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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
OC
251
Oppenheimer & Co
New York
$1.2M -$26.6K -261 -2%
LSPW
252
Lake Street Private Wealth
Illinois
$1.19M -$3.78K -37 -0.3%
SAM
253
Strategy Asset Managers
California
$1.19M +$589K +5,773 +101%
CWA
254
Canvas Wealth Advisors
Kansas
$1.18M -$47.2K -462 -3%
EFS
255
Essex Financial Services
Connecticut
$1.18M +$117K +1,150 +11%
Citigroup
256
Citigroup
New York
$1.18M -$1.69M -16,546 -59%
PCG
257
Private Capital Group
Connecticut
$1.18M
WA
258
Wealthstar Advisors
Texas
$1.15M -$25.5K -250 -2%
MWM
259
Maltin Wealth Management
New Jersey
$1.15M -$72.9K -714 -6%
EP
260
Eudaimonia Partners
Tennessee
$1.14M +$1.13M +11,106 New
NCM
261
NCM Capital Management
New Jersey
$1.14M +$6.54K +64 +0.6%
MCC
262
Money Concepts Capital
Florida
$1.14M +$456K +4,467 +68%
HTC
263
Haverford Trust Company
Pennsylvania
$1.14M
RH
264
RFG Holdings
Texas
$1.14M +$613 +6 +0.1%
GT
265
Glenview Trust
Kentucky
$1.13M -$8.98K -88 -0.8%
MM
266
Meridian Management
Arkansas
$1.13M
RCA
267
Riverview Capital Advisers
Massachusetts
$1.13M
MWA
268
Meridian Wealth Advisors
Texas
$1.13M -$66.4K -650 -6%
DY
269
Dowling & Yahnke
California
$1.13M +$46.5K +455 +4%
BFO
270
Boston Family Office
Massachusetts
$1.11M -$40.8K -400 -4%
ACP
271
Aviance Capital Partners
Florida
$1.11M
JIC
272
Joel Isaacson & Co
New York
$1.1M -$9.19K -90 -0.8%
AA
273
Advisory Alpha
Michigan
$1.1M -$78.4K -768 -7%
HPM
274
Hudson Portfolio Management
New York
$1.1M +$1.53K +15 +0.1%
RSWM
275
Robertson Stephens Wealth Management
California
$1.1M -$19.9K -195 -2%

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.