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iShares US Technology ETF
IYW

Overview Fund Activity

757 hedge funds and large institutions have $6.94B invested in iShares US Technology ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 281 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+57
Holders Change %
+8.14%
% of All Funds
12.12%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.51%
New
117
Increased
281
Reduced
204
Closed
42
Calls
$8.86M
Puts
$4.1M
Net Calls
+$4.76M
Net Calls Change
+$221K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.4B
2
LPL Financial
LPL Financial
California
$378M
3
BlackRock
BlackRock
New York
$240M
4
M1FG
Mach-1 Financial Group
Arkansas
$55.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$412M
2
Goldman Sachs
Goldman Sachs
New York
$12.5M
3
RIG
RiverFront Investment Group
Virginia
$48.3M
4
RJA
Raymond James & Associates
Florida
$51.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
751
Moss Adams Wealth Advisors
Washington
$1.67K +$1.39K +15 +500%
BAM
752
Bellevue Asset Management
Washington
$1.39K – – –
RMC
753
Resources Management Corp
Connecticut
$1K -$16.4K -1,574 -94%
MWC
754
MBM Wealth Consultants
Missouri
$1K – – –
AWM
755
AllSquare Wealth Management
New York
$928 +$928 +10 New
MBFW
756
Morton Brown Family Wealth
Pennsylvania
$928 +$928 +10 New
PFBT
757
Parkside Financial Bank & Trust
Missouri
$752 – – –
OC
758
Oakworth Capital
Alabama
$650 – – –
Two Sigma Investments
759
Two Sigma Investments
New York
– -$5.02M -67,400 Closed
TSA
760
Tri-Star Advisors
Texas
– -$3.75M -47,625 Closed
Two Sigma Advisers
761
Two Sigma Advisers
New York
– -$2.99M -40,200 Closed
EAM
762
Empirical Asset Management
Massachusetts
– -$2.69K -36,100 Closed
Mawer Investment Management
763
Mawer Investment Management
Alberta, Canada
– -$2.35M -31,580 Closed
TRCT
764
Tower Research Capital (TRC)
New York
– -$1.59M -21,369 Closed
AWM
765
Avitas Wealth Management
California
– -$1.29M -17,312 Closed
KJWM
766
Kiley Juergens Wealth Management
Washington
– -$759K -10,188 Closed
WA
767
Waverly Advisors
Alabama
– -$574K -7,709 Closed
WIM
768
WealthPlan Investment Management
Nebraska
– -$642K -7,393 Closed
Vontobel Holding
769
Vontobel Holding
Switzerland
– -$417K -5,600 Closed
LFASL
770
Lugano Financial Advisors SA (LFA)
Switzerland
– -$368K -4,940 Closed
OWA
771
Outlook Wealth Advisors
Texas
– -$285K -3,820 Closed
GWA
772
GGM Wealth Advisors
Maryland
– -$271K -3,644 Closed
AP
773
Americana Partners
Texas
– -$253K -3,400 Closed
LFA
774
LGT Financial Advisors
Texas
– -$246K -3,302 Closed
FB
775
First Bancorp
Maine
– -$244K -3,270 Closed
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