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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
CPBTD
251
Central Pacific Bank - Trust Division
Hawaii
$4.46M +$410K +2,590 +10%
BAAM
252
Baker Avenue Asset Management
California
$4.43M +$551K +3,481 +14%
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$4.41M +$514K +3,249 +13%
CCB
254
Country Club Bank
Missouri
$4.41M
FWCM
255
Ferguson Wellman Capital Management
Oregon
$4.4M +$21.5K +136 +0.5%
FMP
256
Financial Management Professionals
Texas
$4.37M +$8.39K +53 +0.2%
RG
257
Rathbones Group
United Kingdom
$4.29M -$177K -1,120 -4%
TWP
258
Triad Wealth Partners
Kansas
$4.28M +$2.24M +14,158 +112%
WP
259
WealthShield Partners
North Carolina
$4.27M -$114K -722 -3%
GCA
260
Gallagher Capital Advisors
Texas
$4.27M +$4.23M +26,737 New
SI
261
Stephens Inc
Arkansas
$4.25M +$124K +782 +3%
PA
262
Parallel Advisors
California
$4.16M +$29.3K +185 +0.7%
MWM
263
Meridian Wealth Management
Kentucky
$4.15M +$1.62M +10,218 +65%
AR
264
Apeiron RIA
Texas
$4.11M +$679K +4,292 +20%
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
$4.1M -$189M -1,192,608 -98%
WA
266
WBH Advisory
Maryland
$4.08M -$72.2K -456 -2%
HI
267
Harbour Investments
Wisconsin
$4.02M +$234K +1,478 +6%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$4M -$44.9K -284 -1%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$4M -$50.3K -318 -1%
TC
270
TownSquare Capital
Utah
$3.99M -$8.94M -56,485 -69%
FFWA
271
Forthright Family Wealth Advisory
Texas
$3.99M -$398K -2,514 -9%
TPWA
272
TRUE Private Wealth Advisors
Oregon
$3.97M -$581K -3,671 -13%
MFA
273
Mayflower Financial Advisors
Massachusetts
$3.96M +$30.1K +190 +0.8%
GT
274
Glenview Trust
Kentucky
$3.93M +$1.65M +10,456 +74%
WAM
275
Weinberger Asset Management
California
$3.89M +$1.74K +11 +0%

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.