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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 %
EWM
551
Executive Wealth Management
Michigan
$229K +$202K +2,707 +728%
SWA
552
SOA Wealth Advisors
New York
$227K +$447 +6 +0.2%
AllianceBernstein
553
AllianceBernstein
Tennessee
$226K -$637K -8,545 -74%
WAS
554
WESPAC Advisors SoCal
California
$223K -$223K -3,000 -50%
MC
555
Moors & Cabot
Massachusetts
$221K +$221K +2,972 New
CWM
556
Cahaba Wealth Management
Georgia
$220K – – –
RIA
557
Realta Investment Advisors
Delaware
$219K +$13.3K +179 +6%
KIG
558
Kowal Investment Group
Wisconsin
$217K +$217K +2,909 New
AB
559
Atlas Brown
Kentucky
$215K – – –
PFWA
560
Paces Ferry Wealth Advisors
Georgia
$214K +$745 +10 +0.3%
RFN
561
Redwood Financial Network
Ohio
$212K +$596 +8 +0.3%
GBWM
562
Granite Bay Wealth Management
New Hampshire
$212K +$212K +2,850 New
MCCA
563
Mill Creek Capital Advisors
Pennsylvania
$211K +$211K +2,832 New
LJAC
564
L.J. Altfest & Co
New York
$209K – – –
Renaissance Technologies
565
Renaissance Technologies
New York
$209K +$209K +2,800 New
AMG
566
Asset Management Group
Connecticut
$209K – – –
Franklin Resources
567
Franklin Resources
California
$209K – – –
BHWM
568
Beaird Harris Wealth Management
Texas
$209K – – –
NF
569
Norwood Financial
Pennsylvania
$206K -$5.21K -70 -2%
LFA
570
Legacy Financial Advisors
Kentucky
$204K – – –
TPCW
571
TD Private Client Wealth
New York
$202K -$35.3K -474 -15%
AI
572
Accredited Investors
Minnesota
$201K +$201K +2,701 New
BWA
573
BDO Wealth Advisors
Florida
$195K – – –
WTC
574
WhitTier Trust Company
Nevada
$194K -$7.45K -100 -4%
CFO
575
CVA Family Office
Colorado
$194K +$194K +2,600 New
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23
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