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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 %
CP
576
Camelot Portfolios
Ohio
$489K +$489K +3,980 New
HP
577
Hilltop Partners
Indiana
$484K +$123 +1 +0%
WWM
578
WT Wealth Management
Arizona
$482K +$482K +3,928 New
OCPWS
579
One Charles Private Wealth Services
Massachusetts
$481K – – –
D
580
Dentgroup
Louisiana
$475K -$785K -6,397 -62%
RF
581
RHS Financial
California
$475K +$37.4K +305 +9%
PA
582
PFG Advisors
Arizona
$474K -$65.5K -534 -12%
FM
583
Family Management
New York
$474K – – –
CWA
584
Clearview Wealth Advisors
Oregon
$473K +$103K +840 +28%
LFAS
585
Level Four Advisory Services
Texas
$473K -$130K -1,062 -22%
GWA
586
GGM Wealth Advisors
Maryland
$472K – – –
NCM
587
Northwest Capital Management
Oregon
$465K +$12.2K +99 +3%
MWM
588
Modera Wealth Management
New Jersey
$465K -$44.3K -361 -9%
RT
589
Rockland Trust
Massachusetts
$465K -$115K -940 -20%
GC
590
Garde Capital
Washington
$461K -$36.8K -300 -7%
VFA
591
Valeo Financial Advisors
Indiana
$461K -$5.4K -44 -1%
SI
592
Saxon Interests
Texas
$458K +$458K +3,732 New
GW
593
GW & Wade
Massachusetts
$457K -$29.5K -240 -6%
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$456K -$60.4K -492 -12%
AWA
595
Arete Wealth Advisors
Illinois
$455K +$130K +1,063 +40%
DWM
596
Dakota Wealth Management
Florida
$453K +$85.2K +694 +23%
HIM
597
Hanlon Investment Management
New Jersey
$452K +$87.9K +716 +24%
SFA
598
Sequoia Financial Advisors
Ohio
$450K +$368 +3 +0.1%
GCP
599
GSA Capital Partners
United Kingdom
$446K +$446K +3,634 New
NGA
600
Naples Global Advisors
Florida
$442K – – –
22 23
24
25 26