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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 %
MA
501
Montag & Associates
Georgia
$745K -$20.9K -170 -3%
LC
502
Lavaca Capital
Texas
$737K – – –
FA
503
Flagstar Advisors
New York
$735K +$363K +2,953 +97%
NRI
504
NFP Retirement Inc
California
$726K – – –
CWM
505
Certus Wealth Management
California
$717K +$234K +1,910 +49%
NP
506
NorthRock Partners
Minnesota
$717K +$308K +2,507 +75%
CWP
507
Concord Wealth Partners
Virginia
$714K – – –
CD
508
Chapin Davis
Maryland
$713K +$123 +1 +0%
VCM
509
Verger Capital Management
North Carolina
$703K +$29.9K +244 +4%
TA
510
TrueWealth Advisors
Alabama
$701K +$41.5K +338 +6%
OAM
511
Occidental Asset Management
California
$701K +$21.9K +178 +3%
GT
512
Greenleaf Trust
Michigan
$694K -$417K -3,400 -38%
CDH
513
Charles D. Hyman
$684K – – –
GCA
514
Genesee Capital Advisors
New York
$683K +$5.28K +43 +0.8%
YIH
515
Y-Intercept (HK)
Hong Kong
$683K +$368K +2,995 +116%
FSC
516
Full Sail Capital
Oklahoma
$680K -$52.5K -428 -7%
GP
517
Girard Partners
Pennsylvania
$677K – – –
SWM
518
SeaCrest Wealth Management
New York
$677K +$52K +442 +8%
1832 Asset Management
519
1832 Asset Management
Ontario, Canada
$675K – – –
AIM
520
Allen Investment Management
New York
$671K – – –
KA
521
Kovack Advisors
Florida
$669K -$74.3K -605 -10%
AF
522
Affiance Financial
Minnesota
$667K -$11.5K -94 -2%
SFG
523
Sovereign Financial Group
Connecticut
$667K +$69.6K +567 +12%
SF
524
Synovus Financial
Georgia
$664K +$6.63K +54 +1%
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$658K -$275K -2,241 -29%
19 20
21
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