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iShares US Technology ETF
IYW

Overview Fund Activity

830 hedge funds and large institutions have $6.43B invested in iShares US Technology ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 392 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
13.23%
Holding in Top 10
17
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-56.41%
% of All Funds
0.27%
New
73
Increased
152
Reduced
392
Closed
58
Calls
$14.9M
Puts
$21.9M
Net Calls
-$6.93M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$115M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$49.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$18.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$16.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M
2
BlackRock
2
BlackRock
New York
$133M
3
LPL Financial
3
LPL Financial
California
$281M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$75.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAM
501
Innovis Asset Management
Illinois
$505K – – –
AA
502
Ancora Advisors
Ohio
$500K -$333K -3,174 -40%
NL
503
NWAM LLC
Washington
$498K -$1.85M -17,648 -79%
RT
504
Rockland Trust
Massachusetts
$496K – – –
EWM
505
Executive Wealth Management
Michigan
$495K +$162K +1,545 +49%
MCM
506
MV Capital Management
Maryland
$494K – – –
TA
507
Tiedemann Advisors
New York
$491K – – –
DLCIG
508
D.L. Carlson Investment Group
New Hampshire
$491K -$41.4K -395 -8%
JWBC
509
J.W. Burns & Co
New York
$491K – – –
APP
510
Avantax Planning Partners
Iowa
$479K – – –
SWA
511
Sutton Wealth Advisors
Florida
$473K – – –
LA
512
LexAurum Advisors
Kansas
$468K -$193K -1,843 -29%
CWM
513
C2C Wealth Management
Arizona
$465K – – –
WF
514
Warner Financial
Maryland
$464K – – –
CC
515
Courier Capital
New York
$462K – – –
PA
516
PFG Advisors
Arizona
$461K -$340K -3,243 -42%
SC
517
Savant Capital
Illinois
$458K +$1.78K +17 +0.4%
Empower Advisory Group
518
Empower Advisory Group
Colorado
$457K -$2.94K -28 -0.6%
HVIA
519
Hudson Valley Investment Advisors
New York
$455K -$8.39K -80 -2%
CWM
520
Chesapeake Wealth Management
Virginia
$455K -$25.2K -240 -5%
XF
521
XML Financial
Maryland
$455K – – –
GFP
522
Gryphon Financial Partners
Ohio
$454K – – –
BFS
523
Bradley Foster & Sargent
Connecticut
$452K – – –
Bessemer Group
524
Bessemer Group
New Jersey
$448K +$118K +1,125 +36%
SAM
525
Strategy Asset Managers
California
$447K -$4.2K -40 -0.9%
19 20
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