IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

700 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 223 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+118
Holders Change %
+20.27%
% of All Funds
11.29%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.34%
New
171
Increased
223
Reduced
172
Closed
37
Calls
$7.02M
Puts
$2.48M
Net Calls
+$4.54M
Net Calls Change
-$868K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$807M
2
AWA
2
Arete Wealth Advisors
Illinois
$277M
3
BlackRock
3
BlackRock
New York
$134M
4
LPL Financial
4
LPL Financial
California
$235M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.51M
2
PS
2
Portfolio Strategies
New York
$0
3
CI
3
CX Institutional
Indiana
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$96.8K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
476
Circle Wealth Management
New Jersey
$341K +$745 +10 +0.2%
APP
477
Avantax Planning Partners
Iowa
$340K – – –
EWA
478
EverSource Wealth Advisors
Alabama
$338K +$319K +4,278 +1,614%
GFP
479
Gryphon Financial Partners
Ohio
$337K -$344K -4,617 -50%
TF
480
TIAA FSB
Florida
$334K – – –
HP
481
Hilltop Partners
Indiana
$333K +$333K +4,465 New
BFC
482
Blue Fin Capital
Rhode Island
$332K – – –
WF
483
Warner Financial
Maryland
$329K – – –
CC
484
Courier Capital
New York
$328K – – –
SW
485
SVB Wealth
Massachusetts
$324K -$193K -2,590 -37%
XF
486
XML Financial
Maryland
$323K -$4.77K -64 -1%
ACM
487
Absolute Capital Management
Pennsylvania
$319K +$290K +3,899 +1,029%
LNC
488
Lincoln National Corp
Pennsylvania
$316K -$14.7K -197 -4%
SP
489
Successful Portfolios
Florida
$313K +$313K +4,200 New
SC
490
Savant Capital
Illinois
$312K +$312K +4,189 New
OPWM
491
Oxinas Partners Wealth Management
Indiana
$311K -$39.1K -525 -11%
BFS
492
Bradley Foster & Sargent
Connecticut
$309K – – –
WWM
493
Western Wealth Management
Colorado
$306K -$39.6K -532 -11%
TA
494
TFG Advisers
Michigan
$306K +$447 +6 +0.1%
GC
495
Garde Capital
Washington
$302K – – –
NP
496
NorthRock Partners
Minnesota
$300K -$98.2K -1,318 -25%
MA
497
MKT Advisors
California
$299K +$299K +3,864 New
HIM
498
Hanlon Investment Management
New Jersey
$297K +$297K +3,992 New
GW
499
GW & Wade
Massachusetts
$295K -$1.71K -23 -0.6%
OCPWS
500
One Charles Private Wealth Services
Massachusetts
$292K +$292K +3,920 New
18 19
20
21 22