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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
1
Morgan Stanley
New York
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.29B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$342M
4
BlackRock
4
BlackRock
New York
$269M
5
LPL Financial
5
LPL Financial
California
$419M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.19M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$143M
3
PCH
3
PGIM Custom Harvest
New Jersey
$521M
4
BTI
4
Blue Trust Inc
Georgia
$5.34M
5
Gates Foundation Trust
5
Gates Foundation Trust
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Mendel Capital Management
Arkansas
$13.5M +$31.7K +258 +0.2%
Creative Planning
77
Creative Planning
Kansas
$13.5M +$270K +2,197 +2%
TW
78
TritonPoint Wealth
Maryland
$13.2M +$13.2M +107,501 New
FCFC
79
First Citizens Financial Corp
Iowa
$12.7M -$54.4K -443 -0.4%
IWA
80
Icon Wealth Advisors
Texas
$12.5M +$12.5M +102,072 New
APW
81
Austin Private Wealth
Texas
$12.5M +$4.56M +37,147 +57%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$11.9M – – –
PFS
83
Prospera Financial Services
Texas
$11.9M +$334K +2,721 +3%
HGWM
84
Horst & Graben Wealth Management
Oregon
$11.6M +$3.03M +24,710 +35%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$11.5M +$1.98M +16,103 +21%
FHA
86
First Horizon Advisors
Tennessee
$11.1M +$2.36M +19,240 +27%
CFS
87
Commonwealth Financial Services
West Virginia
$11M -$3.39M -27,641 -24%
CW
88
CreativeOne Wealth
Kansas
$11M +$4.23M +34,431 +63%
PWM
89
Perigon Wealth Management
California
$10.9M +$92.1K +750 +0.9%
SWM
90
Spire Wealth Management
Virginia
$10.8M +$254K +1,982 +2%
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$10.8M -$1.56M -12,700 -13%
RF
92
Rollins Financial
Georgia
$10.4M +$1.74M +14,205 +20%
RFA
93
Rollins Financial Advisors
New York
$10.4M +$10.4M +84,759 New
MBTD
94
Mechanics Bank - Trust Department
California
$10M -$479K -3,905 -5%
OWA
95
One Wealth Advisors
California
$10M +$2.66M +21,698 +36%
GF
96
Gries Financial
Ohio
$9.99M +$3.38M +27,505 +51%
SFS
97
Security Financial Services
Indiana
$9.9M +$3.13M +25,475 +46%
PCIA
98
Prime Capital Investment Advisors
Kansas
$9.89M +$1.22M +9,906 +14%
SFPG
99
Stonebridge Financial Planning Group
Florida
$9.76M -$601K -4,894 -6%
HFA
100
High Falls Advisors
New York
$9.73M +$2.84M +23,139 +41%
2 3
4
5 6