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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 %
SHJ
126
Sharkey, Howes & Javer
Colorado
$9.03M -$551K -4,077 -6%
BCI
127
Brinker Capital Investments
Pennsylvania
$8.84M +$329K +2,435 +4%
OPS
128
Orion Portfolio Solutions
Nebraska
$8.84M +$329K +2,435 +4%
HF
129
HRT Financial
New York
$8.74M +$8.74M +64,738 New
KWM
130
Keebeck Wealth Management
Illinois
$8.72M +$487K +3,606 +6%
SWMP
131
Signature Wealth Management Partners
New Jersey
$8.7M +$69.8K +517 +0.8%
PIA
132
Perennial Investment Advisors
California
$8.67M +$2.4M +17,767 +38%
MIA
133
MMBG Investment Advisors
Florida
$8.04M -$370K -2,740 -4%
CIA
134
Concurrent Investment Advisors
Florida
$8.01M +$1.74M +12,904 +28%
LWM
135
Liberty Wealth Management
California
$7.95M +$76.8K +569 +1%
Lido Advisors
136
Lido Advisors
California
$7.81M -$402K -2,978 -5%
LBC
137
Lowe Brockenbrough & Co
Virginia
$7.78M +$7.78M +57,600 New
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$7.72M -$128K -948 -2%
SWC
139
Spectrum Wealth Counsel
Indiana
$7.69M +$270 +2 +0%
AFG
140
Atomi Financial Group
New York
$7.6M +$4.13M +30,564 +119%
KV
141
Kickstand Ventures
New York
$7.49M +$127K +937 +2%
WA
142
Wealth Alliance
New York
$7.45M +$580K +4,295 +8%
FFN
143
Focus Financial Network
Minnesota
$7.44M +$540K +4,203 +8%
HNB
144
Huntington National Bank
Ohio
$7.31M -$6.81M – –
Baird Financial Group
145
Baird Financial Group
Wisconsin
$7.24M +$1.76M +13,039 +32%
KFS
146
Kelly Financial Services
Massachusetts
$7.15M -$223K -1,648 -3%
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$7.14M -$295K -2,186 -4%
CWS
148
Cypress Wealth Services
California
$7.09M +$709K +5,247 +11%
KFSC
149
Keystone Financial Services (Colorado)
Colorado
$7.07M +$457K +3,384 +7%
CCA
150
Cadent Capital Advisors
Oklahoma
$6.94M -$154K -1,141 -2%
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6
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