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 %
CA
851
Cambridge Advisors
Nebraska
$319K – – –
RWM
852
Rialto Wealth Management
New York
$319K +$319K +2,000 New
A
853
Argentarii
Ohio
$319K +$319K +2,000 New
MSA
854
Marino Stram & Associates
Massachusetts
$317K +$14K +88 +5%
OP
855
ORG Partners
Indiana
$317K -$24.9K -156 -7%
LFA
856
LGT Financial Advisors
Texas
$316K +$24.3K +152 +8%
FWP
857
Forefront Wealth Partners
Texas
$315K +$315K +1,976 New
RWP
858
Revolve Wealth Partners
New Jersey
$315K – – –
PW
859
Peninsula Wealth
California
$314K -$26.3K -165 -8%
CT
860
Colonial Trust
South Carolina
$314K – – –
P
861
Pitcairn
Pennsylvania
$313K – – –
LFP
862
Lakeshore Financial Planning
Michigan
$312K – – –
PBO
863
Peoples Bank (Ohio)
Ohio
$312K – – –
HPC
864
Hobart Private Capital
North Carolina
$310K – – –
EA
865
Everpar Advisors
Oklahoma
$309K +$31.3K +196 +11%
RT
866
Rockland Trust
Massachusetts
$308K – – –
NRC
867
New Republic Capital
North Carolina
$307K +$13.1K +82 +4%
DDC
868
DF Dent & Co
Maryland
$305K – – –
VFG
869
V2 Financial group
Illinois
$303K – – –
NP
870
Nilsine Partners
Colorado
$302K – – –
NPFS
871
Novak & Powell Financial Services
Florida
$302K – – –
GPA
872
Guidance Point Advisors
Massachusetts
$302K +$70K +439 +30%
GFP
873
Gryphon Financial Partners
Ohio
$302K – – –
BCA
874
Bay Colony Advisors
Massachusetts
$300K +$957 +6 +0.3%
LAS
875
Lloyd Advisory Services
Georgia
$300K -$20.9K -131 -7%
33 34
35
36 37