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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$8.72M +$6.48M +86,975 +289%
Mariner
52
Mariner
Kansas
$8.57M +$4.24M +56,850 +98%
HPC
53
Hobart Private Capital
North Carolina
$8.5M +$470K +6,306 +6%
AI
54
Atria Investments
North Carolina
$8.48M +$7.44M +99,924 +719%
RIG
55
RiverFront Investment Group
Virginia
$8.39M -$2.13M -170,995 -20%
CA
56
Cetera Advisors
Colorado
$8.32M +$6.29M +84,398 +309%
IWC
57
Integrated Wealth Concepts
Massachusetts
$8.27M +$7.17M +96,197 +649%
Creative Planning
58
Creative Planning
Kansas
$8.04M +$301K +4,042 +4%
PAG
59
Private Advisor Group
New Jersey
$7.92M +$374K +8,019 +5%
CAG
60
Csenge Advisory Group
Florida
$7.73M +$1.23M +16,565 +19%
SWP
61
Stratos Wealth Partners
Ohio
$7.56M -$71K -953 -0.9%
SFPG
62
Stonebridge Financial Planning Group
Florida
$7.09M -$141K -1,894 -2%
MBTD
63
Mechanics Bank - Trust Department
California
$6.81M +$107K +1,437 +2%
Jane Street
64
Jane Street
New York
$6.76M +$2.19M +29,450 +48%
PAI
65
Pittenger & Anderson Inc
Nebraska
$6.75M – – –
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$6.75M -$231K -3,102 -3%
FCFC
67
First Citizens Financial Corp
Iowa
$6.45M -$12.8K -172 -0.2%
BFG
68
Bleakley Financial Group
New Jersey
$6.43M +$6.43M +86,375 New
APW
69
Austin Private Wealth
Texas
$6.33M +$5.5M +73,840 +661%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$6.28M -$908K -12,196 -13%
P
71
Pariax
California
$6.27M +$14.5K +195 +0.2%
HFA
72
High Falls Advisors
New York
$6.21M +$6.21M +83,417 New
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$6.13M +$347K +4,663 +6%
SWMP
74
Signature Wealth Management Partners
New Jersey
$6.1M -$107K -1,438 -2%
SSB
75
Sandy Spring Bank
Maryland
$6.02M -$355K -4,771 -6%
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