We are live on ! Find out more
IYW icon

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
RCA
376
Riverview Capital Advisers
Massachusetts
$1.13M
SFG
377
Sovereign Financial Group
Connecticut
$1.13M +$140K +1,422 +16%
TFA
378
Transamerica Financial Advisors
Florida
$1.12M -$3.04K -31 -0.3%
WHCI
379
W.H. Cornerstone Investments
Massachusetts
$1.11M +$437K +4,450 +78%
CAL
380
Capital Analysts LLC
Pennsylvania
$1.1M +$56.2K +572 +6%
NCM
381
NCM Capital Management
New Jersey
$1.1M +$7.96K +81 +0.8%
BFO
382
Boston Family Office
Massachusetts
$1.1M -$68.8K -700 -6%
GWM
383
Geneos Wealth Management
Colorado
$1.09M +$42.3K +431 +4%
CRI
384
Commonwealth Retirement Investments
Virginia
$1.08M +$4.13K +42 +0.4%
LSPW
385
Lake Street Private Wealth
Illinois
$1.08M -$1.57K -16 -0.2%
RCM
386
Raleigh Capital Management
North Carolina
$1.08M -$25.9K -264 -3%
KPWS
387
Kestra Private Wealth Services
Texas
$1.07M +$30.2K +307 +3%
BIC
388
Beach Investment Counsel
Pennsylvania
$1.07M
MWA
389
Meridian Wealth Advisors
Texas
$1.06M -$112K -1,138 -10%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$1.05M +$295 +3 +0%
BFA
391
BMS Financial Advisors
South Dakota
$1.05M -$940K -9,566 -50%
AWM
392
Alterna Wealth Management
Texas
$1.05M +$534K +5,436 +130%
LA
393
Lane & Associates
New Jersey
$1.05M +$330K +3,365 +54%
CTA
394
Chesley Taft & Associates
Illinois
$1.05M
EH
395
Equitable Holdings
New York
$1.04M +$308K +3,132 +49%
PIMG
396
Patriot Investment Management Group
Tennessee
$1.04M -$43.2K -440 -4%
EWA
397
EP Wealth Advisors
California
$1.02M +$1.42M +14,480 +324%
HPM
398
Hudson Portfolio Management
New York
$1.02M -$10.3K -105 -1%
CF
399
Centaurus Financial
California
$1.02M -$582K -5,929 -39%
DC
400
Davenport & Co
Virginia
$1.02M -$105K -1,071 -10%

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.