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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$2.85M +$21.8K +222 +0.9%
FCI
227
Financial Counselors Inc
Kansas
$2.81M -$29.5K -300 -1%
MOS
228
MGO One Seven
Ohio
$2.81M -$9.1M -92,644 -78%
HPM
229
Hoxton Planning & Management
West Virginia
$2.76M -$659K -6,706 -21%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$2.76M -$161K -1,635 -6%
WAM
231
Weinberger Asset Management
California
$2.64M +$1.47K +15 +0.1%
AF
232
Advisornet Financial
Minnesota
$2.58M +$49.6K +505 +2%
William Blair & Company
233
William Blair & Company
Illinois
$2.57M -$222K -2,260 -9%
CCM
234
Ciovacco Capital Management
Georgia
$2.53M +$2.28M +23,264 New
CA
235
CoreCap Advisors
Michigan
$2.52M +$2.27M +23,142 New
Citigroup
236
Citigroup
New York
$2.51M -$3.42M -34,839 -60%
AIM
237
Acropolis Investment Management
Missouri
$2.51M -$159K -1,616 -7%
IWM
238
IHT Wealth Management
Illinois
$2.5M -$20.3K -207 -0.9%
AWE
239
Avidian Wealth Enterprises
Texas
$2.47M +$96.3K +981 +5%
VPIM
240
Vanguard Personalized Indexing Management
California
$2.46M
FTUS
241
Flow Traders U.S.
New York
$2.45M +$673K +6,848 +44%
NL
242
NWAM LLC
Washington
$2.44M -$796K -8,106 -27%
CCM
243
Condor Capital Management
New Jersey
$2.43M -$48.5K -494 -2%
CWM
244
Connecticut Wealth Management
Connecticut
$2.41M -$3.63K -37 -0.2%
FRA
245
FFG Retirement Advisors
Colorado
$2.39M +$295K +3,006 +16%
IA
246
IFP Advisors
Florida
$2.39M +$363K +3,700 +20%
IC
247
IEQ Capital
California
$2.38M +$1.21M +12,299 +129%
MLA
248
My Legacy Advisors
Oregon
$2.32M +$237K +2,417 +13%
NFC
249
Northeast Financial Consultants
Connecticut
$2.32M
LWANC
250
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.28M -$24.6K -250 -1%

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.