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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
WWM
326
Westwood Wealth Management
California
$1.4M -$982 -10 -0.1%
AFG
327
Atomi Financial Group
New York
$1.4M -$241K -2,449 -16%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$1.38M -$18.5K -188 -1%
VWA
329
Visionary Wealth Advisors
Illinois
$1.37M -$655K -6,672 -35%
BWA
330
Bordeaux Wealth Advisors
California
$1.37M
PWP
331
Principle Wealth Partners
Connecticut
$1.37M
PRS
332
Pinkerton Retirement Specialists
Idaho
$1.36M +$1.23M +12,479 New
CFG
333
Cooper Financial Group
California
$1.34M +$67K +682 +6%
MW
334
Marcum Wealth
Ohio
$1.33M -$28.7K -292 -2%
SAM
335
Smithbridge Asset Management
Pennsylvania
$1.33M -$4.13K -42 -0.3%
GM
336
GeoWealth Management
Illinois
$1.33M +$55.2K +562 +5%
GFA
337
Gallagher Fiduciary Advisors
Illinois
$1.32M +$75.7K +771 +7%
IFG
338
Independent Financial Group
California
$1.31M +$276K +2,810 +31%
MSAM
339
Moloney Securities Asset Management
Missouri
$1.3M -$54.6K -556 -4%
BFA
340
Bragg Financial Advisors
North Carolina
$1.3M
PAMG
341
Patton Albertson Miller Group
Tennessee
$1.29M +$895K +9,111 +337%
Two Sigma Advisers
342
Two Sigma Advisers
New York
$1.28M +$1.16M +11,800 New
GFPC
343
Global Financial Private Client
Florida
$1.28M +$62.3K +634 +6%
GLLW
344
Graves Light Lenhart Wealth
Virginia
$1.28M -$72.6K -739 -6%
FP
345
Financial Perspectives
Minnesota
$1.27M -$98 -1 -0%
HCM
346
Howard Capital Management
Georgia
$1.27M +$1.15M +11,676 New
MFG
347
Magnus Financial Group
New York
$1.27M -$764K -7,783 -40%
CAM
348
Carret Asset Management
New York
$1.26M
FA
349
FDx Advisors
Illinois
$1.25M +$402K +4,095 +55%
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$283K +2,879 +33%

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.