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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 %
IFPG
626
Intrepid Financial Planning Group
Indiana
$381K -$6.14K -50 -2%
TGAM
627
TBH Global Asset Management
Tennessee
$380K -$8.72K -71 -2%
Betterment LLC
628
Betterment LLC
New York
$378K +$25.5K +208 +7%
SWA
629
SOA Wealth Advisors
New York
$376K +$368 +3 +0.1%
WAS
630
WESPAC Advisors SoCal
California
$369K +$1.23K +10 +0.3%
PWM
631
Penobscot Wealth Management
Maine
$369K -$26.3K -214 -7%
CCM
632
Carderock Capital Management
Maryland
$368K -$14.7K -120 -4%
MCM
633
Manchester Capital Management
Vermont
$368K – – –
CGA
634
Crescent Grove Advisors
Illinois
$368K +$368K +2,999 New
BSW
635
Buckingham Strategic Wealth
Missouri
$366K -$103K -839 -22%
BHPW
636
Beverly Hills Private Wealth
California
$366K -$20K -163 -5%
WAP
637
Wealthcare Advisory Partners
Pennsylvania
$357K -$20.4K -166 -5%
DZ Bank
638
DZ Bank
Germany
$355K +$164K +1,333 +85%
PFWA
639
Paces Ferry Wealth Advisors
Georgia
$354K +$491 +4 +0.1%
CCMG
640
Clark Capital Management Group
Pennsylvania
$353K +$52K +424 +17%
MSFS
641
Main Street Financial Solutions
Pennsylvania
$350K +$614 +5 +0.2%
AB
642
Atlas Brown
Kentucky
$350K +$2.09K +17 +0.6%
MCCA
643
Mill Creek Capital Advisors
Pennsylvania
$348K – – –
KIG
644
Kowal Investment Group
Wisconsin
$344K +$108K +877 +45%
AMG
645
Asset Management Group
Connecticut
$344K – – –
EWM
646
Evercore Wealth Management
New York
$344K – – –
HIS
647
Harvest Investment Services
Illinois
$340K -$18.4K -150 -5%
3IP
648
3Chopt Investment Partners
Virginia
$338K +$338K +2,750 New
BPA
649
Beacon Pointe Advisors
California
$337K +$8.72K +71 +3%
HTIM
650
Harbour Trust & Investment Management
Indiana
$337K +$337K +2,744 New
24 25
26
27 28