IYW icon

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 %
TGAM
726
TBH Global Asset Management
Tennessee
$493K – – –
FLPIM
727
F.L. Putnam Investment Management
Massachusetts
$490K +$1.12K +7 +0.2%
APC
728
Aspire Private Capital
North Carolina
$486K -$50.7K -318 -9%
JSL
729
JT Stratford LLC
Georgia
$485K +$205K +1,283 +73%
AFA
730
Antonelli Financial Advisors
Michigan
$485K +$485K +3,040 New
SIS
731
Sound Income Strategies
Florida
$484K +$44.8K +281 +10%
DLCIG
732
D.L. Carlson Investment Group
New Hampshire
$482K -$6.86K -43 -1%
CCM
733
Carderock Capital Management
Maryland
$479K – – –
SFA
734
Semmax Financial Advisors
North Carolina
$478K +$52.1K +316 +12%
Luther King Capital Management (LKCM)
735
Luther King Capital Management (LKCM)
Texas
$476K -$460K – –
VA
736
Vident Advisory
Georgia
$475K +$475K +2,979 New
AWM
737
Accurate Wealth Management
Florida
$475K +$17.8K +113 +4%
MCM
738
Manchester Capital Management
Vermont
$473K -$5.11K -32 -1%
MCC
739
Maiden Cove Capital
Maine
$472K -$54.9K -344 -10%
NLP
740
Next Level Private
New York
$469K +$160 +1 +0%
AWM
741
Axxcess Wealth Management
California
$465K -$2.55K -16 -0.5%
PFWA
742
Paces Ferry Wealth Advisors
Georgia
$461K – – –
VWWMG
743
Vermillion & White Wealth Management Group
Pennsylvania
$459K +$106K +662 +30%
VCM
744
Verger Capital Management
North Carolina
$458K +$160 +1 +0%
TPCW
745
TD Private Client Wealth
New York
$457K -$21.2K -133 -4%
MSFS
746
Main Street Financial Solutions
Pennsylvania
$456K +$160 +1 +0%
CCM
747
Coldstream Capital Management
Washington
$455K -$30K -188 -6%
PWM
748
Penobscot Wealth Management
Maine
$454K -$20.7K -130 -4%
IFPG
749
Intrepid Financial Planning Group
Indiana
$454K -$5.74K -36 -1%
PIP
750
Peachtree Investment Partners
Florida
$453K +$159 +1 +0%
28 29
30
31 32