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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 %
QCM
626
QRG Capital Management
Illinois
$749K +$139K +870 +23%
SIM
627
Stratos Investment Management
Ohio
$748K +$331K +2,072 +79%
APWM
628
Anchor Pointe Wealth Management
Missouri
$748K +$748K +4,647 New
CWM
629
Cornerstone Wealth Management
Missouri
$747K -$72.9K -457 -9%
SFA
630
Sequoia Financial Advisors
Ohio
$746K +$200K +1,255 +37%
EWM
631
Executive Wealth Management
Michigan
$743K – – –
HVIA
632
Hudson Valley Investment Advisors
New York
$740K – – –
RWA
633
Redhawk Wealth Advisors
Minnesota
$738K +$5.74K +36 +0.8%
WA
634
Wealthstream Advisors
New York
$737K – – –
LF
635
Lighthouse Financial
Florida
$734K +$734K +4,600 New
HIA
636
Harbor Investment Advisory
Maryland
$732K +$63.8K +400 +10%
OCM
637
One Capital Management
California
$720K -$4.79M -30,033 -87%
CWG
638
Cornerstone Wealth Group
North Carolina
$719K -$1.91K -12 -0.3%
ST
639
Spinnaker Trust
Maine
$718K -$128K -800 -15%
GWSG
640
GPS Wealth Strategies Group
Colorado
$716K +$127K +798 +22%
MWM
641
Mission Wealth Management
California
$716K +$370K +2,320 +107%
SCM
642
Schnieders Capital Management
California
$713K -$287K -1,800 -29%
CCB
643
Cutter & Co Brokerage
Missouri
$708K -$76.2K -478 -10%
WIA
644
Wetzel Investment Advisors
Indiana
$704K +$7.5K +47 +1%
CC
645
Courier Capital
New York
$702K -$2.39K -15 -0.3%
XF
646
XML Financial
Maryland
$701K +$11.6K +73 +2%
AWA
647
Adapt Wealth Advisors
Georgia
$701K -$31.9K -200 -4%
EFG
648
Elios Financial Group
Ohio
$698K -$798 -5 -0.1%
MPM
649
Meritage Portfolio Management
Kansas
$696K – – –
HKIMG
650
Hutchens & Kramer Investment Management Group
Indiana
$689K -$19.5K -122 -3%
24 25
26
27 28