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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
IC
301
IEQ Capital
California
$3.3M
NL
302
NWAM LLC
Washington
$3.29M +$142K +896 +5%
NFC
303
Northeast Financial Consultants
Connecticut
$3.28M
FCI
304
Financial Counselors Inc
Kansas
$3.21M -$311K -1,967 -9%
CAM
305
Cobblestone Asset Management
Virginia
$3.2M -$366K -2,315 -10%
CSIC
306
Clifford Swan Investment Counsel
California
$3.19M
DADC
307
D.A. Davidson & Co
Montana
$3.1M +$60.4K +382 +2%
TVM
308
True Vision MN
Minnesota
$3.1M -$72.2K -456 -2%
HWM
309
Hobbs Wealth Management
Indiana
$3.09M +$3.06M +19,347 New
Natixis Advisors
310
Natixis Advisors
Massachusetts
$3.08M +$506K +3,197 +20%
LWANC
311
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.06M +$63.3K +400 +2%
CAGAS
312
Capital Advisory Group Advisory Services
Minnesota
$3.04M +$274K +1,730 +10%
Q1WB
313
Quest 10 Wealth Builders
Virginia
$3.03M +$3.01M +19,021 New
OWCM
314
One Wealth Capital Management
Arizona
$3.03M +$3.01M +19,011 New
GWP
315
Gen-Wealth Partners
Michigan
$3.02M +$22.5K +142 +0.8%
KF
316
KKM Financial
Illinois
$3.01M -$577K -3,644 -16%
CCM
317
Condor Capital Management
New Jersey
$3M -$65.3K -413 -2%
CWM
318
Connecticut Wealth Management
Connecticut
$3M
BFS
319
BridgePort Financial Solutions
Iowa
$2.99M +$3.11M +19,662 New
CAM
320
Cresset Asset Management
Illinois
$2.98M -$752K -4,753 -20%
PA
321
Pinnacle Associates
New York
$2.98M +$7.12K +45 +0.2%
CAG
322
Csenge Advisory Group
Florida
$2.95M -$195K -1,234 -6%
SP
323
Sherman Porfolios
Idaho
$2.92M +$2.9M +18,307 New
DAS
324
Dynamic Advisor Solutions
Arizona
$2.92M +$88.8K +561 +3%
SVWG
325
Shared Vision Wealth Group
United States
$2.91M -$110K -698 -4%

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.