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iShares US Technology ETF
IYW

Overview Fund Activity

563 hedge funds and large institutions have $3.17B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
184
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$92.8M
2
HCM
2
Howard Capital Management
Georgia
$26.6M
3
PS
3
Portfolio Strategies
New York
$13.8M
4
HNB
4
Huntington National Bank
Ohio
$8.18M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.8M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$1.12M
2
SFI
2
SPC Financial Inc
Maryland
$519K
3
Goldman Sachs
3
Goldman Sachs
New York
$17.1M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
CFG
5
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
526
Kings Point Capital Management
New York
$45K – – –
CCM
527
Cribstone Capital Management
Maine
$40K – – –
JCM
528
Jacobi Capital Management
Pennsylvania
$40K +$100 +1 +0.2%
PWM
529
Provident Wealth Management
Tennessee
$36K – – –
APWA
530
Atlas Private Wealth Advisors
New Jersey
$33K +$1.48K +15 +5%
BAM
531
Baldrige Asset Management
Pennsylvania
$33K +$33K +327 New
SC
532
SouthState Corp
Florida
$32K – – –
BCM
533
Bourgeon Capital Management
Connecticut
$30K – – –
TF
534
TimeScale Financial
Massachusetts
$30K +$100 +1 +0.3%
PP
535
Pacifica Partners
Canada
$28K – – –
CAL
536
Capital Analysts LLC
Pennsylvania
$26K – – –
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$26K – – –
WB
538
Webster Bank
Connecticut
$25K – – –
CFG
539
CKW Financial Group
Hawaii
$23K +$2.69K +27 +13%
EI
540
Ellevest Inc
New York
$20K -$46.5K -472 -70%
RFA
541
Reilly Financial Advisors
California
$18K – – –
IBOK
542
Independence Bank of Kentucky
Kentucky
$16K – – –
TFGT
543
TS Financial Group (TSFG)
Illinois
$16K – – –
MAM
544
Meeder Asset Management
Ohio
$16K – – –
CHC
545
City Holding Co
West Virginia
$15K +$15K +150 New
AWM
546
Avior Wealth Management
Nebraska
$12K – – –
AC
547
AlphaCore Capital
California
$12K +$98 +1 +0.8%
HF
548
Halpern Financial
Virginia
$11.9K – – –
ANBT
549
American National Bank & Trust
Texas
$9K – – –
IRC
550
Investors Research Corp
Georgia
$9K +$9K +92 New
20 21
22
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