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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
701
Oxinas Partners Wealth Management
Indiana
$547K +$160 +1 +0%
RW
702
RVW Wealth
California
$544K +$544K +3,413 New
EM
703
ELCO Management
New York
$544K +$39.9K +250 +8%
DWM
704
Drive Wealth Management
Utah
$541K -$25.4K -159 -4%
ONSWM
705
Old North State Wealth Management
North Carolina
$541K -$320 -2 -0.1%
FPW
706
Fairvoy Private Wealth
Alabama
$536K +$536K +3,363 New
LGWM
707
Litman Gregory Wealth Management
California
$534K – – –
PCS
708
Private Client Services
Kentucky
$533K +$51K +320 +11%
MP
709
Moment Partners
California
$533K +$533K +3,339 New
RFN
710
RDA Financial Network
Iowa
$530K +$115K +720 +28%
APP
711
Avantax Planning Partners
Iowa
$525K – – –
NGA
712
Naples Global Advisors
Florida
$525K – – –
LWA
713
Lantern Wealth Advisors
New York
$523K +$523K +3,279 New
AB
714
Atlas Brown
Kentucky
$519K +$7.66K +48 +1%
KCM
715
Kanawha Capital Management
Virginia
$519K -$25.7K -161 -5%
AFP
716
Ausdal Financial Partners
Iowa
$517K +$141K +884 +37%
ADL
717
Asset Dedication LLC
California
$510K -$2.07K -13 -0.4%
SM
718
Sensible Money
Arizona
$510K – – –
WCM
719
WealthTrak Capital Management
Virginia
$509K +$509K +3,189 New
AFW
720
Avantra Family Wealth
Pennsylvania
$505K +$505K +3,166 New
UB
721
Umpqua Bank
Oregon
$501K – – –
SIC
722
Samalin Investment Counsel
New York
$500K – – –
CCWM
723
Correct Capital Wealth Management
Missouri
$499K – – –
RRCM
724
Rappaport Reiches Capital Management
Illinois
$497K +$16.1K +101 +3%
FA
725
Fedenia Advisers
Wisconsin
$497K +$497K +3,117 New
27 28
29
30 31