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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Carret Asset Management
New York
$1.53M -$65.4K -410 -4%
WFS
477
WealthGarden F.S.
California
$1.52M -$29.7K -186 -2%
NCM
478
NCM Capital Management
New Jersey
$1.49M -$15.8K -99 -1%
HWA
479
HCR Wealth Advisors
California
$1.49M -$47.4K -297 -3%
SOS
480
Silver Oak Securities
Tennessee
$1.47M -$873K -5,423 -37%
MWA
481
Meridian Wealth Advisors
Texas
$1.47M – – –
DC
482
Davenport & Co
Virginia
$1.47M +$34K +213 +2%
MM
483
Meridian Management
Arkansas
$1.47M – – –
GWP
484
Gateway Wealth Partners
Wisconsin
$1.46M -$22.5K -141 -2%
FCBT
485
First Citizens Bank & Trust
North Carolina
$1.44M – – –
SWM
486
SeaCrest Wealth Management
New York
$1.43M +$205K +1,285 +17%
GLLW
487
Graves Light Lenhart Wealth
Virginia
$1.42M -$281K -1,761 -17%
WEG
488
World Equity Group
Illinois
$1.41M +$325K +2,040 +30%
AF
489
Advisornet Financial
Minnesota
$1.41M -$15.1M -94,395 -91%
AA
490
Advisory Alpha
Michigan
$1.36M -$3.83K -24 -0.3%
RWS
491
Retirement Wealth Solutions
Wisconsin
$1.35M +$1.35M +8,575 New
CI
492
CX Institutional
Indiana
$1.35M +$160K +1,000 +13%
BIG
493
Bush Investment Group
Georgia
$1.35M -$14.8K -93 -1%
AF
494
Allworth Financial
California
$1.33M -$16.8K -101 -1%
SW
495
SoFi Wealth
California
$1.32M +$1.32M +8,303 New
DWM
496
Dakota Wealth Management
Florida
$1.3M – – –
VWM
497
Venturi Wealth Management
Texas
$1.3M -$270K -1,693 -17%
CFG
498
Cooper Financial Group
California
$1.3M +$107K +673 +9%
DL
499
DOHJ LLC
Washington
$1.3M -$10.8K -68 -0.8%
MC
500
Moors & Cabot
Massachusetts
$1.3M +$875K +5,485 +208%
18 19
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