We are live on ! Find out more
IYW icon

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
ACM
301
Absolute Capital Management
Pennsylvania
$1.65M +$1.02M +10,431 +219%
VWM
302
Venturi Wealth Management
Texas
$1.63M -$32K -326 -2%
C1AG
303
Client 1st Advisory Group
Florida
$1.63M +$24.8K +252 +2%
CAM
304
Cresset Asset Management
Illinois
$1.63M +$699K +7,119 +91%
PFA
305
Pinnacle Family Advisors
Missouri
$1.61M -$71.9K -732 -5%
EWA
306
EverSource Wealth Advisors
Alabama
$1.6M +$880K +8,964 +156%
VPP
307
Vertex Planning Partners
Illinois
$1.59M +$81.3K +828 +6%
SYBT
308
Stock Yards Bank & Trust
Kentucky
$1.58M -$91.6K -933 -6%
WIA
309
World Investment Advisors
California
$1.58M +$30.8K +314 +2%
TNAM
310
Terra Nova Asset Management
New York
$1.57M -$6.78K -69 -0.5%
EGWAG
311
Elwood & Goetz Wealth Advisory Group
Georgia
$1.57M -$210K -2,136 -13%
GT
312
Glenview Trust
Kentucky
$1.56M -$310K -3,153 -18%
JIC
313
Joel Isaacson & Co
New York
$1.56M -$32.4K -330 -2%
RPGK
314
Retirement Planning Group (Kansas)
Kansas
$1.54M +$1.39M +14,154 New
RJT
315
Raymond James Trust
Florida
$1.54M +$25.2K +257 +2%
DAS
316
Dynamic Advisor Solutions
Arizona
$1.53M +$160K +1,633 +13%
DI
317
DFPG Investments
Utah
$1.53M +$622K +6,329 +88%
D
318
Dentgroup
Louisiana
$1.51M +$449K +4,570 +49%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$1.51M +$75K +764 +6%
FPCP
320
Fort Point Capital Partners
California
$1.46M -$6.68K -68 -0.5%
TCA
321
Transcend Capital Advisors
New Jersey
$1.44M -$15K -153 -1%
SOS
322
Silver Oak Securities
Tennessee
$1.44M +$567K +5,777 +77%
SS
323
Sunbelt Securities
Texas
$1.44M +$4.13K +42 +0.3%
FWIA
324
Fort Washington Investment Advisors
Ohio
$1.43M
MHWM
325
Montz Harcus Wealth Management
Louisiana
$1.42M +$786 +8 +0.1%

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.