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iShares US Technology ETF

968 hedge funds and large institutions have $10.6B invested in iShares US Technology ETF in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 388 increasing their positions, 276 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+22
Holders Change %
+2.33%
% of All Funds
14.03%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.52%
New
105
Increased
388
Reduced
276
Closed
65
Calls
$19.6M
Puts
$13.2M
Net Calls
+$6.36M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
651
SOA Wealth Advisors
New York
$414K +$135 +1 +0%
IFPG
652
Intrepid Financial Planning Group
Indiana
$412K -$6.75K -50 -2%
WAS
653
WESPAC Advisors SoCal
California
$407K
PWM
654
Penobscot Wealth Management
Maine
$406K +$270 +2 +0.1%
MCM
655
Manchester Capital Management
Vermont
$405K
CCM
656
Carderock Capital Management
Maryland
$405K
CGA
657
Crescent Grove Advisors
Illinois
$405K
FLPIM
658
F.L. Putnam Investment Management
Massachusetts
$404K +$52.8K +391 +15%
WHCI
659
W.H. Cornerstone Investments
Massachusetts
$398K -$147K -1,089 -27%
CCM
660
Coldstream Capital Management
Washington
$397K +$146K +1,080 +58%
TPCW
661
TD Private Client Wealth
New York
$395K +$251K +1,857 +175%
EI
662
Ellevest Inc
New York
$392K -$47.5K -352 -11%
BTWM
663
Baker Tilly Wealth Management
Wisconsin
$392K -$110K -814 -22%
LWA
664
Lantern Wealth Advisors
New York
$392K +$92.4K +684 +31%
NLP
665
Next Level Private
New York
$391K +$391K +2,896 New
PFWA
666
Paces Ferry Wealth Advisors
Georgia
$390K +$270 +2 +0.1%
MSFS
667
Main Street Financial Solutions
Pennsylvania
$385K +$135 +1 +0%
WA
668
Waverly Advisors
Alabama
$382K +$382K +2,827 New
RFN
669
Redwood Financial Network
Ohio
$381K +$14.6K +108 +4%
NAS
670
Nicolet Advisory Services
Wisconsin
$380K
AMG
671
Asset Management Group
Connecticut
$378K
SIS
672
Sound Income Strategies
Florida
$378K +$133K +982 +54%
LA
673
Lifeworks Advisors
Michigan
$376K +$376K +2,786 New
BHPW
674
Beverly Hills Private Wealth
California
$376K -$26.5K -196 -7%
ECM
675
Evergreen Capital Management
Washington
$370K