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iShares US Technology ETF

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
14.03%
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
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
851
O'Shaughnessy Asset Management
Connecticut
$146K +$62.7K +464 +75%
AWM
852
Avior Wealth Management
Nebraska
$146K +$128K +950 +742%
RIL
853
Rothschild Investment LLC
Illinois
$140K -$5.4K -40 -4%
MSG
854
Main Street Group
Virginia
$139K
Bessemer Group
855
Bessemer Group
New Jersey
$135K
FCMT
856
Founders Capital Management (Texas)
Texas
$128K
CPG
857
Cornerstone Planning Group
New Jersey
$127K -$114K -860 -47%
CJ
858
Caitlin John
Michigan
$127K
OIA
859
Optimum Investment Advisors
Illinois
$127K
GWANC
860
Guardian Wealth Advisors (North Carolina)
North Carolina
$125K
BF
861
BOK Financial
Oklahoma
$122K +$20.5K +151 +20%
HDIM
862
Hanson & Doremus Investment Management
Vermont
$121K -$2.57K -19 -2%
S
863
SignatureFD
Georgia
$121K +$32.8K +243 +37%
HCP
864
Hexagon Capital Partners
Arkansas
$116K -$67.5K -500 -37%
CTA
865
Colonial Trust Advisors
South Carolina
$114K
GKWIM
866
Gerber Kawasaki Wealth & Investment Management
California
$114K +$114K +844 New
CFB
867
Cullen/Frost Bankers
Texas
$108K +$108K +800 New
NB
868
NBT Bank
New York
$108K -$81.3K -602 -43%
CWC
869
Carolinas Wealth Consulting
North Carolina
$105K +$105K +776 New
FFWM
870
Future Financial Wealth Management
Ohio
$104K +$104K +770 New
SIC
871
Salem Investment Counselors
North Carolina
$98.9K
CA
872
Continuum Advisory
Idaho
$94.4K +$94.4K +707 New
TSWM
873
Tyler-Stone Wealth Management
Ohio
$91K -$2.03K -15 -2%
TAM
874
Townsend Asset Management
North Carolina
$82K -$8.64K -64 -10%
MIM
875
MTM Investment Management
South Carolina
$82K