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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 %
BFA
601
Beacon Financial Advisory
Ohio
$828K +$51.4K +322 +7%
KNW
602
Kesler Norman & Wride
Utah
$828K +$186K +1,164 +29%
CA
603
Clearstead Advisors
Ohio
$827K +$175K +1,100 +27%
TFS
604
Thoroughbred Financial Services
Tennessee
$821K +$31.6K +198 +4%
BFS
605
Bradley Foster & Sargent
Connecticut
$809K -$9.41K -59 -1%
TA
606
TrueWealth Advisors
Alabama
$807K +$7.34K +46 +0.9%
Qube Research & Technologies (QRT)
607
Qube Research & Technologies (QRT)
United Kingdom
$807K +$491K +3,080 +156%
KA
608
Kovack Advisors
Florida
$805K -$21.4K -134 -3%
BP
609
BBR Partners
New York
$805K +$805K +5,048 New
MGIA
610
Moneta Group Investment Advisors
Missouri
$796K -$16K -100 -2%
CIA
611
Choate Investment Advisors
Massachusetts
$790K – – –
MCM
612
Mainstream Capital Management
California
$789K +$10.1K +63 +1%
Empower Advisory Group
613
Empower Advisory Group
Colorado
$786K +$84.5K +530 +12%
VPF
614
Vantage Point Financial
Illinois
$785K +$785K +4,920 New
TSMHT
615
Thurston Springer Miller Herd & Titak
Indiana
$778K +$56.8K +356 +8%
PBF
616
Petix & Botte Financial
California
$777K +$464K +2,910 +148%
RW
617
Rede Wealth
Virginia
$777K – – –
OAM
618
Occidental Asset Management
California
$773K – – –
SSA
619
Sierra Summit Advisors
Nevada
$768K – – –
SF
620
Synovus Financial
Georgia
$764K – – –
AF
621
Affiance Financial
Minnesota
$760K -$100K -629 -12%
SFS
622
Symphony Financial Services
Ohio
$760K -$23.6K -148 -3%
RBFC
623
Roman Butler Fullerton & Co
Missouri
$755K +$157 +1 +0%
AWM
624
Avior Wealth Management
Nebraska
$754K +$401K +2,516 +114%
JWBC
625
J.W. Burns & Co
New York
$749K -$159K -999 -18%
23 24
25
26 27