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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 %
BTWM
526
Baker Tilly Wealth Management
Wisconsin
$442K -$516K -4,920 -54%
FAIM
527
Financial Advocates Investment Management
Washington
$440K -$1.31M -12,719 -75%
MWM
528
Modera Wealth Management
New Jersey
$435K -$27.1K -258 -6%
GC
529
Garde Capital
Washington
$426K – – –
BFA
530
Beacon Financial Advisory
Ohio
$425K -$101K -966 -19%
GS
531
GTS Securities
New York
$420K +$420K +4,002 New
SC
532
Soundwatch Capital
Connecticut
$419K -$889K -8,476 -68%
GW
533
GW & Wade
Massachusetts
$416K – – –
HP
534
Hilltop Partners
Indiana
$414K -$36.8K -351 -8%
CWM
535
Certus Wealth Management
California
$413K +$5.46K +52 +1%
WJA
536
Willis Johnson & Associates
Texas
$412K +$111K +1,055 +37%
OCPWS
537
One Charles Private Wealth Services
Massachusetts
$411K – – –
HIA
538
Harbor Investment Advisory
Maryland
$407K -$12.8K -122 -3%
FM
539
Family Management
New York
$405K – – –
RIM
540
Redwood Investment Management
Arizona
$404K +$404K +3,851 New
BSW
541
Buckingham Strategic Wealth
Missouri
$401K +$401K +3,824 New
TLFA
542
True Link Financial Advisors
California
$400K -$140K -1,335 -26%
VFA
543
Valeo Financial Advisors
Indiana
$398K +$4.83K +46 +1%
WP
544
WealthPLAN Partners
Nebraska
$393K -$259K -2,469 -40%
SQA
545
Simon Quick Advisors
New Jersey
$389K – – –
NCM
546
Northwest Capital Management
Oregon
$387K +$525 +5 +0.1%
EFH
547
Eaton Financial Holdings
Florida
$386K +$386K +3,680 New
SFA
548
Sequoia Financial Advisors
Ohio
$385K +$112K +1,066 +41%
SPI
549
Sutton Place Investors
New York
$384K -$150K -1,430 -28%
GWA
550
GGM Wealth Advisors
Maryland
$383K – – –
20 21
22
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