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iShares US Technology ETF
IYW

Overview Fund Activity

549 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-12
Holders Change %
-2.14%
% of All Funds
9.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
41
Increased
125
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K

Top Buyers

1
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$21.3M
2
CFG
CMC Financial Group
Georgia
$21.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.2M
5
FP
Financial Perspectives
Minnesota
$11.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$57.9M
2
DZ Bank
DZ Bank
Germany
$0
3
Bank of America
Bank of America
North Carolina
$358M
4
PAG
Pinnacle Advisory Group
Maryland
$41.8M
5
UBS Group
UBS Group
Switzerland
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
451
Baystate Wealth Management
Massachusetts
$215K -$6.13K -70 -3%
LIM
452
Leavell Investment Management
Alabama
$214K – – –
SIAM
453
Sterling Investment Advisors (Missouri)
Missouri
$210K -$4.9K -56 -2%
Luther King Capital Management (LKCM)
454
Luther King Capital Management (LKCM)
Texas
$210K -$204K – –
CAM
455
Cidel Asset Management
Ontario, Canada
$210K +$210K +2,400 New
PFA
456
Pinnacle Family Advisors
Missouri
$208K – – –
FG
457
Fiduciary Group
Georgia
$207K – – –
WWM
458
Western Wealth Management
Colorado
$206K -$5.26K -60 -2%
MCA
459
Magnolia Capital Advisors
Mississippi
$205K -$21K -240 -9%
IWC
460
Integrated Wealth Concepts
Massachusetts
$205K +$205K +2,337 New
PPA
461
Parametric Portfolio Associates
Washington
$203K +$203K +2,313 New
AA
462
Advisory Alpha
Michigan
$201K +$201K +2,292 New
GGS
463
Galvin Gaustad & Stein
Arizona
$200K +$200K +2,280 New
ABTD
464
Arvest Bank Trust Division
Oklahoma
$200K +$200K +2,284 New
CTC
465
Central Trust Company
Missouri
$181K – – –
HDIM
466
Hanson & Doremus Investment Management
Vermont
$180K – – –
CFFP
467
Center for Financial Planning
Michigan
$170K – – –
FFA
468
Founders Financial Alliance
North Carolina
$170K +$89.9K +1,032 +112%
MIM
469
MTM Investment Management
South Carolina
$167K – – –
BCA
470
Bray Capital Advisors
Florida
$166K -$88 -1 -0.1%
RBC
471
Roble Belko & Company
Pennsylvania
$161K – – –
HWA
472
HHM Wealth Advisors
Tennessee
$161K +$30.2K +344 +23%
PIA
473
Powell Investment Advisors
Florida
$157K -$59.5K -679 -27%
FCM
474
Firestone Capital Management
Florida
$152K – – –
HI
475
Human Investing
Oregon
$152K – – –
17 18
19
20 21