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iShares US Technology ETF
IYW

Overview Fund Activity

946 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 360 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+116
Holders Change %
+13.98%
% of All Funds
13.87%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
165
Increased
360
Reduced
232
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$829M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M
4
BlackRock
BlackRock
New York
+$113M
5
LPL Financial
LPL Financial
California
+$89.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$74.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$35M
3
PCH
PGIM Custom Harvest
New Jersey
-$7.93M
4
BTI
Blue Trust Inc
Georgia
-$6.55M
5
LBC
Lowe Brockenbrough & Co
Virginia
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
Ancora Advisors
Ohio
$840K +$255K +2,078 +44%
GIA
477
Gladstone Institutional Advisory
Florida
$836K +$232K +1,894 +39%
WI
478
Wintrust Investments
Illinois
$834K -$24.4K -199 -3%
ICP
479
Interchange Capital Partners
Pennsylvania
$834K +$173K +1,409 +26%
LA
480
Lane & Associates
New Jersey
$830K +$57.8K +471 +7%
FWTB
481
First Western Trust Bank
Colorado
$822K – – –
MCA
482
Maryland Capital Advisors
Maryland
$820K – – –
FNWM
483
Financial Network Wealth Management
Utah
$818K +$818K +6,667 New
CWP
484
Cyndeo Wealth Partners
Florida
$812K +$812K +6,616 New
WS
485
Wedbush Securities
California
$812K -$22.5K -183 -3%
WH
486
Willner & Heller
California
$809K +$809K +6,587 New
TPWA
487
Twin Peaks Wealth Advisors
California
$800K +$800K +6,521 New
FA
488
FDx Advisors
Illinois
$787K +$184K +1,503 +31%
EFH
489
Eaton Financial Holdings
Florida
$786K +$334K +2,725 +74%
OWA
490
Outlook Wealth Advisors
Texas
$772K -$64.1K -522 -8%
CWM
491
Cornerstone Wealth Management
Missouri
$771K +$144K +1,174 +23%
CIA
492
Choate Investment Advisors
Massachusetts
$765K – – –
TW
493
Transform Wealth
Colorado
$765K -$156K -1,275 -17%
SCM
494
Schnieders Capital Management
California
$765K -$18.4K -150 -2%
CRI
495
Commonwealth Retirement Investments
Virginia
$764K +$148K +1,204 +24%
TW
496
TrinityPoint Wealth
Connecticut
$763K -$98.1K -799 -11%
IPW
497
Invictus Private Wealth
Colorado
$757K -$2.09K -17 -0.3%
FWP
498
FAS Wealth Partners
Kansas
$753K – – –
BMD
499
Better Money Decisions
New Mexico
$753K -$7.61K -62 -1%
SIG
500
Sargent Investment Group
Maryland
$749K – – –
18 19
20
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