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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
DAS
326
Dynamic Advisor Solutions
Arizona
$2.63M +$150K +1,083 +7%
FWP
327
Firethorn Wealth Partners
Georgia
$2.58M +$2.9K +21 +0.1%
RJT
328
Raymond James Trust
Florida
$2.57M +$38.3K +277 +2%
CAGAS
329
Capital Advisory Group Advisory Services
Minnesota
$2.55M +$99K +716 +4%
VA
330
Valmark Advisers
Ohio
$2.54M +$628K +4,547 +37%
TWP
331
Tempus Wealth Planning
California
$2.49M +$4.28K +31 +0.2%
WWM
332
Western Wealth Management
Colorado
$2.45M +$1.68M +12,126 +290%
TFA
333
Transamerica Financial Advisors
Florida
$2.45M
AIC
334
Ayalon Insurance Company
Israel
$2.44M
TNAM
335
Terra Nova Asset Management
New York
$2.44M +$29.2K +211 +1%
DSC
336
Duncker Streett & Co
Missouri
$2.44M
NCM
337
Northwest Capital Management
Oregon
$2.43M +$1.37M +9,937 +159%
AHC
338
Adell Harriman & Carpenter
Texas
$2.39M -$27.6K -200 -1%
NPP
339
New Potomac Partners
Maryland
$2.39M -$68.7K -497 -3%
PI
340
PFG Investments
New York
$2.37M +$64.7K +468 +3%
OWA
341
Outlook Wealth Advisors
Texas
$2.37M +$280K +2,026 +26%
Brown Advisory
342
Brown Advisory
Maryland
$2.35M +$94.7K +685 +5%
GRP
343
Global Retirement Partners
California
$2.34M +$420K +3,038 +24%
CFG
344
Citizens Financial Group
Rhode Island
$2.33M +$2.14M +15,491 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$2.33M +$352K +2,549 +20%
LFP
346
Leeward Financial Partners
Washington
$2.3M
HPM
347
Hoxton Planning & Management
West Virginia
$2.3M -$7.05K -51 -0.3%
FRA
348
FFG Retirement Advisors
Colorado
$2.29M +$307K +2,220 +17%
JIC
349
Joel Isaacson & Co
New York
$2.27M +$276 +2 +0%
QPWM
350
Quadrant Private Wealth Management
Pennsylvania
$2.24M +$649K +4,697 +46%

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.