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iShares US Technology ETF

470 hedge funds and large institutions have $2.56B invested in iShares US Technology ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 120 increasing their positions, 136 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+50
Holders Change %
+11.9%
% of All Funds
9.66%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.25%
New
75
Increased
120
Reduced
136
Closed
22
Calls
$6.96M
Puts
$2.81M
Net Calls
+$4.15M
Net Calls Change
+$3.91M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
201
Joel Isaacson & Co
New York
$803K
MAFM
202
Mid Atlantic Financial Management
Pennsylvania
$803K +$8.1K +120 +1%
WTB
203
Washington Trust Bank
Washington
$799K -$37.5K -556 -4%
PCM
204
Poehling Capital Management
Wisconsin
$797K +$797K +11,816 New
WP
205
WealthSource Partners
California
$796K -$135K -2,000 -14%
ACP
206
Aviance Capital Partners
Florida
$795K
KIA
207
KCM Investment Advisors
California
$790K
MA
208
Montag & Associates
Georgia
$789K +$40.4K +600 +5%
AAS
209
Avantax Advisory Services
Texas
$788K +$122K +1,808 +18%
CCA
210
Conservest Capital Advisors
Pennsylvania
$763K -$30.5K -452 -4%
HIA
211
Harbor Investment Advisory
Maryland
$762K
DY
212
Dowling & Yahnke
California
$759K -$186K -2,760 -20%
BFO
213
Boston Family Office
Massachusetts
$755K
PIMG
214
Patriot Investment Management Group
Tennessee
$749K
HTC
215
Haverford Trust Company
Pennsylvania
$748K +$748K +11,088 New
CS
216
Comerica Securities
Michigan
$742K +$742K +11,000 New
FP
217
Financial Perspectives
Minnesota
$741K +$4.32K +64 +0.6%
NFG
218
Next Financial Group
Texas
$730K +$98.5K +1,460 +16%
BIC
219
Beach Investment Counsel
Pennsylvania
$728K
FHC
220
First Heartland Consultants
Missouri
$724K -$467K -6,916 -39%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$723K -$723K
TPWA
222
TRUE Private Wealth Advisors
Oregon
$721K
GFP
223
Gryphon Financial Partners
Ohio
$713K +$713K +10,576 New
GFPC
224
Global Financial Private Client
Florida
$713K
AIFAIM
225
American Institute for Advanced Investment Management
Arizona
$712K -$16.2K -240 -2%