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iShares US Technology ETF
IYW

Overview Fund Activity

1,134 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, 397 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
+70
Holders Change %
+6.58%
% of All Funds
15.1%
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
397
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

1
LPL Financial
LPL Financial
California
$815M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$122M
3
DWM
Dynasty Wealth Management
Florida
$224M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$546M
5
Wells Fargo
Wells Fargo
California
$227M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.87B
2
IAIM
International Assets Investment Management
Florida
$3.57M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.1M
4
BlackRock
BlackRock
New York
$129M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$9.88M -$468K -2,934 -5%
CFA
127
Cahill Financial Advisors
Minnesota
$9.87M +$535K +3,355 +6%
GWM
128
Gitterman Wealth Management
New Jersey
$9.86M -$10.1K -63 -0.1%
P
129
&Partners
Tennessee
$9.57M +$1.76M +10,840 +23%
SHIM
130
Stone House Investment Management
Pennsylvania
$9.51M -$2.2M -13,766 -19%
KWM
131
Keebeck Wealth Management
Illinois
$9.49M +$8.61K +54 +0.1%
MCM
132
MAI Capital Management
Ohio
$9.26M +$5.93M +37,156 +178%
FF
133
Finley Financial
Nevada
$9.2M +$9.2M +57,421 New
PS
134
Principal Securities
Iowa
$9.01M +$1.52M +9,527 +20%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$8.87M – – –
SWM
136
Spire Wealth Management
Virginia
$8.82M +$16.4K +103 +0.2%
HNB
137
Huntington National Bank
Ohio
$8.78M -$8.77M – –
Comerica Bank
138
Comerica Bank
Texas
$8.74M -$106K -664 -1%
SW
139
Signify Wealth
Missouri
$8.67M +$458K +2,870 +6%
BTI
140
Blue Trust Inc
Georgia
$8.61M -$2.21M -13,847 -20%
Lido Advisors
141
Lido Advisors
California
$8.56M -$619K -3,882 -7%
CIA
142
Concurrent Investment Advisors
Florida
$8.54M -$800K -5,018 -9%
KFS
143
Kelly Financial Services
Massachusetts
$8.42M -$53.6K -336 -0.6%
CCA
144
Cadent Capital Advisors
Oklahoma
$8.4M +$47.5K +298 +0.6%
PG
145
Prostatis Group
Maryland
$8.34M -$234K -1,468 -3%
FLA
146
Financial Life Advisors
Texas
$8.34M -$15.2K -95 -0.2%
CWS
147
Cypress Wealth Services
California
$8.34M -$149K -931 -2%
BFG
148
Bleakley Financial Group
New Jersey
$8.33M -$66.7K -418 -0.8%
Cerity Partners
149
Cerity Partners
New York
$8.27M +$3.23M +20,229 +64%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$8.15M -$32.7K -205 -0.4%
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