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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 %
LAS
1001
Lloyd Advisory Services
Georgia
– -$262K -2,138 Closed
PMAM
1002
Picton Mahoney Asset Management
Ontario, Canada
– -$258K -2,100 Closed
WTC
1003
WhitTier Trust Company
Nevada
– -$246K -2,000 Closed
D.E. Shaw & Co
1004
D.E. Shaw & Co
New York
– -$236K -1,920 Closed
CB
1005
Cadence Bank
Mississippi
– -$230K -1,871 Closed
TWP
1006
Tyche Wealth Partners
Texas
– -$228K -1,855 Closed
BAM
1007
BOS Asset Management
Illinois
– -$221K -1,800 Closed
Fisher Asset Management
1008
Fisher Asset Management
Washington
– -$215K -1,755 Closed
FSA
1009
Financial Sense Advisors
California
– -$215K -1,754 Closed
RSA
1010
River Street Advisors
Illinois
– -$214K -1,742 Closed
AC
1011
Aldebaran Capital
Indiana
– -$205K -1,672 Closed
AWC
1012
Abundance Wealth Counselors
Pennsylvania
– -$205K -1,668 Closed
FBB
1013
Fulton Breakefield Broenniman
Maryland
– -$200K -1,631 Closed
AC
1014
AlphaCore Capital
California
– -$124K -1,007 Closed
TRCT
1015
Tower Research Capital (TRC)
New York
– -$119K -970 Closed
PS
1016
Planned Solutions
California
– -$108K -878 Closed
MSS
1017
Mitchell Sinkler & Starr
Pennsylvania
– -$85.9K -700 Closed
MBFW
1018
Morton Brown Family Wealth
Pennsylvania
– -$73.7K -600 Closed
NFA
1019
Northwest Financial Advisors
Virginia
– -$73.7K -600 Closed
RIM
1020
Rockbridge Investment Management
New York
– -$47.6K -388 Closed
PCMC
1021
Planning Capital Management Corporation
Pennsylvania
– -$32.7K -266 Closed
NRG
1022
Nemes Rush Group
Michigan
– -$21.9K -178 Closed
BCM
1023
Bourgeon Capital Management
Connecticut
– -$19.6K -160 Closed
GWMIA
1024
Global Wealth Management Investment Advisory
Florida
– -$19.6K -160 Closed
DJSG
1025
D.J. St. Germain
Massachusetts
– -$14.1K -115 Closed
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