IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

629 hedge funds and large institutions have $2.65B invested in iShares US Technology ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 253 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-58
Holders Change %
-8.44%
% of All Funds
10.64%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.2%
New
47
Increased
149
Reduced
253
Closed
96
Calls
$8.69M
Puts
$3K
Net Calls
+$8.69M
Net Calls Change
-$13.3M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$72.6M
2
Morgan Stanley
Morgan Stanley
New York
$385M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.2M
5
LPL Financial
LPL Financial
California
$127M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$845K
2
Prudential Financial
Prudential Financial
New Jersey
$38.7M
3
SFI
SPC Financial Inc
Maryland
$701K
4
SW
SteelPeak Wealth
California
$207K
5
Ameriprise
Ameriprise
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
201
Charter Oak Capital Management
New Hampshire
$1.25M +$291K +3,644 +30%
LPT
202
Legacy Private Trust
Wisconsin
$1.24M +$16.5K +206 +1%
Cerity Partners
203
Cerity Partners
New York
$1.24M +$1.24M +15,461 New
AAS
204
Avantax Advisory Services
Texas
$1.21M -$43.9K -549 -3%
TNAM
205
Terra Nova Asset Management
New York
$1.21M +$1.44K +18 +0.1%
OWA
206
Outlook Wealth Advisors
Texas
$1.18M +$30.3K +379 +3%
MSAM
207
Moloney Securities Asset Management
Missouri
$1.18M -$459K -5,746 -28%
HWM
208
HB Wealth Management
Georgia
$1.16M – – –
BRWA
209
B. Riley Wealth Advisors
Florida
$1.15M -$89.5K -1,120 -7%
FPCP
210
Fort Point Capital Partners
California
$1.15M +$28K +350 +3%
RCA
211
Riverview Capital Advisers
Massachusetts
$1.13M – – –
Renaissance Technologies
212
Renaissance Technologies
New York
$1.13M +$1.13M +14,100 New
Brown Advisory
213
Brown Advisory
Maryland
$1.12M – – –
GWM
214
Geneos Wealth Management
Colorado
$1.11M -$39.8K -498 -3%
TFA
215
Transamerica Financial Advisors
Florida
$1.1M +$1.1M +13,750 New
FWIA
216
Fort Washington Investment Advisors
Ohio
$1.07M – – –
F
217
F3Logic
Minnesota
$1.06M +$32.3K +404 +3%
CAM
218
Carret Asset Management
New York
$1.06M -$2K -25 -0.2%
LWANC
219
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05M +$83.9K +1,050 +9%
WWM
220
Westwood Wealth Management
California
$1.04M -$126K -1,580 -11%
LWM
221
Laidlaw Wealth Management
New York
$1.04M -$657K -8,216 -39%
MHWM
222
Montz Harcus Wealth Management
Louisiana
$1.04M +$959 +12 +0.1%
TWP
223
Tempus Wealth Planning
California
$1.03M +$799 +10 +0.1%
GLLW
224
Graves Light Lenhart Wealth
Virginia
$1.02M – – –
CWA
225
Canvas Wealth Advisors
Kansas
$1.02M -$16.9K -212 -2%
7 8
9
10 11