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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
SCG
351
Sonata Capital Group
Washington
$1.25M -$19.6K -200 -2%
OCM
352
One Capital Management
California
$1.24M +$1.12M +11,406 New
SFA
353
Source Financial Advisors
New York
$1.24M +$12.2K +124 +1%
FNT
354
First National Trust
Pennsylvania
$1.22M -$26.8K -273 -2%
CWA
355
Clarus Wealth Advisors
Arizona
$1.22M +$1.11M +11,338 New
USCWA
356
U.S. Capital Wealth Advisors
Texas
$1.21M +$135K +1,373 +14%
RW
357
Regimen Wealth
Georgia
$1.21M +$283K +2,878 +35%
VA
358
Valmark Advisers
Ohio
$1.2M -$55.4K -564 -5%
SW
359
Simplicity Wealth
New Jersey
$1.19M +$61.7K +628 +6%
SW
360
SVB Wealth
Massachusetts
$1.18M -$11.7K -119 -1%
CWA
361
Canvas Wealth Advisors
Kansas
$1.18M -$6.09K -62 -0.6%
HWA
362
HCR Wealth Advisors
California
$1.18M -$30.8K -314 -3%
ACP
363
Aviance Capital Partners
Florida
$1.17M
COCM
364
Charter Oak Capital Management
New Hampshire
$1.17M +$80.6K +821 +8%
ICP
365
Interchange Capital Partners
Pennsylvania
$1.17M +$245K +2,496 +30%
PP
366
Patten & Patten
Tennessee
$1.16M
BA
367
Ballew Advisors
Mississippi
$1.15M
WA
368
Wealthstar Advisors
Texas
$1.15M +$98 +1 +0%
WAL
369
W Advisors LLC
Tennessee
$1.15M +$153K +1,558 +17%
NA
370
Navellier & Associates
Nevada
$1.15M -$54.1K -551 -5%
QPWM
371
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$184K +1,876 +22%
CAM
372
Concorde Asset Management
Michigan
$1.15M +$25.9K +264 +3%
CRWM
373
Castle Rock Wealth Management
California
$1.14M -$215K -2,194 -17%
APW
374
Aurora Private Wealth
New Jersey
$1.13M -$24.3K -247 -2%
MWM
375
Maltin Wealth Management
New Jersey
$1.13M -$4.32K -44 -0.4%

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.