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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
376
Bison Wealth
Georgia
$534K +$389K +3,810 +277%
SF
377
Synovus Financial
Georgia
$528K -$5.11K -50 -1%
DI
378
DAGCO Inc
Ohio
$521K +$193K +1,888 +54%
EFL
379
ERn Financial LLC
Wisconsin
$518K -$229K -2,245 -31%
FEM
380
Fulcrum Equity Management
Texas
$512K -$4.25M -41,607 -89%
ES
381
Eagle Strategies
New York
$512K
HVIA
382
Hudson Valley Investment Advisors
New York
$511K
MSFS
383
Main Street Financial Solutions
Pennsylvania
$510K +$204 +2 +0%
SS
384
Simplicity Solutions
Minnesota
$508K -$503K -4,929 -50%
DWM
385
Drive Wealth Management
Utah
$504K
JWBC
386
J.W. Burns & Co
New York
$502K
RW
387
Rede Wealth
Virginia
$502K
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$499K -$275K -2,694 -36%
MCM
389
MV Capital Management
Maryland
$485K -$29K -284 -6%
TA
390
Tiedemann Advisors
New York
$482K
RBFC
391
Roman Butler Fullerton & Co
Missouri
$477K +$204 +2 +0%
XF
392
XML Financial
Maryland
$475K
APP
393
Avantax Planning Partners
Iowa
$471K -$66.6K -652 -12%
CWM
394
Circle Wealth Management
New Jersey
$470K -$91.7K -898 -16%
AWC
395
Abundance Wealth Counselors
Pennsylvania
$469K -$125K -1,224 -21%
SC
396
Sepio Capital
Utah
$469K -$82.1K -804 -15%
BTWM
397
Baker Tilly Wealth Management
Wisconsin
$463K -$190K -1,857 -29%
GC
398
Garde Capital
Washington
$460K
BFC
399
Blue Fin Capital
Rhode Island
$459K
WF
400
Warner Financial
Maryland
$455K

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.