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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 %
MIA
101
MMBG Investment Advisors
Florida
$4.64M – – –
RA
102
RFG Advisory
Alabama
$4.51M +$302K +3,457 +7%
MFG
103
Merit Financial Group
Georgia
$4.48M +$4.48M +60,171 New
V
104
Veritable
Delaware
$4.44M +$10.9K +146 +0.2%
CCA
105
Cadent Capital Advisors
Oklahoma
$4.43M -$182K -2,445 -4%
LBC
106
Lowe Brockenbrough & Co
Virginia
$4.29M – – –
BFG
107
Buttonwood Financial Group
Missouri
$4.27M +$4.27M +57,322 New
OWA
108
One Wealth Advisors
California
$4.24M +$4.24M +56,983 New
HNB
109
Huntington National Bank
Ohio
$4.23M -$4.66M – –
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$4.2M +$2.16M +29,060 +106%
SW
111
SteelPeak Wealth
California
$4.06M -$3.65M -49,035 -47%
SHIM
112
Stone House Investment Management
Pennsylvania
$4.04M +$4.04M +54,255 New
SCA
113
STALEY CAPITAL ADVISERS
Pennsylvania
$3.96M +$1.34K +18 +0%
AAS
114
Avantax Advisory Services
Texas
$3.91M +$2.41M +32,289 +160%
I
115
INVST
Indiana
$3.9M +$3.9M +47,223 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$23.8K -320 -0.6%
SB
117
Strategic Blueprint
Georgia
$3.85M +$1.77M +23,745 +85%
PWA
118
Physician Wealth Advisors
Utah
$3.84M +$3.84M +47,075 New
TSA
119
Tri-Star Advisors
Texas
$3.75M +$3.75M +47,625 New
NA
120
NewEdge Advisors
Louisiana
$3.75M +$2.3M +155,551 +158%
ASN
121
Advisory Services Network
Georgia
$3.74M +$3.34M +44,861 +842%
Canada Pension Plan Investment Board
122
Canada Pension Plan Investment Board
Ontario, Canada
$3.72M – – –
JIC
123
Johnson Investment Counsel
Ohio
$3.7M -$68K -913 -2%
FTS
124
Fifth Third Securities
Ohio
$3.68M -$594K -7,971 -14%
PFG
125
PAX Financial Group
Texas
$3.65M +$3.65M +49,065 New
3 4
5
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