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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
F
226
F3Logic
Minnesota
$1.33M +$122K +1,196 +10%
NEWAS
227
N.E.W. Advisory Services
Wisconsin
$1.32M +$389K +3,813 +34%
IUHSA
228
Itau Unibanco Holding S.A.
Brazil
$1.31M +$1.3M +12,760 New
GLLW
229
Graves Light Lenhart Wealth
Virginia
$1.31M
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1.31M -$12.3K -120 -0.9%
HWA
231
HCR Wealth Advisors
California
$1.3M -$21.1K -207 -2%
PWP
232
Principle Wealth Partners
Connecticut
$1.3M -$4.08K -40 -0.3%
PP
233
Patten & Patten
Tennessee
$1.29M
IWA
234
IBEX Wealth Advisors
New Jersey
$1.28M -$73.5K -720 -5%
KPW
235
Kore Private Wealth
New York
$1.28M +$131K +1,282 +11%
AFWM
236
AMJ Financial Wealth Management
Virginia
$1.27M -$727K -7,121 -37%
PCM
237
Poehling Capital Management
Wisconsin
$1.26M -$12.5K -122 -1%
EA
238
Eudaimonia Advisors
Tennessee
$1.26M +$88.4K +866 +8%
SFS
239
Security Financial Services
Indiana
$1.25M -$590K -5,782 -32%
FNT
240
First National Trust
Pennsylvania
$1.25M -$62.5K -612 -5%
LWANC
241
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.25M -$299K -2,930 -19%
COCM
242
Charter Oak Capital Management
New Hampshire
$1.24M -$13.2K -129 -1%
MCM
243
MAI Capital Management
Ohio
$1.24M +$192K +1,880 +19%
BFA
244
Bragg Financial Advisors
North Carolina
$1.23M -$10.2K -100 -0.8%
SCG
245
Sonata Capital Group
Washington
$1.23M
RIA
246
Regal Investment Advisors
Michigan
$1.21M -$19.1K -187 -2%
NA
247
Navellier & Associates
Nevada
$1.21M -$40.4K -396 -3%
SPAS
248
Spectrum Planning & Advisory Services
California
$1.21M -$209K -2,042 -15%
MA
249
Montag & Associates
Georgia
$1.2M -$55.1K -540 -4%
FP
250
Financial Perspectives
Minnesota
$1.2M +$7.25K +71 +0.6%

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.