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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 %
CBT
926
Central Bank & Trust
Kentucky
$5.89K – – –
HCM
927
Hollencrest Capital Management
California
$5.52K – – –
DF
928
Dunhill Financial
United Kingdom
$5.02K +$5.02K +41 New
AIC
929
Archer Investment Corporation
Indiana
$4.91K – – –
TFA
930
Toth Financial Advisory
Virginia
$4.79K – – –
EPW
931
Evergreen Private Wealth
Colorado
$4.59K +$4.59K +37 New
AFG
932
Albion Financial Group
Utah
$4.42K – – –
FPF
933
First Pacific Financial
Washington
$4.17K +$4.17K +34 New
PFM
934
Phillips Financial Management
Indiana
$4.06K +$4.06K +33 New
PFBT
935
Parkside Financial Bank & Trust
Missouri
$3.7K +$2.71K +22 +275%
IPW
936
Impact Partnership Wealth
Georgia
$3.19K -$11.5K -94 -78%
TSW
937
Thompson Siegel & Walmsley
Virginia
$3K -$2.89K -27 -49%
AWM
938
Able Wealth Management
New Jersey
$2.96K +$2.96K +24 New
BAM
939
Bellevue Asset Management
Washington
$1.84K – – –
AT
940
Arlington Trust
Alabama
$1.84K +$1.84K +15 New
AWM
941
AllSquare Wealth Management
New York
$1.23K – – –
PWMG
942
Private Wealth Management Group
New Jersey
$1.11K +$1.11K +9 New
OC
943
Oakworth Capital
Alabama
$859 – – –
PPWM
944
PFG Private Wealth Management
Florida
$614 -$3.52M -28,681 -100%
AIM
945
Arcadia Investment Management
Michigan
$614 +$614 +5 New
AWM
946
Abound Wealth Management
Tennessee
$614 +$614 +5 New
DFA
947
DHJJ Financial Advisors
Illinois
$491 – – –
GWS
948
Glassman Wealth Services
Virginia
$368 – – –
LBC
949
Lowe Brockenbrough & Co
Virginia
– -$6.04M -57,600 Closed
Gates Foundation Trust
950
Gates Foundation Trust
Washington
– -$6.04M -57,600 Closed
36 37
38
39 40