IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

968 hedge funds and large institutions have $10.6B invested in iShares US Technology ETF in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 388 increasing their positions, 276 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+22
Holders Change %
+2.33%
% of All Funds
14.04%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.52%
New
105
Increased
388
Reduced
276
Closed
65
Calls
$19.6M
Puts
$13.2M
Net Calls
+$6.36M
Net Calls Change
+$17.9M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
LPL Financial
3
LPL Financial
California
$516M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$50.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$422M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$785M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$64M
3
Fidelity International
3
Fidelity International
Bermuda
$130M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$6.09M
5
FGAM
5
Financial Gravity Asset Management
Texas
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$26.9M +$867K +6,423 +3%
CB
52
Commerce Bank
Missouri
$24.4M -$144K -1,065 -0.6%
PAG
53
Private Advisor Group
New Jersey
$24.4M +$269K +1,992 +1%
IWC
54
Integrated Wealth Concepts
Massachusetts
$24.2M +$119K +878 +0.5%
Mariner
55
Mariner
Kansas
$23.4M +$4.49M +33,263 +24%
ASN
56
Advisory Services Network
Georgia
$23.2M -$676K -5,003 -3%
SWP
57
Stratos Wealth Partners
Ohio
$23M +$7.31M +54,101 +47%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$22M +$5.53M +40,958 +34%
AWS
59
Atria Wealth Solutions
New York
$21.8M +$891K +6,599 +4%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$21.5M -$10.8M -79,700 -33%
Truist Financial
61
Truist Financial
North Carolina
$20.7M +$1.46M +10,782 +8%
SFI
62
SPC Financial Inc
Maryland
$19.9M -$146K -1,081 -0.7%
JWCA
63
J.W. Cole Advisors
Florida
$19.6M +$17.5M +129,838 +858%
AWMS
64
Advocacy Wealth Management Services
Georgia
$19M +$3.71M +27,477 +24%
TI
65
Tidal Investments
Wisconsin
$19M +$3.87M +28,574 +26%
AI
66
Atria Investments
North Carolina
$18.7M +$1.98M +14,655 +12%
AWM
67
AE Wealth Management
Kansas
$18.4M -$18.5M -137,266 -50%
CW
68
CreativeOne Wealth
Kansas
$18.4M +$6.32M +46,788 +52%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$18M +$2.64M +19,537 +17%
US Bancorp
70
US Bancorp
Minnesota
$17.8M +$266K +1,971 +2%
PWM
71
Perigon Wealth Management
California
$17.1M +$5.18M +38,340 +43%
MPW
72
MA Private Wealth
California
$16.9M -$147K -1,089 -0.9%
CIA
73
Capital Investment Advisors
Georgia
$16.5M -$682K -5,047 -4%
APW
74
Austin Private Wealth
Texas
$16.4M +$2.63M +19,480 +19%
SCA
75
Stillwater Capital Advisors
Pennsylvania
$16.1M -$415K -3,072 -3%
1 2
3
4 5