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iShares US Technology ETF
IYW

Overview Fund Activity

561 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+61
Holders Change %
+12.2%
% of All Funds
9.95%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
93
Increased
130
Reduced
195
Closed
26
Calls
$6.34M
Puts
$3.05M
Net Calls
+$3.29M
Net Calls Change
+$2.51M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.46M
2
FI
FormulaFolio Investments
Michigan
+$7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.35M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.44M
5
LWM
Laidlaw Wealth Management
New York
+$3.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$68.9M
2
Goldman Sachs
Goldman Sachs
New York
-$62.2M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$39.5M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
PAG
Pinnacle Advisory Group
Maryland
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
201
IBEX Wealth Advisors
New Jersey
$1.1M +$1.1M +12,910 New
OC
202
Oppenheimer & Co
New York
$1.1M -$44.1K -518 -4%
LSPW
203
Lake Street Private Wealth
Illinois
$1.1M +$16K +188 +1%
GLLW
204
Graves Light Lenhart Wealth
Virginia
$1.09M -$73.8K -868 -6%
NL
205
NWAM LLC
Washington
$1.09M +$1.09M +12,815 New
FHB
206
First Hawaiian Bank
Hawaii
$1.08M -$651K -7,648 -38%
PCM
207
Poehling Capital Management
Wisconsin
$1.08M +$37.7K +443 +4%
MWA
208
Meridian Wealth Advisors
Texas
$1.08M – – –
MAFM
209
Mid Atlantic Financial Management
Pennsylvania
$1.07M +$16.8K +198 +2%
RIA
210
Regal Investment Advisors
Michigan
$1.07M +$1.07M +12,523 New
PCG
211
Private Capital Group
Connecticut
$1.06M – – –
AAS
212
Avantax Advisory Services
Texas
$1.05M -$2.79M -32,844 -73%
CWM
213
Cornerstone Wealth Management
Missouri
$1.04M +$474K +5,566 +84%
BRWA
214
B. Riley Wealth Advisors
Florida
$1.04M -$511K -6,010 -33%
BFA
215
Bragg Financial Advisors
North Carolina
$1.03M – – –
SCG
216
Sonata Capital Group
Washington
$1.02M – – –
TA
217
TrueWealth Advisors
Alabama
$1.01M +$1.01M +11,891 New
JIC
218
Joel Isaacson & Co
New York
$1.01M – – –
MA
219
Montag & Associates
Georgia
$1.01M -$366K -4,301 -27%
KIA
220
KCM Investment Advisors
California
$997K – – –
WTB
221
Washington Trust Bank
Washington
$996K – – –
ACP
222
Aviance Capital Partners
Florida
$976K – – –
KM
223
Kalos Management
Georgia
$972K -$840K -9,264 -46%
GT
224
Glenview Trust
Kentucky
$969K +$412K +4,844 +74%
BFO
225
Boston Family Office
Massachusetts
$953K – – –
7 8
9
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