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iShares US Technology ETF
IYW

Overview Fund Activity

1,135 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+71
Holders Change %
+6.67%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
141
Increased
363
Reduced
398
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
+$156M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
3
DWM
Dynasty Wealth Management
Florida
+$79.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.2M
5
Wells Fargo
Wells Fargo
California
+$28.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$760M
2
IAIM
International Assets Investment Management
Florida
-$505M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
BlackRock
BlackRock
New York
-$98.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
976
Provident Wealth Management
Tennessee
$210K – – –
SHA
977
Seneca House Advisors
Virginia
$209K +$209K +1,308 New
WSFS
978
Wilmington Savings Fund Society
Delaware
$209K +$1.91K +12 +0.9%
AIA
979
Arbor Investment Advisors
North Carolina
$208K +$208K +1,304 New
MAS
980
Meeder Advisory Services
Ohio
$208K +$208K +1,304 New
AFG
981
Allegheny Financial Group
Pennsylvania
$207K -$94K -589 -31%
SEIA
982
Signature Estate & Investment Advisors
California
$207K +$207K +1,299 New
WCF
983
West Coast Financial
California
$207K +$207K +1,295 New
JWM
984
JGP Wealth Management
Oregon
$206K +$206K +1,293 New
SFO
985
Stokes Family Office
Louisiana
$205K +$205K +1,285 New
SP
986
SWS Partners
Ohio
$203K +$203K +1,270 New
CTC
987
Central Trust Company
Missouri
$202K – – –
TSWM
988
Tyler-Stone Wealth Management
Ohio
$202K +$202K +1,268 New
SPWG
989
Syntegra Private Wealth Group
Missouri
$202K -$10.7K -67 -5%
DI
990
DDFG Inc
California
$201K +$201K +1,262 New
CSPIA
991
Cary Street Partners Investment Advisory
Virginia
$197K -$11.1M -69,723 -98%
SMA
992
Sage Mountain Advisors
Georgia
$193K – – –
OFG
993
Oxford Financial Group
Indiana
$191K – – –
SI
994
Sava Infond
Slovenia
$185K +$185K +1,160 New
FWA
995
Flagship Wealth Advisors
Massachusetts
$183K +$183K +1,150 New
GKWIM
996
Gerber Kawasaki Wealth & Investment Management
California
$176K +$26.6K +167 +18%
RIL
997
Rothschild Investment LLC
Illinois
$166K – – –
MSG
998
Main Street Group
Virginia
$164K – – –
WFA
999
Wells Financial Advisors
Massachusetts
$164K +$142K +893 +677%
Bessemer Group
1000
Bessemer Group
New Jersey
$160K – – –
38 39
40
41 42