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iShares US Technology ETF
IYW

Overview Fund Activity

830 hedge funds and large institutions have $6.43B invested in iShares US Technology ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 392 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
13.24%
Holding in Top 10
17
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-56.41%
% of All Funds
0.27%
New
73
Increased
152
Reduced
392
Closed
58
Calls
$14.9M
Puts
$21.9M
Net Calls
-$6.93M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$115M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$49.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$18.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$16.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M
2
BlackRock
2
BlackRock
New York
$133M
3
LPL Financial
3
LPL Financial
California
$281M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$75.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
651
Madden Advisory Services
Florida
$245K -$31.5K -300 -11%
LJAC
652
L.J. Altfest & Co
New York
$244K – – –
CWM
653
Chemistry Wealth Management
New York
$244K – – –
AWM
654
Alterna Wealth Management
Texas
$243K -$765K -7,288 -76%
ACA
655
Aptus Capital Advisors
Alabama
$242K +$96K +915 +66%
WCG
656
Weaver Consulting Group
California
$241K +$7.34K +70 +3%
FMTC
657
Farmers & Merchants Trust Company
California
$237K – – –
CSWM
658
Cassady Schiller Wealth Management
Ohio
$237K +$3.15K +30 +1%
AIM
659
Anchor Investment Management
South Carolina
$236K – – –
HPC
660
HM Payson & Co
Maine
$236K – – –
CMS
661
Capital Market Strategies
Florida
$236K – – –
HWA
662
HHM Wealth Advisors
Tennessee
$235K -$42.1K -401 -15%
BBW
663
Blue Barn Wealth
Utah
$235K – – –
MCC
664
Money Concepts Capital
Florida
$235K -$8.4K -80 -3%
EL
665
EWA LLC
Pennsylvania
$235K – – –
CTC
666
Central Trust Company
Missouri
$234K – – –
Russell Investments Group
667
Russell Investments Group
United Kingdom
$233K +$142K +1,352 +155%
AMG
668
Advisors Management Group
Wisconsin
$231K -$14.7K -140 -6%
VCA
669
Verdence Capital Advisors
Maryland
$227K +$30.4K +290 +15%
WIP
670
WealthCare Investment Partners
Rhode Island
$224K – – –
AT
671
Arvest Trust
Oklahoma
$223K -$16.8K -160 -7%
CPIG
672
Chicago Partners Investment Group
Illinois
$223K -$1.37K -13 -0.6%
WP
673
WMS Partners
Maryland
$222K -$23.6K -225 -10%
CFFP
674
Center for Financial Planning
Michigan
$220K – – –
BBNA
675
Bremer Bank National Association
Minnesota
$219K -$78K -743 -26%
25 26
27
28 29