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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 %
CAMG
526
CWA Asset Management Group
Florida
$653K -$67.8K -552 -9%
ST
527
Spinnaker Trust
Maine
$651K +$31.3K +255 +5%
SG
528
StoneX Group
New York
$648K +$221K +1,804 +52%
IA
529
IMZ Advisory
Florida
$648K +$648K +4,951 New
MA
530
MKT Advisors
California
$640K -$233K -1,978 -27%
PWM
531
Palumbo Wealth Management
New York
$638K – – –
CCWM
532
Cassaday & Co Wealth Management
Virginia
$626K – – –
RBFC
533
Roman Butler Fullerton & Co
Missouri
$620K +$776 +6 +0.1%
UCMOK
534
United Capital Management of KS
Kansas
$615K -$33.5K -273 -5%
WTB
535
Washington Trust Bank
Washington
$611K – – –
HVIA
536
Hudson Valley Investment Advisors
New York
$609K +$84.5K +700 +16%
LA
537
LexAurum Advisors
Kansas
$605K +$57.1K +465 +10%
CIAS
538
Capital Investment Advisory Services
North Carolina
$601K -$11.4K -93 -2%
CCB
539
Cutter & Co Brokerage
Missouri
$598K +$1.11K +9 +0.2%
RW
540
Rede Wealth
Virginia
$598K – – –
ES
541
Eagle Strategies
New York
$595K – – –
SSA
542
Sierra Summit Advisors
Nevada
$591K +$591K +4,812 New
O3W
543
Omni 360 Wealth
New Jersey
$587K +$587K +4,780 New
MCM
544
MV Capital Management
Maryland
$577K – – –
AG
545
AlTi Global
New York
$574K +$574K +4,680 New
JWBC
546
J.W. Burns & Co
New York
$574K – – –
BWA
547
BCU Wealth Advisors
Illinois
$573K +$573K +4,664 New
BFA
548
Beacon Financial Advisory
Ohio
$572K +$74.8K +609 +15%
RIM
549
Redwood Investment Management
Arizona
$569K +$96.2K +784 +20%
EWM
550
Executive Wealth Management
Michigan
$568K -$10.4K -85 -2%
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