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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
MIS
301
Morningstar Investment Services
Illinois
$2.96M +$807K +5,837 +42%
MYIA
302
Mount Yale Investment Advisors
Colorado
$2.95M -$280K -2,026 -9%
CCM
303
Condor Capital Management
New Jersey
$2.95M +$40.4K +292 +2%
SWA
304
Stratos Wealth Advisors
Ohio
$2.93M +$104K +750 +4%
CAM
305
Cresset Asset Management
Illinois
$2.93M +$28.6K +207 +1%
VPIM
306
Vanguard Personalized Indexing Management
California
$2.93M -$464K -3,361 -15%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$2.89M +$2.44M +17,684 +1,175%
GWP
308
Gen-Wealth Partners
Michigan
$2.89M -$34K -246 -1%
FFL
309
Financial Freedom LLC
Ohio
$2.87M +$2.28M +16,525 +644%
SVWG
310
Shared Vision Wealth Group
United States
$2.84M +$8.57K +62 +0.3%
SPAS
311
Spectrum Planning & Advisory Services
California
$2.82M +$2.58M +18,666 New
PA
312
Pinnacle Associates
New York
$2.81M +$4.15K +30 +0.2%
LWANC
313
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.8M +$78.8K +570 +3%
SIM
314
Seaview Investment Managers
Florida
$2.79M -$1.51M -10,899 -37%
FHB
315
First Hawaiian Bank
Hawaii
$2.77M -$60.1K -435 -2%
HTC
316
Haverford Trust Company
Pennsylvania
$2.77M -$22.5K -163 -0.9%
EL
317
EQ LLC
Washington
$2.76M +$174K +1,261 +7%
PCM
318
Parsons Capital Management
Rhode Island
$2.75M
PTC
319
Private Trust Company
Ohio
$2.73M +$58.3K +422 +2%
WANY
320
Wealthspire Advisors (New York)
New York
$2.71M -$295K -2,133 -11%
DAS
321
Diversify Advisory Services
Utah
$2.69M +$268K +1,937 +13%
MGIA
322
Matthew Goff Investment Advisor
Texas
$2.69M -$55.1K -399 -2%
KPWS
323
Kestra Private Wealth Services
Texas
$2.68M +$120K +869 +5%
FUBT
324
First United Bank & Trust
Maryland
$2.67M -$25.6K -185 -1%
IA
325
IFP Advisors
Florida
$2.66M -$61.9K -448 -2%

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.