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iShares US Technology ETF
IYW

Overview Fund Activity

946 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 360 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+116
Holders Change %
+13.98%
% of All Funds
13.87%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
165
Increased
360
Reduced
232
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$829M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M
4
BlackRock
BlackRock
New York
+$113M
5
LPL Financial
LPL Financial
California
+$89.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$74.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$35M
3
PCH
PGIM Custom Harvest
New Jersey
-$7.93M
4
BTI
Blue Trust Inc
Georgia
-$6.55M
5
LBC
Lowe Brockenbrough & Co
Virginia
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
Alterna Wealth Management
Texas
$229K -$55.4K -451 -19%
CCM
777
Coldstream Capital Management
Washington
$228K +$228K +1,856 New
TWP
778
Tyche Wealth Partners
Texas
$228K +$228K +1,855 New
NP
779
Nilsine Partners
Colorado
$226K +$226K +1,844 New
RBC
780
Roble Belko & Company
Pennsylvania
$225K – – –
CPG
781
Cornerstone Planning Group
New Jersey
$224K -$30.1K -245 -12%
SIS
782
Sound Income Strategies
Florida
$223K +$214K +1,744 +2,456%
PIA
783
Panoramic Investment Advisors
Colorado
$222K +$222K +1,808 New
T
784
TCWP
Ohio
$222K -$2.36M -19,239 -91%
SFO
785
Stokes Family Office
Louisiana
$222K -$15.7K -128 -7%
Legacy Financial Group (Iowa)
786
Legacy Financial Group (Iowa)
Iowa
$221K -$2.61M -21,257 -92%
BAM
787
BOS Asset Management
Illinois
$221K +$221K +1,800 New
CAM
788
Campion Asset Management
Virginia
$221K +$221K +1,800 New
TCG
789
Transcendent Capital Group
Oklahoma
$221K +$221K +1,800 New
CTC
790
Central Trust Company
Missouri
$218K -$55.2K -450 -20%
MSA
791
Marino Stram & Associates
Massachusetts
$217K +$217K +1,768 New
BCA
792
Bray Capital Advisors
Florida
$217K – – –
NPFS
793
Novak & Powell Financial Services
Florida
$216K +$216K +1,760 New
GCA
794
Gradient Capital Advisors
California
$216K +$216K +1,760 New
B
795
Bailard
California
$216K +$216K +1,756 New
Fisher Asset Management
796
Fisher Asset Management
Washington
$215K +$215K +1,755 New
FSA
797
Financial Sense Advisors
California
$215K +$215K +1,754 New
SFA
798
Semmax Financial Advisors
North Carolina
$215K +$202K +1,543 +1,591%
RSA
799
River Street Advisors
Illinois
$214K +$214K +1,742 New
HI
800
Human Investing
Oregon
$213K +$213K +1,732 New
30 31
32
33 34