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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 %
TFG
701
Tilson Financial Group
New Jersey
$287K +$287K +2,334 New
ZF
702
Zhang Financial
Michigan
$287K +$287K +2,337 New
OP
703
ORG Partners
Indiana
$287K +$280K +2,281 +4,304%
LJAC
704
L.J. Altfest & Co
New York
$286K – – –
IP
705
Ignite Planners
California
$286K -$87K -728 -23%
WIP
706
WealthCare Investment Partners
Rhode Island
$285K +$30.4K +252 +12%
WCG
707
Weaver Consulting Group
California
$281K – – –
KA
708
Kure Advisory
Minnesota
$280K -$89.5K -729 -24%
MAS
709
Madden Advisory Services
Florida
$279K -$7K -57 -2%
CMS
710
Capital Market Strategies
Florida
$278K – – –
MCC
711
Money Concepts Capital
Florida
$277K +$2.58K +21 +0.9%
FMTC
712
Farmers & Merchants Trust Company
California
$277K – – –
CSWM
713
Cassady Schiller Wealth Management
Ohio
$277K – – –
HPC
714
HM Payson & Co
Maine
$276K – – –
AIM
715
Anchor Investment Management
South Carolina
$276K -$737 -6 -0.3%
BBW
716
Blue Barn Wealth
Utah
$275K +$368 +3 +0.1%
CPIG
717
Chicago Partners Investment Group
Illinois
$275K +$260 +2 +0.1%
HWA
718
HHM Wealth Advisors
Tennessee
$275K – – –
Simplex Trading
719
Simplex Trading
Illinois
$275K +$275K +2,245 New
LWA
720
Lantern Wealth Advisors
New York
$272K +$272K +2,216 New
EL
721
EWA LLC
Pennsylvania
$271K – – –
BFPW
722
BOK Financial Private Wealth
Colorado
$270K -$135K -1,100 -33%
AMG
723
Advisors Management Group
Wisconsin
$270K – – –
MWM
724
Mission Wealth Management
California
$266K +$266K +2,168 New
TA
725
TFB Advisors
Kansas
$265K +$265K +2,162 New
27 28
29
30 31