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iShares US Technology ETF
IYW

Overview Fund Activity

561 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+61
Holders Change %
+12.2%
% of All Funds
9.95%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
93
Increased
130
Reduced
195
Closed
26
Calls
$6.34M
Puts
$3.05M
Net Calls
+$3.29M
Net Calls Change
+$2.51M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.9M
2
FI
FormulaFolio Investments
Michigan
$7.31M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.59M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.3M
5
LWM
Laidlaw Wealth Management
New York
$3.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$363M
2
Goldman Sachs
Goldman Sachs
New York
$41.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$411K
4
Morgan Stanley
Morgan Stanley
New York
$426M
5
PAG
Pinnacle Advisory Group
Maryland
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
501
Hexagon Capital Partners
Arkansas
$64K – – –
FPFS
502
First Personal Financial Services
North Carolina
$63K +$169 +2 +0.3%
RIA
503
RPG Investment Advisory
California
$61K – – –
OIM
504
Oder Investment Management
California
$60K +$60K +700 New
SWA
505
Sutton Wealth Advisors
Florida
$59.9K – – –
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
$58K – – –
PS
507
Planned Solutions
California
$58K – – –
BNP Paribas Financial Markets
508
BNP Paribas Financial Markets
France
$57.9K +$57.9K +680 New
HS
509
Horan Securities
United States
$57K – – –
TC
510
Truvestments Capital
Florida
$57K +$57K +680 New
SIC
511
Salem Investment Counselors
North Carolina
$56K – – –
PWM
512
Provident Wealth Management
Tennessee
$55K +$5.81K +68 +12%
TAM
513
Townsend Asset Management
North Carolina
$52K – – –
DAC
514
Dividend Assets Capital
South Carolina
$51K – – –
AF
515
Advisornet Financial
Minnesota
$51K – – –
CFG
516
CKW Financial Group
Hawaii
$51K – – –
FCMT
517
Founders Capital Management (Texas)
Texas
$51K +$51K +600 New
HWA
518
Heritage Wealth Advisors
Virginia
$50K -$676 -8 -1%
MPCG
519
Matrix Private Capital Group
New York
$49K – – –
AWM
520
Accel Wealth Management
Iowa
$49K +$49K +580 New
FPW
521
Flagship Private Wealth
Massachusetts
$48.5K +$48.5K +556 New
RG
522
Retirement Group
California
$48K – – –
BWA
523
Burt Wealth Advisors
Maryland
$46K – – –
WB
524
Webster Bank
Connecticut
$42K -$11.6K -138 -22%
CA
525
Clearstead Advisors
Ohio
$40K +$85 +1 +0.2%
19 20
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