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iShares US Technology ETF
IYW

Overview Fund Activity

1,064 hedge funds and large institutions have $12.1B invested in iShares US Technology ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 412 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+40
Holders Change %
+3.91%
% of All Funds
15.39%
Holding in Top 10
32
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-28.89%
% of All Funds
0.46%
New
99
Increased
317
Reduced
412
Closed
50
Calls
$11.6M
Puts
$4.96M
Net Calls
+$6.64M
Net Calls Change
+$4.19M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$82.1M
2
DWM
Dynasty Wealth Management
Florida
+$40.1M
3
Two Sigma Investments
Two Sigma Investments
New York
+$36.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$29.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$163M
2
PIM
Parker Investment Management
California
-$80.6M
3
BlackRock
BlackRock
New York
-$77.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$72M
5
LWM
Liberty Wealth Management
California
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
551
J.W. Burns & Co
New York
$864K +$150K +987 +21%
GT
552
Greenleaf Trust
Michigan
$858K – – –
TIAA Trust, National Association
553
TIAA Trust, National Association
North Carolina
$858K +$8.34K +55 +1%
DT
554
Diversified Trust
Tennessee
$855K -$212K -1,400 -20%
LIA
555
LifePlan Investment Advisors
North Carolina
$853K +$19.9K +131 +2%
BWA
556
BCU Wealth Advisors
Illinois
$843K +$33.8K +223 +4%
TW
557
TrinityPoint Wealth
Connecticut
$840K -$7.58K -50 -0.9%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$839K -$71.4K -471 -8%
CCWM
559
Cassaday & Co Wealth Management
Virginia
$834K – – –
NP
560
NorthRock Partners
Minnesota
$833K +$758 +5 +0.1%
AIM
561
Allen Investment Management
New York
$828K – – –
AF
562
Affiance Financial
Minnesota
$818K – – –
CAMG
563
CWA Asset Management Group
Florida
$808K +$808K +5,328 New
ST
564
Spinnaker Trust
Maine
$804K – – –
CG
565
Caprock Group
Idaho
$804K +$804K +5,301 New
PWM
566
Palumbo Wealth Management
New York
$788K – – –
KA
567
Kovack Advisors
Florida
$786K -$132K -871 -14%
CWM
568
Cornerstone Wealth Management
Missouri
$780K +$21.7K +143 +3%
BFS
569
Bradley Foster & Sargent
Connecticut
$778K +$87.9K +580 +13%
QP
570
Quartz Partners
New York
$772K +$772K +5,091 New
MGIA
571
Moneta Group Investment Advisors
Missouri
$772K +$278K +1,832 +56%
TA
572
TrueWealth Advisors
Alabama
$760K -$50K -330 -6%
CIA
573
Choate Investment Advisors
Massachusetts
$751K – – –
TFS
574
Thoroughbred Financial Services
Tennessee
$750K +$76.7K +506 +11%
SC
575
Savant Capital
Illinois
$747K +$80.2K +529 +12%
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