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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 %
CIA
826
Cape Investment Advisory
Georgia
$161K +$85.9K +700 +115%
CTWM
827
Cherry Tree Wealth Management
Minnesota
$148K – – –
PMFA
828
Plante Moran Financial Advisors
Michigan
$142K -$67K -546 -32%
RFG
829
REAP Financial Group
Texas
$142K +$142K +1,155 New
RIL
830
Rothschild Investment LLC
Illinois
$132K +$132K +1,079 New
TPCW
831
TD Private Client Wealth
New York
$131K -$80.8K -658 -38%
LFA
832
LGT Financial Advisors
Texas
$128K +$54K +440 +73%
MSG
833
Main Street Group
Virginia
$126K +$126K +1,029 New
AC
834
AlphaCore Capital
California
$124K – – –
Bessemer Group
835
Bessemer Group
New Jersey
$123K -$402K -3,271 -77%
VWWMG
836
Vermillion & White Wealth Management Group
Pennsylvania
$119K +$119K +973 New
TRCT
837
Tower Research Capital (TRC)
New York
$119K +$114K +925 +2,056%
FCMT
838
Founders Capital Management (Texas)
Texas
$116K +$41K +334 +54%
CJ
839
Caitlin John
Michigan
$116K +$116K +942 New
OIA
840
Optimum Investment Advisors
Illinois
$115K – – –
ACA
841
Aptus Capital Advisors
Alabama
$114K -$170K -1,381 -60%
GWANC
842
Guardian Wealth Advisors (North Carolina)
North Carolina
$113K – – –
HDIM
843
Hanson & Doremus Investment Management
Vermont
$112K -$16.6K -136 -13%
PS
844
Planned Solutions
California
$108K +$108K +878 New
CTA
845
Colonial Trust Advisors
South Carolina
$104K – – –
GI
846
Gradient Investments
Minnesota
$103K +$57.8K +471 +129%
CA
847
Clearstead Advisors
Ohio
$101K -$15K -122 -13%
BF
848
BOK Financial
Oklahoma
$92.3K – – –
SIC
849
Salem Investment Counselors
North Carolina
$89.9K -$1.23K -10 -1%
MSS
850
Mitchell Sinkler & Starr
Pennsylvania
$85.9K +$85.9K +700 New
32 33
34
35 36