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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
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.29B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$342M
4
BlackRock
BlackRock
New York
$269M
5
LPL Financial
LPL Financial
California
$419M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.19M
2
Osaic Holdings
Osaic Holdings
Arizona
$143M
3
PCH
PGIM Custom Harvest
New Jersey
$521M
4
BTI
Blue Trust Inc
Georgia
$5.34M
5
LBC
Lowe Brockenbrough & Co
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
876
Newbridge Financial Services Group
Florida
$48.9K +$123 +1 +0.3%
CB
877
Centennial Bank
Arkansas
$48.6K – – –
OHWP
878
Oak Harbor Wealth Partners
North Carolina
$48.4K -$6.14K -50 -11%
RIM
879
Rockbridge Investment Management
New York
$47.6K +$47.6K +388 New
HPIA
880
Hamilton Point Investment Advisors
North Carolina
$47.4K – – –
HWA
881
Heritage Wealth Advisors
Virginia
$46.5K -$22K -179 -32%
PWM
882
Provident Wealth Management
Tennessee
$44.9K – – –
PA
883
PSI Advisors
Florida
$41.7K – – –
GIA
884
GHP Investment Advisors
Colorado
$41.1K – – –
SC
885
SouthState Corp
Florida
$39.3K – – –
BBHC
886
Brown Brothers Harriman & Co
New York
$36.8K – – –
GA
887
GoalVest Advisory
New York
$33.1K – – –
PP
888
Pacifica Partners
Canada
$32.7K – – –
PCMC
889
Planning Capital Management Corporation
Pennsylvania
$32.7K +$32.7K +266 New
WWM
890
Wagner Wealth Management
South Carolina
$31.9K – – –
RCM
891
Richardson Capital Management
Wisconsin
$26.8K +$26.8K +218 New
CPA
892
Clear Point Advisors
New York
$25.7K +$25.7K +209 New
FFO
893
Fortitude Family Office
Arizona
$23.2K +$23.2K +189 New
NRG
894
Nemes Rush Group
Michigan
$21.9K +$21.9K +178 New
CAM
895
Close Asset Management
United Kingdom
$21K – – –
LFG
896
Larson Financial Group
Missouri
$20.6K – – –
TFGT
897
TS Financial Group (TSFG)
Illinois
$20K – – –
BCM
898
Bourgeon Capital Management
Connecticut
$19.6K – – –
IBOK
899
Independence Bank of Kentucky
Kentucky
$19.6K – – –
AWA
900
Alaska Wealth Advisors
Alaska
$19.6K – – –
34 35
36
37 38