IYW icon

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 %
FAIM
526
Financial Advocates Investment Management
Washington
$258K +$258K +2,332 New
FM
527
Family Management
New York
$258K – – –
WSTAM
528
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$255K +3,417 New
AP
529
Americana Partners
Texas
$253K +$253K +3,400 New
BBNA
530
Bremer Bank National Association
Minnesota
$252K -$1.86K -25 -0.7%
KCM
531
Kanawha Capital Management
Virginia
$250K +$250K +3,351 New
BFS
532
Bard Financial Services
Connecticut
$249K – – –
LFA
533
LGT Financial Advisors
Texas
$246K +$246K +3,302 New
DI
534
DAGCO Inc
Ohio
$244K -$323K -4,333 -57%
FB
535
First Bancorp
Maine
$244K – – –
SFO
536
Stokes Family Office
Louisiana
$243K +$20K +268 +9%
EI
537
Ellevest Inc
New York
$242K +$242K +3,255 New
PWM
538
Penobscot Wealth Management
Maine
$242K -$34.5K -463 -12%
HH
539
Hilltop Holdings
Texas
$241K – – –
FCAM
540
First Citizens Asset Management
North Carolina
$241K +$241K +3,237 New
CT
541
Columbia Trust
Oregon
$238K – – –
IFPG
542
Intrepid Financial Planning Group
Indiana
$238K – – –
SM
543
Sensible Money
Arizona
$238K +$238K +3,200 New
ADL
544
Asset Dedication LLC
California
$238K – – –
CFD
545
Creative Financial Designs
Indiana
$237K -$7.08K -95 -3%
Bessemer Group
546
Bessemer Group
New Jersey
$235K -$1.71M -22,963 -88%
APC
547
Aspire Private Capital
North Carolina
$235K +$235K +3,154 New
CCM
548
Carderock Capital Management
Maryland
$232K – – –
SL
549
Salomon & Ludwin
Virginia
$231K – – –
PFA
550
Pinnacle Family Advisors
Missouri
$231K +$231K +3,097 New
20 21
22
23 24