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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
SIM
401
Synergy Investment Management
Florida
$2.09M +$2.07M +13,100 New
WA
402
Waddell & Associates
Tennessee
$2.09M
LWM
403
LongView Wealth Management
Georgia
$2.09M +$8.7K +55 +0.4%
CAM
404
Concorde Asset Management
Michigan
$2.08M +$268K +1,694 +15%
CV
405
Counterweight Ventures
North Carolina
$2.08M +$5.85K +37 +0.3%
PIA
406
Panoramic Investment Advisors
Colorado
$2.07M +$307K +1,939 +18%
NA
407
Navellier & Associates
Nevada
$2.03M +$738K +4,661 +58%
DAS
408
Diversify Advisory Services
Utah
$2.03M -$316K -1,996 -13%
SP
409
Stonebrook Private
Michigan
$2.02M -$73.4K -464 -4%
CCFM
410
Clear Creek Financial Management
Washington
$2.02M -$3.42M -21,638 -63%
BWA
411
Bordeaux Wealth Advisors
California
$2.01M -$1.11K -7 -0.1%
HPM
412
Hoxton Planning & Management
West Virginia
$2M -$214K -1,354 -10%
CWP
413
Cyndeo Wealth Partners
Florida
$2M -$33.1K -209 -2%
MSAM
414
Moloney Securities Asset Management
Missouri
$1.99M -$8.46M -53,476 -81%
WI
415
Westbourne Investments
Virginia
$1.96M +$1.94M +12,260 New
BA
416
Ballew Advisors
Mississippi
$1.93M +$197K +1,246 +11%
FGA
417
Fortis Group Advisors
New Jersey
$1.93M +$503K +3,181 +36%
FAIM
418
Financial Advocates Investment Management
Washington
$1.92M -$3.74M -23,608 -66%
MFG
419
Magnus Financial Group
New York
$1.92M +$29.1K +184 +2%
FP
420
Financial Perspectives
Minnesota
$1.91M +$19.6K +124 +1%
TPWA
421
Twin Peaks Wealth Advisors
California
$1.9M +$94K +594 +5%
PWP
422
Principle Wealth Partners
Connecticut
$1.89M -$116K -730 -6%
WS
423
Wedbush Securities
California
$1.88M -$70.9K -448 -4%
WA
424
WESPAC Advisors
California
$1.88M +$901K +5,696 +94%
AA
425
AlphaMark Advisors
Kentucky
$1.88M -$85K -537 -4%

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.