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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
SHFP
376
Second Half Financial Partners
Florida
$2.35M +$2.33M +14,753 New
MLA
377
My Legacy Advisors
Oregon
$2.34M -$71K -449 -3%
FWP
378
Firethorn Wealth Partners
Georgia
$2.34M -$145K -914 -6%
FRA
379
FFG Retirement Advisors
Colorado
$2.32M -$82.8K -523 -3%
MYIA
380
Mount Yale Investment Advisors
Colorado
$2.31M -$375K -2,370 -14%
CF
381
Centaurus Financial
California
$2.29M -$46.7K -295 -2%
NCM
382
Northwest Capital Management
Oregon
$2.27M -$262K -1,658 -10%
REMPR
383
Roof Eidam Maycock Peralta (REMP)
California
$2.26M
EGWAG
384
Elwood & Goetz Wealth Advisory Group
Georgia
$2.25M -$28.2K -178 -1%
CI
385
CPR Investments
Michigan
$2.24M +$779K +4,921 +54%
RSWM
386
Robertson Stephens Wealth Management
California
$2.23M -$898K -5,677 -29%
LA
387
LVW Advisors
New York
$2.2M +$41.1K +260 +2%
TNBTD
388
Trustmark National Bank Trust Department
Mississippi
$2.2M -$5.38K -34 -0.2%
WA
389
Waverly Advisors
Alabama
$2.19M -$581K -3,674 -21%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$54.7K -346 -2%
C1AG
391
Client 1st Advisory Group
Florida
$2.18M +$238K +1,502 +12%
Focus Partners Wealth
392
Focus Partners Wealth
Massachusetts
$2.17M +$790K +4,990 +58%
LF
393
Lantz Financial
Illinois
$2.16M -$92.1K -582 -4%
CRWM
394
Castle Rock Wealth Management
California
$2.15M +$57.4K +363 +3%
ES
395
Eagle Strategies
New York
$2.12M +$261K +1,650 +14%
SYBT
396
Stock Yards Bank & Trust
Kentucky
$2.12M -$4.59K -29 -0.2%
AWA
397
Arkadios Wealth Advisors
Georgia
$2.11M +$302K +1,910 +17%
IWA
398
IBEX Wealth Advisors
New Jersey
$2.11M +$2.09M +13,201 New
SC
399
Savant Capital
Illinois
$2.1M +$1.3M +8,224 +167%
MSWMA
400
Market Street Wealth Management Advisors
Indiana
$2.09M -$121K -767 -6%

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.