco Bank
West Virginia
$961K -$122K -994 -11%
RA
449
Rational Advisors
New York
$959K +$959K +7,809 New
DL
450
DOHJ LLC
Washington
$955K +$955K +7,782 New
16 17
18
19 20