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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 %
RCA
526
Rowland Carmichael Advisors
Arizona
$37K – – –
CCM
527
Cribstone Capital Management
Maine
$34K – – –
JCM
528
Jacobi Capital Management
Pennsylvania
$34K +$85 +1 +0.3%
PP
529
Pacifica Partners
Canada
$30K – – –
SC
530
SouthState Corp
Florida
$27K – – –
APWA
531
Atlas Private Wealth Advisors
New Jersey
$27K – – –
RPWA
532
Regent Peak Wealth Advisors
Georgia
$27K +$27K +312 New
BCM
533
Bourgeon Capital Management
Connecticut
$26K -$8.67K -100 -25%
TF
534
TimeScale Financial
Massachusetts
$26K – – –
IA
535
Inspire Advisors
Idaho
$26K +$26K +308 New
PP
536
PrairieView Partners
Minnesota
$25K – – –
CAAS
537
Capital Asset Advisory Services
Michigan
$24K +$11.7K +136 +94%
BHWM
538
Bay Harbor Wealth Management
Maryland
$23K – – –
CAL
539
Capital Analysts LLC
Pennsylvania
$22K -$80.3K -964 -79%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$22K +$8.46K +100 +63%
NFSG
541
Newbridge Financial Services Group
Florida
$18K – – –
CIAS
542
Capital Investment Advisory Services
North Carolina
$17K – – –
RFA
543
Reilly Financial Advisors
California
$15K – – –
MAM
544
Meeder Asset Management
Ohio
$14K – – –
TFGT
545
TS Financial Group (TSFG)
Illinois
$14K – – –
IBOK
546
Independence Bank of Kentucky
Kentucky
$14K – – –
AssetMark Inc
547
AssetMark Inc
California
$14K +$10.3K +124 +282%
1832 Asset Management
548
1832 Asset Management
Ontario, Canada
$12K +$12K +140 New
VCG
549
Vantage Consulting Group
Virginia
$11K +$11K +136 New
HF
550
Halpern Financial
Virginia
$10.2K – – –
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