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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$1.75M +$33.6K +243 +2%
HAM
402
Harmony Asset Management
Arizona
$1.74M -$29.3K -212 -2%
ACGDR
403
Atmos Capital Gestao de Recursos
Brazil
$1.74M
HCM
404
Howard Capital Management
Georgia
$1.74M -$17.6K -127 -1%
SCG
405
Sonata Capital Group
Washington
$1.73M
VWA
406
Visionary Wealth Advisors
Illinois
$1.71M -$186K -1,347 -11%
GFPC
407
Global Financial Private Client
Florida
$1.7M +$138 +1 +0%
C1AG
408
Client 1st Advisory Group
Florida
$1.7M +$307K +2,222 +25%
CWA
409
Clarus Wealth Advisors
Arizona
$1.67M -$42K -304 -3%
GLLW
410
Graves Light Lenhart Wealth
Virginia
$1.66M -$70.1K -507 -4%
FNT
411
First National Trust
Pennsylvania
$1.66M +$212K +1,532 +16%
NF
412
Nikulski Financial
Iowa
$1.65M
IAIM
413
International Assets Investment Management
Florida
$1.63M +$118K +856 +9%
MWM
414
Maripau Wealth Management
Indiana
$1.62M -$61.8K -447 -4%
WFS
415
WealthGarden F.S.
California
$1.62M +$1.48M +10,740 New
TPWA
416
Twin Peaks Wealth Advisors
California
$1.6M +$259K +1,876 +21%
MW
417
Marcum Wealth
Ohio
$1.59M -$40.5K -293 -3%
WB
418
WesBanco Bank
West Virginia
$1.58M +$246K +1,780 +20%
AF
419
Apollon Financial
South Carolina
$1.58M
RWP
420
RWA Wealth Partners
Massachusetts
$1.57M
GT
421
Glenmede Trust
Pennsylvania
$1.57M +$33.3K +241 +2%
CAM
422
Concorde Asset Management
Michigan
$1.56M -$200K -1,445 -12%
CAM
423
Carret Asset Management
New York
$1.55M -$87.1K -630 -6%
ACP
424
Aviance Capital Partners
Florida
$1.55M
MWM
425
Maltin Wealth Management
New Jersey
$1.55M -$8.98K -65 -0.6%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.