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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
LL
276
LWMG LLC
Minnesota
$1.94M -$85.3K -868 -5%
CCA
277
Conservest Capital Advisors
Pennsylvania
$1.87M -$115K -1,166 -6%
AG
278
Ascent Group
Virginia
$1.86M -$667K -6,793 -28%
MWM
279
Maripau Wealth Management
Indiana
$1.85M +$345K +3,516 +26%
FAIM
280
Financial Advocates Investment Management
Washington
$1.85M +$1.05M +10,644 +168%
CC
281
Copperleaf Capital
North Carolina
$1.84M +$435K +4,430 +35%
DT
282
Diversified Trust
Tennessee
$1.84M
AA
283
AlphaMark Advisors
Kentucky
$1.83M
Manulife (Manufacturers Life Insurance)
284
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.83M +$1.65M +16,800 New
AHC
285
Adell Harriman & Carpenter
Texas
$1.81M -$9.82K -100 -0.6%
DSC
286
Duncker Streett & Co
Missouri
$1.78M
LF
287
Lantz Financial
Illinois
$1.77M +$67.5K +687 +4%
Brown Advisory
288
Brown Advisory
Maryland
$1.77M -$56.6K -576 -3%
AIC
289
Ayalon Insurance Company
Israel
$1.77M -$119K -1,216 -7%
TWC
290
TD Waterhouse Canada
Ontario, Canada
$1.76M +$98 +1 +0%
LPT
291
Legacy Private Trust
Wisconsin
$1.76M -$140K -1,425 -8%
SWA
292
Stratos Wealth Advisors
Ohio
$1.73M +$426K +4,340 +38%
RSWM
293
Robertson Stephens Wealth Management
California
$1.73M +$228K +2,320 +17%
REMPR
294
Roof Eidam Maycock Peralta (REMP)
California
$1.71M
AA
295
Advisory Alpha
Michigan
$1.71M +$689K +7,020 +81%
AAS
296
Ameritas Advisory Services
Nebraska
$1.69M -$1.1M -11,229 -42%
HWM
297
HB Wealth Management
Georgia
$1.68M -$71.3K -726 -4%
LFP
298
Leeward Financial Partners
Washington
$1.68M
TWP
299
Tempus Wealth Planning
California
$1.68M +$54.8K +558 +4%
LA
300
LVW Advisors
New York
$1.67M +$39.4K +401 +3%

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.