IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

549 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-12
Holders Change %
-2.14%
% of All Funds
9.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
41
Increased
125
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K

Top Buyers

1
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$21.3M
2
CFG
CMC Financial Group
Georgia
$21.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.2M
5
FP
Financial Perspectives
Minnesota
$11.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$57.9M
2
DZ Bank
DZ Bank
Germany
$0
3
Bank of America
Bank of America
North Carolina
$358M
4
PAG
Pinnacle Advisory Group
Maryland
$41.8M
5
UBS Group
UBS Group
Switzerland
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
201
IBEX Wealth Advisors
New Jersey
$1.13M -$1.84K -21 -0.2%
PWP
202
Principle Wealth Partners
Connecticut
$1.13M -$41.1K -468 -4%
GLLW
203
Graves Light Lenhart Wealth
Virginia
$1.13M – – –
MWA
204
Meridian Wealth Advisors
Texas
$1.11M – – –
LSPW
205
Lake Street Private Wealth
Illinois
$1.1M -$32.2K -367 -3%
PCM
206
Poehling Capital Management
Wisconsin
$1.1M -$15.9K -181 -1%
PCG
207
Private Capital Group
Connecticut
$1.09M – – –
VA
208
Valmark Advisers
Ohio
$1.08M -$52.2K -595 -5%
RJT
209
Raymond James Trust
Florida
$1.08M -$79.8K -910 -7%
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$1.07M -$27.7K -316 -3%
BFA
211
Bragg Financial Advisors
North Carolina
$1.07M +$9.73K +111 +0.9%
FHB
212
First Hawaiian Bank
Hawaii
$1.07M -$50.4K -575 -5%
FFN
213
Focus Financial Network
Minnesota
$1.06M -$160K -1,829 -13%
OC
214
Oppenheimer & Co
New York
$1.06M -$74.7K -852 -7%
COCM
215
Charter Oak Capital Management
New Hampshire
$1.04M +$96.3K +1,098 +10%
SCG
216
Sonata Capital Group
Washington
$1.04M -$10.5K -120 -1%
F
217
F3Logic
Minnesota
$1.04M +$77.9K +889 +8%
JIC
218
Joel Isaacson & Co
New York
$1.03M -$7.46K -85 -0.7%
KIA
219
KCM Investment Advisors
California
$1.02M -$8.77K -100 -0.9%
MA
220
Montag & Associates
Georgia
$1.02M -$18.9K -215 -2%
CFGS
221
Concourse Financial Group Securities
Alabama
$1.01M +$52.9K +603 +6%
BFO
222
Boston Family Office
Massachusetts
$982K – – –
DY
223
Dowling & Yahnke
California
$981K +$3.95K +45 +0.4%
GT
224
Glenview Trust
Kentucky
$980K -$19.6K -224 -2%
HTC
225
Haverford Trust Company
Pennsylvania
$972K – – –
7 8
9
10 11