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

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$1.12M
2
SFI
2
SPC Financial Inc
Maryland
$519K
3
Goldman Sachs
3
Goldman Sachs
New York
$17.1M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
CFG
5
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
476
Founders Financial Alliance
North Carolina
$194K – – –
CFFP
477
Center for Financial Planning
Michigan
$193K – – –
MIM
478
MTM Investment Management
South Carolina
$189K – – –
BCA
479
Bray Capital Advisors
Florida
$186K -$1.99K -20 -1%
HWA
480
HHM Wealth Advisors
Tennessee
$186K +$3.48K +35 +2%
RBC
481
Roble Belko & Company
Pennsylvania
$182K – – –
PIA
482
Powell Investment Advisors
Florida
$178K +$297 +3 +0.2%
PMFA
483
Plante Moran Financial Advisors
Michigan
$173K +$3.97K +40 +2%
FCM
484
Firestone Capital Management
Florida
$172K – – –
Qube Research & Technologies (QRT)
485
Qube Research & Technologies (QRT)
United Kingdom
$169K +$9.86K +99 +6%
CFD
486
Creative Financial Designs
Indiana
$167K – – –
RMC
487
Resources Management Corp
Connecticut
$163K – – –
SMA
488
Sage Mountain Advisors
Georgia
$160K – – –
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$159K +$11.9K +120 +8%
HDIM
490
Hanson & Doremus Investment Management
Vermont
$154K -$462K -1,539 -75%
BW
491
Bison Wealth
Georgia
$150K – – –
WIM
492
Westside Investment Management
California
$127K – – –
KFI
493
Key Financial Inc
Pennsylvania
$121K – – –
WT
494
Washington Trust
Rhode Island
$110K +$30K +300 +38%
CAAS
495
Capital Asset Advisory Services
Michigan
$109K +$9.66K +97 +10%
BAM
496
Barrett Asset Management
New York
$103K – – –
BFC
497
Bedel Financial Consulting
Indiana
$102K – – –
OIA
498
Optimum Investment Advisors
Illinois
$101K +$100 +1 +0.1%
GWSG
499
GPS Wealth Strategies Group
Colorado
$100K – – –
AA
500
Ancora Advisors
Ohio
$97K – – –
18 19
20
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