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iShares US Technology ETF
IYW

Overview Fund Activity

563 hedge funds and large institutions have $3.17B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
184
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.8M
2
HCM
Howard Capital Management
Georgia
$26.6M
3
PS
Portfolio Strategies
New York
$13.8M
4
HNB
Huntington National Bank
Ohio
$8.18M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.8M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$1.12M
2
SFI
SPC Financial Inc
Maryland
$519K
3
Goldman Sachs
Goldman Sachs
New York
$17.1M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$0
5
CFG
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
451
Essex Savings Bank
Connecticut
$248K – – –
WWM
452
Western Wealth Management
Colorado
$245K +$11.9K +120 +5%
BWM
453
Baystate Wealth Management
Massachusetts
$244K +$199 +2 +0.1%
MWM
454
Meridian Wealth Management
Kentucky
$240K +$240K +2,416 New
CAM
455
Cidel Asset Management
Ontario, Canada
$239K – – –
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$239K -$210K – –
SIAM
457
Sterling Investment Advisors (Missouri)
Missouri
$239K +$199 +2 +0.1%
FEM
458
Fulcrum Equity Management
Texas
$234K -$1.53M -15,356 -87%
HIS
459
Harvest Investment Services
Illinois
$233K -$265K -2,680 -53%
FG
460
Fiduciary Group
Georgia
$232K – – –
ABTD
461
Arvest Bank Trust Division
Oklahoma
$227K – – –
FMTC
462
Farmers & Merchants Trust Company
California
$225K +$225K +2,260 New
PPA
463
Parametric Portfolio Associates
Washington
$223K -$7.37K -74 -3%
BBW
464
Blue Barn Wealth
Utah
$223K +$223K +2,238 New
IWC
465
Integrated Wealth Concepts
Massachusetts
$219K -$13.3K -134 -6%
GGS
466
Galvin Gaustad & Stein
Arizona
$217K -$9.95K -100 -4%
LIM
467
Leavell Investment Management
Alabama
$214K – – –
PPP
468
Private Portfolio Partners
New Jersey
$214K +$214K +2,150 New
SFG
469
StrategIQ Financial Group
Indiana
$210K +$210K +2,112 New
BFEC
470
Benjamin F. Edwards & Company
Missouri
$209K -$302K -3,034 -59%
WIA
471
World Investment Advisors
California
$209K +$209K +2,106 New
GAM
472
Garrison Asset Management
Arkansas
$207K +$207K +2,080 New
CTC
473
Central Trust Company
Missouri
$205K – – –
BS
474
Banco Santander
Spain
$204K +$204K +2,056 New
PCA
475
Peddock Capital Advisors
Massachusetts
$202K +$202K +1,960 New
17 18
19
20 21