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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
WAL
351
W Advisors LLC
Tennessee
$2.55M +$46.8K +296 +2%
Brown Advisory
352
Brown Advisory
Maryland
$2.53M -$24.8K -157 -1%
CCA
353
Conservest Capital Advisors
Pennsylvania
$2.52M -$54.3K -343 -2%
First Manhattan
354
First Manhattan
New York
$2.51M +$2.49M +15,739 New
CF
355
Collier Financial
Colorado
$2.51M +$2.49M +15,726 New
SEM
356
Strategic Equity Management
Arizona
$2.5M +$223K +1,408 +10%
SF
357
SWP Financial
California
$2.5M +$2.48M +15,650 New
CFG
358
Citizens Financial Group
Rhode Island
$2.48M +$62.3K +394 +3%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$2.47M -$1.88M -11,872 -43%
KWA
360
Kingswood Wealth Advisors
California
$2.45M +$146K +921 +6%
FWIA
361
Fort Washington Investment Advisors
Ohio
$2.45M +$58.2K +368 +2%
LFP
362
Leeward Financial Partners
Washington
$2.44M
UW
363
Unique Wealth
Florida
$2.43M +$1.16M +7,352 +93%
AHC
364
Adell Harriman & Carpenter
Texas
$2.41M -$127K -800 -5%
PTC
365
Private Trust Company
Ohio
$2.41M -$186K -1,176 -7%
BEI
366
Benjamin Edwards Inc
Missouri
$2.4M -$8.07K -51 -0.3%
DSC
367
Duncker Streett & Co
Missouri
$2.39M -$190K -1,200 -7%
FPCP
368
Fort Point Capital Partners
California
$2.39M +$13.4K +85 +0.6%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$2.39M +$2.05M +12,979 +643%
KWS
370
Keystone Wealth Services
California
$2.39M +$316 +2 +0%
VCM
371
Virtue Capital Management
Tennessee
$2.38M -$60.6K -383 -2%
JIC
372
Joel Isaacson & Co
New York
$2.38M +$158 +1 +0%
TFA
373
Transamerica Financial Advisors
Florida
$2.37M -$19.5K -123 -0.8%
HWM
374
HB Wealth Management
Georgia
$2.36M -$12K -76 -0.5%
VPP
375
Vertex Planning Partners
Illinois
$2.36M +$97.8K +618 +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.