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iShares US Technology ETF
IYW

Overview Fund Activity

700 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 223 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+118
Holders Change %
+20.27%
% of All Funds
11.29%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.34%
New
171
Increased
223
Reduced
172
Closed
37
Calls
$7.02M
Puts
$2.48M
Net Calls
+$4.54M
Net Calls Change
-$868K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$807M
2
AWA
2
Arete Wealth Advisors
Illinois
$277M
3
BlackRock
3
BlackRock
New York
$134M
4
LPL Financial
4
LPL Financial
California
$235M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.51M
2
PS
2
Portfolio Strategies
New York
$0
3
CI
3
CX Institutional
Indiana
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$96.8K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
676
Lindbrook Capital
California
$7.45K +$7.45K +100 New
CSB
677
City State Bank
Iowa
$7K – – –
ANBT
678
American National Bank & Trust
Texas
$7K – – –
IRC
679
Investors Research Corp
Georgia
$6.11K – – –
RG
680
Retirement Group
California
$6K +$6K +84 New
PAIM
681
Punch & Associates Investment Management
Minnesota
$5.31K – – –
FCA
682
FinTrust Capital Advisors
South Carolina
$5.29K +$5.29K +71 New
SGC
683
Slocum, Gordon & Co
Rhode Island
$5.07K +$5.07K +68 New
OSAM
684
O'Shaughnessy Asset Management
Connecticut
$4.69K – – –
RBC
685
Romano Brothers & Co
Illinois
$4.25K +$4.25K +57 New
TSW
686
Thompson Siegel & Walmsley
Virginia
$4K – – –
HCM
687
Hollencrest Capital Management
California
$3.35K +$3.35K +45 New
EAM
688
Empirical Asset Management
Massachusetts
$2.69K +$2.69K +36,100 New
AFG
689
Albion Financial Group
Utah
$2.68K – – –
CA
690
Centerpoint Advisors
Massachusetts
$2K +$2K +28 New
CA
691
Crewe Advisors
Utah
$1.42K – – –
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$1.34K +$1.34K +18 New
FWA
693
Freedom Wealth Alliance
Wisconsin
$1.27K +$1.27K +17 New
WT
694
Whittier Trust
California
$1.19K +$1.19K +16 New
BAM
695
Bellevue Asset Management
Washington
$1.1K -$2.21K -30 -67%
KOMWMG
696
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1K +$1K +16 New
PFBT
697
Parkside Financial Bank & Trust
Missouri
$603 – – –
OC
698
Oakworth Capital
Alabama
$521 +$521 +7 New
MAWA
699
Moss Adams Wealth Advisors
Washington
$225 +$225 +3 New
GWS
700
Glassman Wealth Services
Virginia
$223 – – –
26 27
28
29 30