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iShares US Technology ETF

1,147 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 365 increasing their positions, 399 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 42

58% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $11.5M

41% more funds holding in top 10

Funds holding in top 10: 3245 (+13)

38% more capital invested

Capital invested by funds: $12.1B → $16.6B (+$4.56B)

7% more funds holding

Funds holding: 1,0701,147 (+77)

9% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 399

1.14% less ownership

Funds ownership: 66.22%65.07% (-1.1%)

Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.59%
New
147
Increased
365
Reduced
399
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$5M +$967K +6,112 +24%
GL
227
Graypoint LLC
New York
$4.94M -$31.2K -197 -0.6%
FFS
228
Founders Financial Securities
Maryland
$4.9M -$1.42K -9 -0%
Citigroup
229
Citigroup
New York
$4.9M -$2.99M -18,891 -38%
SA
230
Sovran Advisors
California
$4.85M +$4.9M +30,987 New
MWS
231
Maxwell Wealth Strategies
California
$4.85M +$139K +877 +3%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$4.83M +$3.26M +20,584 +213%
MW
233
Maia Wealth
Colorado
$4.82M +$29.4K +186 +0.6%
EL
234
EWA LLC
Pennsylvania
$4.82M +$354K +2,235 +8%
AWP
235
Avid Wealth Partners
Texas
$4.8M -$340K -2,149 -7%
TF
236
Trek Financial
Arizona
$4.75M -$4.35M -27,462 -48%
CSWG
237
Cardinal Strategic Wealth Guidance
Kentucky
$4.73M -$318K -2,009 -6%
RCA
238
Runnymede Capital Advisors
Ohio
$4.73M +$4.69M +29,655 New
William Blair & Company
239
William Blair & Company
Illinois
$4.7M +$357K +2,258 +8%
FAM
240
Forte Asset Management
New York
$4.7M -$322K -2,033 -6%
CL
241
Choreo LLC
Illinois
$4.68M -$243K -1,538 -5%
SL
242
Sentinus LLC
Illinois
$4.63M +$2.17M +13,706 +90%
FFL
243
Financial Freedom LLC
Ohio
$4.6M +$198K +1,254 +5%
JIP
244
Jaffetilchin Investment Partners
Florida
$4.58M +$10.9K +69 +0.2%
BBWP
245
Beacon Bridge Wealth Partners
Pennsylvania
$4.57M +$44.6K +282 +1%
MBT
246
Montecito Bank & Trust
California
$4.52M +$48.1K +304 +1%
AA
247
Ancora Advisors
Ohio
$4.52M +$540K +3,411 +14%
BHWM
248
Bay Harbor Wealth Management
Maryland
$4.51M +$8.07K +51 +0.2%
AWE
249
Avidian Wealth Enterprises
Texas
$4.49M -$72K -455 -2%
IA
250
IFG Advisory
Georgia
$4.46M -$85.6K -541 -2%

IYW Hedge Fund Activity: Q4 2024 in Review

1,147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2024, worth a combined $16.6B — up 38% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IYW positions and 42 closed out — a net gain of 105 holders — while 365 added to existing stakes and 399 trimmed.

The largest buyer was LPL Financial, adding an estimated $155M. The largest seller was International Assets Investment Management, cutting an estimated $501M.

  • 1,147 institutional investors held iShares US Technology ETF (IYW) as of Q4 2024, up from 1,070 in Q3 2024.
  • Funds reported $16.6B of iShares US Technology ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 147 funds opened new iShares US Technology ETF positions in Q4 2024 and 42 closed out, a net change of +105 holders.
  • The largest iShares US Technology ETF buyer in Q4 2024 was LPL Financial, an estimated $155M added.
  • The largest iShares US Technology ETF seller in Q4 2024 was International Assets Investment Management, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2024.