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iShares US Technology ETF
IYW

759 hedge funds and large institutions have $6.94B invested in iShares US Technology ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 282 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 41

116% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.1M

52% more funds holding in top 10

Funds holding in top 10: 21 → 32 (+11)

39% more capital invested

Capital invested by funds: $5B → $6.94B (+$1.94B)

38% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 204

8% more funds holding

Funds holding: 701 → 759 (+58)

5.09% more ownership

Funds ownership: 61.04% → 66.13% (+5.1%)

Holders
759
Holders Change
+58
Holders Change %
+8.27%
% of All Funds
12.1%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.51%
New
117
Increased
282
Reduced
204
Closed
41
Calls
$8.86M
Puts
$4.1M
Net Calls
+$4.76M
Net Calls Change
+$221K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
LPL Financial
LPL Financial
California
+$76.4M
3
BlackRock
BlackRock
New York
+$66.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$45.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.2M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
RIG
RiverFront Investment Group
Virginia
-$13M
4
RJA
Raymond James & Associates
Florida
-$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$2.25M -$30.6K -365 -1%
WAM
227
Weinberger Asset Management
California
$2.25M -$111K -1,321 -5%
AG
228
Ascent Group
Virginia
$2.23M +$809K +9,635 +67%
CWM
229
Curi Wealth Management
North Carolina
$2.16M +$943K +11,234 +93%
AF
230
Advisornet Financial
Minnesota
$2.15M +$360K +4,287 +23%
IWM
231
IHT Wealth Management
Illinois
$2.15M -$70.2K -837 -3%
CWG
232
Crown Wealth Group
North Carolina
$2.13M +$1.93M +22,996 New
CCM
233
Condor Capital Management
New Jersey
$2.12M -$28.2K -336 -1%
SI
234
Stephens Inc
Arkansas
$2.1M -$270K -3,219 -12%
VPIM
235
Vanguard Personalized Indexing Management
California
$2.1M – – –
BPA
236
Beacon Pointe Advisors
California
$2.07M +$1.87M +22,339 New
CWM
237
Connecticut Wealth Management
Connecticut
$2.06M +$1.86M +22,165 New
AWE
238
Avidian Wealth Enterprises
Texas
$2.01M +$319K +3,805 +21%
NFC
239
Northeast Financial Consultants
Connecticut
$1.98M -$352K -4,190 -16%
LWANC
240
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.97M +$237K +2,820 +15%
HGERS
241
Householder Group Estate & Retirement Specialist
Arizona
$1.96M +$1.77M +21,072 New
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$1.89M -$441K -5,260 -21%
PIM
243
Parker Investment Management
California
$1.89M +$1.71M +20,388 New
ACGDR
244
Atmos Capital Gestao de Recursos
Brazil
$1.87M – – –
KeyBank National Association
245
KeyBank National Association
Ohio
$1.87M – – –
CSIC
246
Clifford Swan Investment Counsel
California
$1.86M – – –
PFS
247
Prospera Financial Services
Texas
$1.84M +$4.36K +52 +0.3%
WWP
248
WR Wealth Planners
Missouri
$1.83M +$313K +3,724 +23%
MFG
249
Magnus Financial Group
New York
$1.8M -$205K -2,446 -11%
VWA
250
Visionary Wealth Advisors
Illinois
$1.79M – – –
8 9
10
11 12

IYW Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2023, worth a combined $6.94B — up 39% from $5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IYW positions and 41 closed out — a net gain of 76 holders — while 282 added to existing stakes and 204 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $360M. The largest seller was Bank of America, cutting an estimated $16.2M.

  • 759 institutional investors held iShares US Technology ETF (IYW) as of Q1 2023, up from 701 in Q4 2022.
  • Funds reported $6.94B of iShares US Technology ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 117 funds opened new iShares US Technology ETF positions in Q1 2023 and 41 closed out, a net change of +76 holders.
  • The largest iShares US Technology ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $360M added.
  • The largest iShares US Technology ETF seller in Q1 2023 was Bank of America, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2023.