IYW icon

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
13.24%
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 %
TGAM
576
TBH Global Asset Management
Tennessee
$332K +$5.77K +55 +2%
IFPG
577
Intrepid Financial Planning Group
Indiana
$330K -$5.25K -50 -2%
SAS
578
Stelac Advisory Services
New York
$330K – – –
BHPW
579
Beverly Hills Private Wealth
California
$330K -$258K -2,462 -44%
IP
580
Ignite Planners
California
$330K -$11.9K -113 -3%
LIA
581
LifePlan Investment Advisors
North Carolina
$328K -$65.2K -621 -17%
AWA
582
Arkadios Wealth Advisors
Georgia
$327K +$19.6K +187 +6%
CCM
583
Carderock Capital Management
Maryland
$327K – – –
SL
584
Salomon & Ludwin
Virginia
$325K – – –
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$323K -$76.1K -725 -19%
SWA
586
SOA Wealth Advisors
New York
$321K – – –
Neuberger Berman Group
587
Neuberger Berman Group
New York
$321K +$10.2K +97 +3%
FA
588
Flagstar Advisors
New York
$318K +$318K +3,032 New
CWA
589
Clearview Wealth Advisors
Oregon
$316K -$256K -2,442 -45%
KA
590
Kure Advisory
Minnesota
$316K +$316K +3,009 New
MCM
591
Manchester Capital Management
Vermont
$315K – – –
WAS
592
WESPAC Advisors SoCal
California
$315K – – –
DWM
593
Dakota Wealth Management
Florida
$315K +$315K +3,000 New
HIM
594
Hanlon Investment Management
New Jersey
$312K -$396K -3,778 -56%
NAS
595
Nicolet Advisory Services
Wisconsin
$308K +$9.62K +91 +3%
GA
596
GFS Advisors
Texas
$308K +$308K +2,935 New
HIS
597
Harvest Investment Services
Illinois
$306K -$133K -1,264 -30%
PFWA
598
Paces Ferry Wealth Advisors
Georgia
$302K – – –
Betterment LLC
599
Betterment LLC
New York
$301K +$5.24K +50 +2%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$299K +$42.1K +401 +16%
22 23
24
25 26