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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$3.54M -$116K -841 -3%
OWMIAS
277
One Wealth Management Investment & Advisory Services
Florida
$3.53M -$150K -1,083 -4%
Cerity Partners
278
Cerity Partners
New York
$3.52M +$284K +2,052 +10%
TWM
279
Tradition Wealth Management
Minnesota
$3.51M +$663K +4,794 +26%
William Blair & Company
280
William Blair & Company
Illinois
$3.45M +$66.3K +480 +2%
BBWP
281
Beacon Bridge Wealth Partners
Pennsylvania
$3.41M +$477K +3,450 +18%
SWM
282
SigFig Wealth Management
California
$3.41M -$45.9K -332 -1%
LWM
283
Laidlaw Wealth Management
New York
$3.41M -$70.8K -512 -2%
SWP
284
ShoreHaven Wealth Partners
New Jersey
$3.36M -$76.6K -554 -2%
CWM
285
Connecticut Wealth Management
Connecticut
$3.33M
MOS
286
MGO One Seven
Ohio
$3.3M +$43.7K +316 +1%
AIM
287
Acropolis Investment Management
Missouri
$3.25M -$88.4K -640 -3%
FCI
288
Financial Counselors Inc
Kansas
$3.24M -$39.2K -284 -1%
CV
289
Counterweight Ventures
North Carolina
$3.22M +$146K +1,059 +5%
KeyBank National Association
290
KeyBank National Association
Ohio
$3.22M +$244K +1,764 +9%
SFS
291
Sowell Financial Services
Arkansas
$3.17M -$1.1M -7,951 -27%
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$3.16M +$1.98M +14,348 +231%
NFC
293
Northeast Financial Consultants
Connecticut
$3.12M
CAG
294
Csenge Advisory Group
Florida
$3.12M -$1.04M -7,545 -27%
TVM
295
True Vision MN
Minnesota
$3.11M -$76.8K -556 -3%
IC
296
IEQ Capital
California
$3.11M
BWP
297
Balboa Wealth Partners
Arizona
$3.11M +$160K +1,160 +6%
AA
298
Ancora Advisors
Ohio
$3.05M +$965K +6,984 +52%
CSIC
299
Clifford Swan Investment Counsel
California
$3.01M
MCM
300
MAI Capital Management
Ohio
$3M +$39.4K +285 +1%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.