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

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.19M
2
Osaic Holdings
Osaic Holdings
Arizona
$143M
3
PCH
PGIM Custom Harvest
New Jersey
$521M
4
BTI
Blue Trust Inc
Georgia
$5.34M
5
LBC
Lowe Brockenbrough & Co
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Keebeck Wealth Management
Illinois
$7.48M +$2.64M +21,544 +55%
Lido Advisors
127
Lido Advisors
California
$7.47M -$676K -5,510 -8%
Amundi
128
Amundi
France
$7.41M +$5.67M +46,795 +326%
LWM
129
Liberty Wealth Management
California
$7.16M +$2.39M +19,511 +50%
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$7.13M +$311K +2,536 +5%
FFA
131
Farther Finance Advisors
California
$7.13M +$2.73M +22,214 +62%
SWC
132
Spectrum Wealth Counsel
Indiana
$6.99M +$6.99M +56,945 New
HNB
133
Huntington National Bank
Ohio
$6.81M -$6M – –
TC
134
TownSquare Capital
Utah
$6.78M +$4.98M +40,549 +276%
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$6.76M +$6.76M +55,082 New
KFS
136
Kelly Financial Services
Massachusetts
$6.7M +$1.41M +11,468 +27%
KV
137
Kickstand Ventures
New York
$6.69M +$1.54M +12,581 +30%
SXL
138
Summit X LLC
Missouri
$6.64M +$1.13M +9,217 +21%
FFN
139
Focus Financial Network
Minnesota
$6.6M +$1.19M +9,701 +22%
TF
140
Trek Financial
Arizona
$6.45M +$3.48M +28,362 +117%
CCA
141
Cadent Capital Advisors
Oklahoma
$6.45M -$202K -1,646 -3%
OAP
142
One Advisory Partners
Kansas
$6.37M +$2.13M +17,364 +50%
WA
143
Wealth Alliance
New York
$6.25M +$1.6M +13,069 +35%
CW
144
Connectus Wealth
Ohio
$6.25M +$6.25M +50,838 New
CSPAM
145
Cary Street Partners Asset Management
Virginia
$6.23M -$817K -6,656 -12%
BCM
146
Brookstone Capital Management
Illinois
$6.17M -$684K -5,574 -10%
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$6.14M – – –
CWG
148
Crown Wealth Group
North Carolina
$6.07M +$1.36M +11,042 +29%
KFSC
149
Keystone Financial Services (Colorado)
Colorado
$6.01M +$1.73M +14,105 +40%
SHIM
150
Stone House Investment Management
Pennsylvania
$5.94M +$936K +7,628 +19%
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