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iShares US Technology ETF
IYW

Overview Fund Activity

1,024 hedge funds and large institutions have $12.2B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 382 increasing their positions, 292 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+56
Holders Change %
+5.79%
% of All Funds
14.89%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
118
Increased
382
Reduced
292
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.91M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$97.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$79.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
4
PIM
Parker Investment Management
California
+$49.5M
5
PCH
PGIM Custom Harvest
New Jersey
+$38.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$137M
2
DWM
Dynasty Wealth Management
Florida
-$36.4M
3
BlackRock
BlackRock
New York
-$20M
4
Citadel Advisors
Citadel Advisors
Florida
-$15.4M
5
Wells Fargo
Wells Fargo
California
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
651
Peachtree Investment Partners
Florida
$505K +$195K +1,294 +63%
RIA
652
Realta Investment Advisors
Delaware
$497K – – –
APP
653
Avantax Planning Partners
Iowa
$495K – – –
ONSWM
654
Old North State Wealth Management
North Carolina
$494K -$28.9K -192 -6%
LWA
655
Lantern Wealth Advisors
New York
$492K +$55.5K +369 +13%
MGIA
656
Moneta Group Investment Advisors
Missouri
$490K +$141K +937 +40%
UB
657
Umpqua Bank
Oregon
$482K – – –
ADL
658
Asset Dedication LLC
California
$482K – – –
SM
659
Sensible Money
Arizona
$482K – – –
Fisher Asset Management
660
Fisher Asset Management
Washington
$480K +$480K +3,189 New
CGA
661
Crescent Grove Advisors
Illinois
$476K +$24.5K +163 +5%
CCWM
662
Correct Capital Wealth Management
Missouri
$471K – – –
SIC
663
Samalin Investment Counsel
New York
$470K +$2.26K +15 +0.5%
SAM
664
Strategy Asset Managers
California
$468K +$51.1K +469 +12%
TGAM
665
TBH Global Asset Management
Tennessee
$465K – – –
PWM
666
Penobscot Wealth Management
Maine
$465K -$4.69K -30 -1%
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$462K +$11.6K +77 +3%
SL
668
Stevard LLC
Illinois
$460K +$76.9K +511 +20%
KWM
669
Kingsview Wealth Management
Oregon
$458K -$16.1K -107 -3%
PFP
670
Pinnacle Financial Partners
Tennessee
$458K -$22.7K -151 -5%
CFO
671
CVA Family Office
Colorado
$456K -$30.1K -200 -6%
WAS
672
WESPAC Advisors SoCal
California
$453K – – –
RFN
673
Redwood Financial Network
Ohio
$453K +$28K +186 +7%
SL
674
Salomon & Ludwin
Virginia
$452K -$14.7K -98 -3%
MCM
675
Manchester Capital Management
Vermont
$452K – – –
25 26
27
28 29