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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
576
FPC Investment Advisory
California
$923K -$295K -1,847 -24%
CAMG
577
CWA Asset Management Group
Florida
$906K +$56.2K +352 +7%
GT
578
Greenleaf Trust
Michigan
$902K – – –
DT
579
Diversified Trust
Tennessee
$900K – – –
JSW
580
Journey Strategic Wealth
New Jersey
$898K +$284K +1,780 +46%
AWM
581
Aprio Wealth Management
Georgia
$897K -$79.8K -500 -8%
MWM
582
Maripau Wealth Management
Indiana
$888K +$888K +5,569 New
CFP
583
Comprehensive Financial Planning
Pennsylvania
$884K +$884K +5,544 New
TW
584
TrinityPoint Wealth
Connecticut
$884K – – –
NEWAS
585
N.E.W. Advisory Services
Wisconsin
$883K -$81.7K -512 -8%
CIAS
586
Capital Investment Advisory Services
North Carolina
$882K +$98.7K +619 +13%
CCWM
587
Cassaday & Co Wealth Management
Virginia
$877K – – –
NP
588
NorthRock Partners
Minnesota
$876K – – –
AIM
589
Allen Investment Management
New York
$872K – – –
ISFAN
590
Investor's Fiduciary Advisor Network
Washington
$870K +$870K +5,455 New
CD
591
Chapin Davis
Maryland
$867K – – –
CWP
592
Concord Wealth Partners
Virginia
$866K -$77.4K -485 -8%
LIA
593
LifePlan Investment Advisors
North Carolina
$857K -$40.2K -252 -4%
WAM
594
Worth Asset Management
Texas
$849K +$849K +5,322 New
AWM
595
Apex Wealth Management
New Hampshire
$848K +$848K +5,318 New
PCM
596
Presidio Capital Management
California
$841K +$166K +1,042 +25%
UF
597
Univest Financial
Pennsylvania
$837K -$79K -495 -9%
PRS
598
Pinkerton Retirement Specialists
Idaho
$835K -$9.13M -57,259 -92%
BWA
599
BCU Wealth Advisors
Illinois
$834K -$53.4K -335 -6%
PWM
600
Palumbo Wealth Management
New York
$830K – – –
22 23
24
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