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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 %
WA
551
Wealthstream Advisors
New York
$567K +$567K +4,623 New
SPI
552
Sutton Place Investors
New York
$567K +$118K +962 +26%
LIA
553
LifePlan Investment Advisors
North Carolina
$544K +$160K +1,302 +42%
WF
554
Warner Financial
Maryland
$543K – – –
SC
555
Savant Capital
Illinois
$542K +$6.02K +49 +1%
FGA
556
Fortis Group Advisors
New Jersey
$542K +$17K +180 +3%
CC
557
Courier Capital
New York
$540K – – –
Empower Advisory Group
558
Empower Advisory Group
Colorado
$536K +$2.33K +19 +0.4%
MPM
559
Meritage Portfolio Management
Kansas
$535K -$125K -1,018 -19%
XF
560
XML Financial
Maryland
$533K +$246 +2 +0%
ARC
561
Advisor Resource Council
Texas
$531K +$531K +4,323 New
HH
562
Hilltop Holdings
Texas
$528K +$90.2K +735 +21%
DLCIG
563
D.L. Carlson Investment Group
New Hampshire
$527K -$93.2K -704 -15%
CWM
564
Chesapeake Wealth Management
Virginia
$520K -$13K -106 -2%
Neuberger Berman Group
565
Neuberger Berman Group
New York
$515K +$140K +1,139 +37%
GFP
566
Gryphon Financial Partners
Ohio
$515K -$16K -130 -3%
BFS
567
Bradley Foster & Sargent
Connecticut
$510K – – –
TF
568
Theory Financial
Colorado
$505K +$211K +1,718 +72%
SQA
569
Simon Quick Advisors
New Jersey
$505K +$49.8K +406 +11%
HIA
570
Harbor Investment Advisory
Maryland
$504K +$28.7K +234 +6%
WIA
571
Wetzel Investment Advisors
Indiana
$503K +$503K +4,100 New
GVAG
572
Great Valley Advisor Group
Delaware
$499K -$157K -1,279 -24%
WHCI
573
W.H. Cornerstone Investments
Massachusetts
$496K -$257K -2,089 -34%
SAM
574
Strategy Asset Managers
California
$494K -$29K -236 -6%
WJA
575
Willis Johnson & Associates
Texas
$491K +$9.08K +74 +2%
21 22
23
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