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iShares US Technology ETF
IYW

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$100M
3
LPL Financial
LPL Financial
California
$516M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$50.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$422M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$785M
2
Osaic Holdings
Osaic Holdings
Arizona
$64M
3
Fidelity International
Fidelity International
Bermuda
$130M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$6.09M
5
FGAM
Financial Gravity Asset Management
Texas
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
926
Halpern Financial
Virginia
$16.2K – – –
EWM
927
EPG Wealth Management
Georgia
$16.1K – – –
ACM
928
Anfield Capital Management
California
$15K +$15K +111 New
JGCM
929
Joseph Group Capital Management
Ohio
$14.3K – – –
LC
930
Lindbrook Capital
California
$13.5K – – –
ANBT
931
American National Bank & Trust
Texas
$12.4K – – –
AIA
932
Armor Investment Advisors
North Carolina
$12.4K +$12.4K +92 New
FFO
933
Fortitude Family Office
Arizona
$11.9K -$13.6K -101 -53%
RG
934
Retirement Group
California
$11.3K – – –
IRC
935
Investors Research Corp
Georgia
$11.1K – – –
CP
936
Castleview Partners
Texas
$9.99K +$9.99K +74 New
MHR
937
Matthew Hamilton Rosenberg
$9.62K – – –
SGC
938
Slocum, Gordon & Co
Rhode Island
$9.18K – – –
WRM
939
Weybosset Research & Management
Rhode Island
$8.74K – – –
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$8.37K – – –
AAP
941
Arax Advisory Partners
Colorado
$8.24K +$8.24K +61 New
ETS
942
ESL Trust Services
New York
$8.1K +$8.1K +60 New
PIS
943
POM Investment Strategies
North Carolina
$7.7K +$7.7K +57 New
JWM
944
Janiczek Wealth Management
Colorado
$6.75K +$6.75K +50 New
AIC
945
Archer Investment Corporation
Indiana
$6.21K +$810 +6 +15%
EPW
946
Evergreen Private Wealth
Colorado
$6.13K +$1.09K +8 +22%
HCM
947
Hollencrest Capital Management
California
$6.08K – – –
DF
948
Dunhill Financial
United Kingdom
$5.52K – – –
CBT
949
Central Bank & Trust
Kentucky
$5.27K -$1.22K -9 -19%
PIM
950
Progressive Investment Management
Oregon
$5.13K +$5.13K +38 New
36 37
38
39 40