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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
PCA
251
Pallas Capital Advisors
Massachusetts
$2.27M +$1.98M +20,194 New
SI
252
Stephens Inc
Arkansas
$2.26M -$189K -1,924 -8%
PCTC
253
Perkins Coie Trust Company
Washington
$2.21M +$1.77M +18,005 +776%
ACGDR
254
Atmos Capital Gestao de Recursos
Brazil
$2.19M
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$2.18M -$32.1K -327 -2%
CSIC
256
Clifford Swan Investment Counsel
California
$2.18M
Cerity Partners
257
Cerity Partners
New York
$2.17M +$129K +1,311 +7%
P
258
Pariax
California
$2.16M -$911K -9,277 -32%
KeyBank National Association
259
KeyBank National Association
Ohio
$2.15M -$36.8K -375 -2%
WWP
260
WR Wealth Planners
Missouri
$2.13M -$13.5K -137 -0.7%
PWMG
261
Provence Wealth Management Group
California
$2.11M +$72.4K +737 +4%
PCM
262
Parsons Capital Management
Rhode Island
$2.1M
CWM
263
Centurion Wealth Management
Virginia
$2.09M +$3.04K +31 +0.2%
GRP
264
Global Retirement Partners
California
$2.08M -$48.5K -494 -3%
PA
265
Pinnacle Associates
New York
$2.07M
HTC
266
Haverford Trust Company
Pennsylvania
$2.07M
PTC
267
Private Trust Company
Ohio
$2.06M +$1.16M +11,770 +165%
FUBT
268
First United Bank & Trust
Maryland
$2.05M -$19.6K -200 -1%
KWS
269
Keystone Wealth Services
California
$2.04M +$387K +3,945 +27%
NPP
270
New Potomac Partners
Maryland
$2.04M -$758K -7,713 -29%
AssetMark Inc
271
AssetMark Inc
California
$2.01M +$745K +7,585 +70%
MGIA
272
Matthew Goff Investment Advisor
Texas
$1.99M
WANY
273
Wealthspire Advisors (New York)
New York
$1.98M -$32K -326 -2%
AC
274
Allstate Corporation
Illinois
$1.97M +$1.78M +18,137 New
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$1.95M -$32.7K -333 -2%

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.