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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 %
ECM
651
Evergreen Capital Management
Washington
$337K – – –
LFA
652
Legacy Financial Advisors
Kentucky
$336K – – –
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$336K – – –
BHWM
654
Beaird Harris Wealth Management
Texas
$334K -$9.21K -75 -3%
RFN
655
Redwood Financial Network
Ohio
$333K +$736 +6 +0.2%
NAS
656
Nicolet Advisory Services
Wisconsin
$333K -$10.7K -91 -3%
CI
657
Ceera Investments
Texas
$331K – – –
EP
658
EPIQ Partners
Minnesota
$329K – – –
CA
659
Calton & Associates
Florida
$329K +$329K +2,680 New
ESB
660
Essex Savings Bank
Connecticut
$329K – – –
QWM
661
Quadcap Wealth Management
Texas
$329K +$329K +2,678 New
PPW
662
Presilium Private Wealth
Pennsylvania
$327K – – –
TFS
663
Thoroughbred Financial Services
Tennessee
$326K +$326K +2,661 New
SL
664
Salomon & Ludwin
Virginia
$325K – – –
Fifth Third Bancorp
665
Fifth Third Bancorp
Ohio
$325K +$77.6K +632 +31%
ONSWM
666
Old North State Wealth Management
North Carolina
$323K +$737 +6 +0.2%
LIM
667
Leavell Investment Management
Alabama
$322K +$4.3K +35 +1%
HP
668
HT Partners
Connecticut
$321K – – –
NF
669
Norwood Financial
Pennsylvania
$321K – – –
FCCM
670
First City Capital Management
Georgia
$319K – – –
RIA
671
Realta Investment Advisors
Delaware
$319K -$9.08K -74 -3%
FLPIM
672
F.L. Putnam Investment Management
Massachusetts
$319K – – –
RFA
673
Resurgent Financial Advisors
Georgia
$315K +$160K +1,305 +104%
PIP
674
Peachtree Investment Partners
Florida
$314K -$30.3K -247 -9%
JCM
675
Jacobi Capital Management
Pennsylvania
$312K – – –
25 26
27
28 29