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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 %
FMII
951
Farmers & Merchants Investments Inc
Nebraska
$5K +$5K +37 New
AFG
952
Albion Financial Group
Utah
$4.86K – – –
TIM
953
Thompson Investment Management
Wisconsin
$4.46K +$4.46K +33 New
WIC
954
Woodmont Investment Counsel
Tennessee
$3.11K +$3.11K +23 New
JFGIW
955
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.84K +$2.84K +21 New
NC
956
NewSquare Capital
Pennsylvania
$2.57K +$2.57K +19 New
CYG
957
Clean Yield Group
Vermont
$2.3K +$2.3K +17 New
CA
958
Crewe Advisors
Utah
$2.16K +$2.16K +16 New
BAM
959
Bellevue Asset Management
Washington
$2.03K – – –
HBW
960
Hazlett, Burt & Watson
West Virginia
$2K +$2K +16 New
CSC
961
Caldwell Sutter Capital
California
$1.76K +$1.76K +13 New
FPF
962
First Pacific Financial
Washington
$1.62K -$2.97K -22 -65%
PFM
963
Phillips Financial Management
Indiana
$1.49K -$2.97K -22 -67%
AWM
964
AllSquare Wealth Management
New York
$1.35K – – –
PWMG
965
Private Wealth Management Group
New Jersey
$1.22K – – –
PFBT
966
Parkside Financial Bank & Trust
Missouri
$1.1K -$3.02K -22 -73%
AIM
967
Arcadia Investment Management
Michigan
$1.08K +$405 +3 +60%
OC
968
Oakworth Capital
Alabama
$945 – – –
DFA
969
DHJJ Financial Advisors
Illinois
$541 – – –
GWS
970
Glassman Wealth Services
Virginia
$405 – – –
SA
971
Scarborough Advisors
Maryland
– -$8.4M -68,412 Closed
CW
972
Connectus Wealth
Ohio
– -$6.25M -50,838 Closed
KWM
973
KFG Wealth Management
Indiana
– -$3.77M -30,749 Closed
Renaissance Technologies
974
Renaissance Technologies
New York
– -$2.31M -18,800 Closed
Manulife (Manufacturers Life Insurance)
975
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2.19M -17,844 Closed
37 38
39
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