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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
MM
401
Meridian Management
Arkansas
$1M
LNC
402
Lincoln National Corp
Pennsylvania
$997K +$354K +3,603 +65%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$994K +$35.1K +357 +4%
PNC
404
Park National Corp
Ohio
$982K -$14.3K -146 -2%
GT
405
Greenleaf Trust
Michigan
$980K +$550K +5,600 +165%
EP
406
Eudaimonia Partners
Tennessee
$975K +$13.1K +133 +2%
RFP
407
RCS Financial Planning
Maryland
$974K +$119K +1,211 +16%
MWM
408
Meridian Wealth Management
Kentucky
$966K +$143K +1,451 +20%
WB
409
WesBanco Bank
West Virginia
$961K
GT
410
Glenmede Trust
Pennsylvania
$951K
FSA
411
Financial Services Advisory
Maryland
$951K +$18.7K +190 +2%
VCM
412
Vivaldi Capital Management
Illinois
$943K
GWP
413
Gateway Wealth Partners
Wisconsin
$937K -$49.6K -505 -6%
OC
414
Oppenheimer & Co
New York
$931K -$29.2K -297 -3%
CIA
415
Choate Investment Advisors
Massachusetts
$923K
NF
416
Nikulski Financial
Iowa
$921K +$393 +4 +0%
CBA
417
Coastal Bridge Advisors
Connecticut
$913K
MCM
418
MAI Capital Management
Ohio
$903K +$40.5K +412 +5%
AIFAIM
419
American Institute for Advanced Investment Management
Arizona
$900K +$30.4K +310 +4%
JWA
420
JFS Wealth Advisors
Pennsylvania
$896K +$7.96K +81 +1%
JWCA
421
J.W. Cole Advisors
Florida
$890K -$3M -30,537 -79%
IAIM
422
International Assets Investment Management
Florida
$886K -$386K -3,928 -33%
WEG
423
World Equity Group
Illinois
$876K -$4.08M -41,524 -84%
FCH
424
Freestone Capital Holdings
Washington
$875K +$393 +4 +0%
CRC
425
Curi RMB Capital
Illinois
$865K

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.