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iShares US Technology ETF
IYW

Overview Fund Activity

700 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 223 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+118
Holders Change %
+20.27%
% of All Funds
11.29%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.34%
New
171
Increased
223
Reduced
172
Closed
37
Calls
$7.02M
Puts
$2.48M
Net Calls
+$4.54M
Net Calls Change
-$868K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$807M
2
AWA
2
Arete Wealth Advisors
Illinois
$277M
3
BlackRock
3
BlackRock
New York
$134M
4
LPL Financial
4
LPL Financial
California
$235M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.51M
2
PS
2
Portfolio Strategies
New York
$0
3
CI
3
CX Institutional
Indiana
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$96.8K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Pettinga Financial Advisors
Indiana
$5.89M +$5.89M +79,087 New
BRWA
77
B. Riley Wealth Advisors
Florida
$5.87M +$4.21M +56,496 +253%
PWM
78
Perigon Wealth Management
California
$5.8M +$5.8M +77,865 New
T
79
TCWP
Ohio
$5.79M +$3.9M +52,246 +205%
SFS
80
Security Financial Services
Indiana
$5.74M +$4.4M +59,010 +328%
SA
81
Scarborough Advisors
Maryland
$5.55M +$5.55M +74,512 New
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$5.54M +$5.54M +74,320 New
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$5.49M +$614K +8,244 +13%
IWA
84
Icon Wealth Advisors
Texas
$5.46M +$5.46M +73,295 New
SHJ
85
Sharkey, Howes & Javer
Colorado
$5.34M +$5.34M +71,701 New
MSWMA
86
Market Street Wealth Management Advisors
Indiana
$5.33M +$5.33M +71,493 New
SPIA
87
Steward Partners Investment Advisory
New York
$5.32M +$2.47M +33,202 +87%
WWG
88
West Wealth Group
California
$5.27M +$3.57M +47,985 +211%
RF
89
Rollins Financial
Georgia
$5.15M -$1.86M -24,996 -27%
PCIA
90
Prime Capital Investment Advisors
Kansas
$5.08M +$1.48M +19,907 +41%
GF
91
Gries Financial
Ohio
$5.05M +$5.05M +67,844 New
BCP
92
Berkeley Capital Partners
Georgia
$5.05M +$5.05M +67,835 New
Two Sigma Investments
93
Two Sigma Investments
New York
$5.02M +$1.16M +15,533 +30%
KFSC
94
Keystone Financial Services (Colorado)
Colorado
$4.94M +$240K +2,904 +5%
GC
95
Grimes & Company
Massachusetts
$4.91M +$4.56M +61,156 +1,300%
EL
96
Essex LLC
Illinois
$4.89M +$738K +9,908 +18%
Corient Private Wealth
97
Corient Private Wealth
Florida
$4.86M +$4.86M +65,310 New
HGWM
98
Horst & Graben Wealth Management
Oregon
$4.84M +$4.84M +64,927 New
CSPAM
99
Cary Street Partners Asset Management
Virginia
$4.73M +$143K +1,926 +3%
HA
100
HC Advisors
Georgia
$4.7M +$352K +4,724 +8%
2 3
4
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