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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 %
BAAM
176
Baker Avenue Asset Management
California
$2.22M +$1.97M +26,393 +785%
EWA
177
EP Wealth Advisors
California
$2.21M +$2.21M +29,682 New
SL
178
Sentinus LLC
Illinois
$2.19M +$2.19M +29,436 New
MHS
179
M Holdings Securities
Oregon
$2.18M +$419K +5,619 +24%
FWCM
180
Ferguson Wellman Capital Management
Oregon
$2.18M +$403K +5,415 +23%
BHWM
181
Bay Harbor Wealth Management
Maryland
$2.17M +$2.16M +28,938 +14,397%
US Bancorp
182
US Bancorp
Minnesota
$2.09M -$196K -2,628 -9%
HPM
183
Hoxton Planning & Management
West Virginia
$2.09M +$2.09M +28,004 New
JIP
184
Jaffetilchin Investment Partners
Florida
$2.08M -$4.54K -61 -0.2%
BC
185
Bartlett & Co
Ohio
$2.08M +$74 +1 +0%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$2.08M +$74 +1 +0%
SPC
187
Sigma Planning Corp
Michigan
$2.07M +$473K +6,352 +30%
CCFM
188
Clear Creek Financial Management
Washington
$2.05M -$366K -4,918 -15%
PA
189
Parallel Advisors
California
$2.05M -$38.3K -514 -2%
HI
190
Harbour Investments
Wisconsin
$2.04M +$849K +11,400 +71%
CCB
191
Country Club Bank
Missouri
$2.04M -$196K -2,625 -9%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$2.04M -$65.3K -876 -3%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$2.02M -$1.78M -23,922 -47%
NPP
194
New Potomac Partners
Maryland
$1.99M -$44.3K -595 -2%
William Blair & Company
195
William Blair & Company
Illinois
$1.99M -$47.7K -641 -2%
SI
196
Stephens Inc
Arkansas
$1.93M +$140K +1,885 +8%
DIP
197
DT Investment Partners
Pennsylvania
$1.92M – – –
WP
198
WealthShield Partners
North Carolina
$1.91M +$1.91M +25,699 New
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$1.91M -$43.4K -582 -2%
WAM
200
Weinberger Asset Management
California
$1.91M +$6.48K +87 +0.3%
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