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iShares US Technology ETF

968 hedge funds and large institutions have $10.6B invested in iShares US Technology ETF in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 388 increasing their positions, 276 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+22
Holders Change %
+2.33%
% of All Funds
14.03%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.52%
New
105
Increased
388
Reduced
276
Closed
65
Calls
$19.6M
Puts
$13.2M
Net Calls
+$6.36M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OCPWS
601
One Charles Private Wealth Services
Massachusetts
$529K
AWM
602
Axxcess Wealth Management
California
$525K +$525K +3,889 New
IA
603
IMZ Advisory
Florida
$523K -$146K -1,079 -22%
RZH
604
Relyea Zuckerberg Hanson
Connecticut
$523K +$523K +3,870 New
ECA
605
Elevated Capital Advisors
Utah
$522K +$522K +3,868 New
FM
606
Family Management
New York
$521K
Betterment LLC
607
Betterment LLC
New York
$521K +$105K +780 +25%
DLCIG
608
D.L. Carlson Investment Group
New Hampshire
$519K -$18.1K -134 -3%
SFA
609
Sequoia Financial Advisors
Ohio
$519K +$22.8K +169 +5%
SAM
610
Strategy Asset Managers
California
$518K -$26.1K -193 -5%
WWM
611
WT Wealth Management
Arizona
$514K -$16.6K -123 -3%
GC
612
Guidance Capital
Kentucky
$511K +$222K +1,692 +77%
GC
613
Garde Capital
Washington
$507K
FP
614
Fiduciary Planning
Florida
$498K +$498K +3,684 New
SEM
615
Strategic Equity Management
Arizona
$492K +$492K +3,643 New
GWA
616
GGM Wealth Advisors
Maryland
$490K +$538 +4 +0.1%
HIM
617
Hanlon Investment Management
New Jersey
$489K -$8.37K -62 -2%
NGA
618
Naples Global Advisors
Florida
$486K
TA
619
TFG Advisers
Michigan
$483K +$270 +2 +0.1%
RFP
620
Root Financial Partners
California
$481K
MCCA
621
Mill Creek Capital Advisors
Pennsylvania
$480K +$97.9K +725 +26%
AWA
622
Arkadios Wealth Advisors
Georgia
$480K +$9.72K +72 +2%
DWM
623
Drive Wealth Management
Utah
$477K
KCM
624
Kanawha Capital Management
Virginia
$474K
LFAS
625
Level Four Advisory Services
Texas
$473K