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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.

Holders
968
Holders Change
+22
Holders Change %
+2.33%
% of All Funds
14.04%
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
1
Envestnet Asset Management
Illinois
$1.55B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
LPL Financial
3
LPL Financial
California
$516M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$50.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$422M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$785M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$64M
3
Fidelity International
3
Fidelity International
Bermuda
$130M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$6.09M
5
FGAM
5
Financial Gravity Asset Management
Texas
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$16M +$2.75M +20,147 +21%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$15.9M -$5.09M -37,675 -24%
PFS
78
Prospera Financial Services
Texas
$15.7M +$2.58M +19,068 +20%
Creative Planning
79
Creative Planning
Kansas
$15.7M +$872K +6,455 +6%
IWA
80
Icon Wealth Advisors
Texas
$15.1M +$1.33M +9,874 +10%
MCM
81
Mendel Capital Management
Arkansas
$14.5M -$368K -2,726 -2%
FCFC
82
First Citizens Financial Corp
Iowa
$14.3M +$354K +2,618 +3%
Citadel Advisors
83
Citadel Advisors
Florida
$13.8M +$8.82M +65,338 +177%
FHA
84
First Horizon Advisors
Tennessee
$13.1M +$879K +6,509 +7%
TW
85
TritonPoint Wealth
Maryland
$13.1M +$889K +7,831 +7%
HGWM
86
Horst & Graben Wealth Management
Oregon
$12.7M -$73.5K -544 -0.6%
PCIG
87
Partners Capital Investment Group
Massachusetts
$12M +$12M +88,808 New
AF
88
Advisornet Financial
Minnesota
$11.9M +$8.67M +64,198 +265%
Marshall Wace
89
Marshall Wace
United Kingdom
$11.8M +$11.8M +87,642 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$11.8M -$930K -6,858 -7%
OWA
91
One Wealth Advisors
California
$11.6M +$580K +4,296 +5%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$11.5M +$11.5M +85,504 New
SWM
93
Spire Wealth Management
Virginia
$11.5M +$34.6K +256 +0.3%
RFA
94
Rollins Financial Advisors
New York
$11.4M +$2.03K +15 +0%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$11.3M +$5.61M +41,554 +98%
SW
96
Simplicity Wealth
New Jersey
$11.3M +$9.61M +71,147 +584%
SW
97
SteelPeak Wealth
California
$11.2M +$1.77M +13,124 +19%
GF
98
Gries Financial
Ohio
$11M +$23.1K +171 +0.2%
CFS
99
Commonwealth Financial Services
West Virginia
$11M +$12.6K +103 +0.1%
PCA
100
Prosperity Capital Advisors
Ohio
$10.9M -$4.04M -29,905 -27%
2 3
4
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