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iShares US Technology ETF
IYW

Overview Fund Activity

1,024 hedge funds and large institutions have $12.2B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 382 increasing their positions, 292 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+56
Holders Change %
+5.79%
% of All Funds
14.89%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
118
Increased
382
Reduced
292
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.91M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$154M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$86.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.78B
4
PIM
Parker Investment Management
California
$161M
5
PCH
PGIM Custom Harvest
New Jersey
$693M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$7.86M
2
DWM
Dynasty Wealth Management
Florida
$96.5M
3
BlackRock
BlackRock
New York
$292M
4
Citadel Advisors
Citadel Advisors
Florida
$20K
5
Wells Fargo
Wells Fargo
California
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
426
Worth Asset Management
Texas
$1.54M +$746K +4,957 +94%
PP
427
Patten & Patten
Tennessee
$1.54M -$10.7K -71 -0.7%
BFO
428
Boston Family Office
Massachusetts
$1.52M – – –
NRI
429
NFP Retirement Inc
California
$1.52M +$160K +1,066 +12%
VWM
430
Venturi Wealth Management
Texas
$1.51M -$123K -814 -7%
CWA
431
Canvas Wealth Advisors
Kansas
$1.51M – – –
TCA
432
Transcend Capital Advisors
New Jersey
$1.51M -$28.1K -187 -2%
DC
433
Davenport & Co
Virginia
$1.51M +$295K +1,958 +24%
LSPW
434
Lake Street Private Wealth
Illinois
$1.51M -$3.61K -24 -0.2%
RVPG
435
Relative Value Partners Group
$1.51M +$1.51M +10,039 New
COCM
436
Charter Oak Capital Management
New Hampshire
$1.5M -$57.6K -383 -4%
CCG
437
Catalina Capital Group
California
$1.5M +$185K +1,232 +14%
GWM
438
Geneos Wealth Management
Colorado
$1.48M +$11.3K +75 +0.8%
AF
439
Allworth Financial
California
$1.48M -$155K -1,049 -9%
BIC
440
Beach Investment Counsel
Pennsylvania
$1.48M – – –
HWA
441
HCR Wealth Advisors
California
$1.45M – – –
CTA
442
Chesley Taft & Associates
Illinois
$1.44M – – –
PIMG
443
Patriot Investment Management Group
Tennessee
$1.44M -$18.1K -120 -1%
GWP
444
Gateway Wealth Partners
Wisconsin
$1.44M +$90.9K +604 +7%
GM
445
GeoWealth Management
Illinois
$1.43M +$5.87K +39 +0.4%
NCM
446
NCM Capital Management
New Jersey
$1.42M -$22.6K -150 -2%
APW
447
Aurora Private Wealth
New Jersey
$1.42M -$409K -2,715 -22%
CRC
448
Curi RMB Capital
Illinois
$1.41M – – –
MWA
449
Meridian Wealth Advisors
Texas
$1.39M – – –
SEM
450
Strategic Equity Management
Arizona
$1.39M +$837K +5,562 +153%
16 17
18
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