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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 %
DWA
501
Divergent Wealth Advisors
Utah
$291K +$291K +3,900 New
HIA
502
Harbor Investment Advisory
Maryland
$289K +$2.24K +30 +0.8%
SG
503
StoneX Group
New York
$286K +$286K +3,843 New
AWC
504
Abundance Wealth Counselors
Pennsylvania
$286K -$13.9K -187 -5%
AWMNH
505
Arcadia Wealth Management (New Hampshire)
New Hampshire
$285K +$285K +3,822 New
OWA
506
Outlook Wealth Advisors
Texas
$285K -$270K -3,623 -49%
NGA
507
Naples Global Advisors
Florida
$283K +$74 +1 +0%
BFA
508
Beacon Financial Advisory
Ohio
$282K +$282K +3,781 New
AT
509
American Trust
Kentucky
$280K +$9.53K +128 +4%
API
510
Advisor Partners II
California
$278K – – –
SQA
511
Simon Quick Advisors
New Jersey
$276K – – –
DADC
512
D.A. Davidson & Co
Montana
$275K +$596 +8 +0.2%
VFA
513
Valeo Financial Advisors
Indiana
$273K +$41.9K +563 +18%
VCP
514
Verus Capital Partners
Arizona
$272K +$272K +3,652 New
GWA
515
GGM Wealth Advisors
Maryland
$271K – – –
SIC
516
Samalin Investment Counsel
New York
$271K -$13.2K -177 -5%
SPI
517
Sutton Place Investors
New York
$269K +$269K +3,613 New
IP
518
Ignite Planners
California
$269K -$33.3K -400 -11%
EWM
519
Endurance Wealth Management
Rhode Island
$266K +$57.7K +775 +28%
CAAS
520
Capital Asset Advisory Services
Michigan
$265K +$254K +3,409 +2,335%
BF
521
BOK Financial
Oklahoma
$265K – – –
AWA
522
Arkadios Wealth Advisors
Georgia
$264K +$26.7K +359 +11%
PMFA
523
Plante Moran Financial Advisors
Michigan
$261K +$134K +1,800 +106%
PTB
524
Pioneer Trust Bank
Oregon
$261K +$261K +3,500 New
FAM
525
Family Asset Management
South Carolina
$260K +$260K +3,492 New
19 20
21
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