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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 %
WWM
426
Westwood Wealth Management
California
$1.87M -$7.98K -50 -0.4%
BFA
427
Bragg Financial Advisors
North Carolina
$1.87M -$26.3K -165 -1%
CWM
428
Centurion Wealth Management
Virginia
$1.86M -$109K -683 -6%
MI
429
Moneywise Inc
Virginia
$1.84M +$251K +1,573 +16%
WIA
430
World Investment Advisors
California
$1.84M -$24.7K -155 -1%
HCM
431
Howard Capital Management
Georgia
$1.79M -$5.42K -34 -0.3%
MHWM
432
Montz Harcus Wealth Management
Louisiana
$1.79M -$295K -1,851 -14%
GFPC
433
Global Financial Private Client
Florida
$1.77M -$14K -88 -0.8%
NF
434
Nikulski Financial
Iowa
$1.77M +$207K +1,299 +13%
YWM
435
Yardley Wealth Management
Pennsylvania
$1.75M +$1.31M +8,451 +300%
CWA
436
Clarus Wealth Advisors
Arizona
$1.74M +$59.8K +382 +4%
CWA
437
Canvas Wealth Advisors
Kansas
$1.71M – – –
CC
438
Copperleaf Capital
North Carolina
$1.71M -$386K -2,419 -18%
BWMG
439
Barnes Wealth Management Group
California
$1.71M +$1.71M +10,690 New
EE
440
EWG Elevate
California
$1.71M +$340K +2,133 +25%
WIP
441
WealthCare Investment Partners
Rhode Island
$1.71M +$257K +1,611 +18%
RW
442
Ridgeline Wealth
Arizona
$1.68M +$1.68M +10,555 New
TVAMP
443
Tennessee Valley Asset Management Partners
Tennessee
$1.68M +$185K +1,161 +12%
SCG
444
Sonata Capital Group
Washington
$1.67M +$798 +5 +0%
FCH
445
Freestone Capital Holdings
Washington
$1.67M +$479 +3 +0%
WB
446
WesBanco Bank
West Virginia
$1.65M +$124K +780 +8%
CCG
447
Catalina Capital Group
California
$1.65M +$426K +2,671 +35%
AF
448
Apollon Financial
South Carolina
$1.65M +$3.19K +20 +0.2%
FNT
449
First National Trust
Pennsylvania
$1.65M -$109K -685 -6%
QCM
450
Quantinno Capital Management
New York
$1.63M +$671K +4,203 +70%
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