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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
CC
401
Courier Capital
New York
$453K
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$453K +$14K +137 +3%
EWM
403
Executive Wealth Management
Michigan
$451K +$102 +1 +0%
TA
404
TFG Advisers
Michigan
$448K -$5.21K -51 -1%
GRP
405
Global Retirement Partners
California
$444K +$550K +5,383 New
GW
406
GW & Wade
Massachusetts
$441K
BFS
407
Bradley Foster & Sargent
Connecticut
$428K
FWP
408
FAS Wealth Partners
Kansas
$427K
FAIM
409
Financial Advocates Investment Management
Washington
$426K -$97.5K -955 -19%
DADC
410
D.A. Davidson & Co
Montana
$421K +$92.4K +905 +28%
LWA
411
Lenox Wealth Advisors
New York
$420K
MPW
412
Monterey Private Wealth
California
$419K +$409K +4,001 New
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$418K -$18.4K -180 -4%
DAS
414
Dynamic Advisor Solutions
Arizona
$413K -$34.3K -336 -8%
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$412K
UB
416
UMB Bank
Missouri
$412K
TFA
417
Teamwork Financial Advisors
Texas
$405K +$401K +3,928 New
LA
418
LexAurum Advisors
Kansas
$404K -$81.4K -797 -17%
HIA
419
Harbor Investment Advisory
Maryland
$397K
NGA
420
Naples Global Advisors
Florida
$392K
WWM
421
Western Wealth Management
Colorado
$388K -$24K -235 -6%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$386K -$212K -2,080 -36%
AP
423
Advisor Partners
California
$385K
HH
424
Hilltop Holdings
Texas
$384K -$20.6K -202 -5%
PWM
425
Penobscot Wealth Management
Maine
$382K -$4.8K -47 -1%

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.