We are live on ! Find out more
IYW icon

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
AA
426
Ancora Advisors
Ohio
$865K +$1.77K +18 +0.2%
E
427
ETFidea
New York
$865K -$491 -5 -0.1%
MA
428
MKT Advisors
California
$848K +$339K +3,448 +85%
KNW
429
Kesler Norman & Wride
Utah
$836K -$13.8K -141 -2%
Franklin Resources
430
Franklin Resources
California
$832K -$902K -9,182 -55%
EFS
431
Essex Financial Services
Connecticut
$832K -$104K -1,060 -12%
PA
432
PFG Advisors
Arizona
$832K -$79.5K -809 -10%
WS
433
Wedbush Securities
California
$827K -$14K -143 -2%
TW
434
Transform Wealth
Colorado
$816K +$98 +1 +0%
WI
435
Wintrust Investments
Illinois
$805K
KWM
436
Kaydan Wealth Management
Michigan
$782K
PWLP
437
Prio Wealth Limited Partnership
Massachusetts
$777K -$14.7K -150 -2%
MFS
438
Madrona Financial Services
Washington
$776K +$700K +7,127 New
TW
439
TrinityPoint Wealth
Connecticut
$769K -$22K -224 -3%
WIM
440
Westside Investment Management
California
$768K
NEWAS
441
N.E.W. Advisory Services
Wisconsin
$767K -$90.4K -920 -12%
T
442
TRUADVICE
Florida
$765K -$837K -8,519 -54%
IAG
443
Investment Advisory Group
Massachusetts
$746K +$58.5K +596 +10%
TF
444
TimeScale Financial
Massachusetts
$735K +$198K +2,019 +43%
HIM
445
Hanlon Investment Management
New Jersey
$735K +$46.5K +473 +8%
FWTB
446
First Western Trust Bank
Colorado
$729K
MCA
447
Maryland Capital Advisors
Maryland
$727K
OWA
448
Outlook Wealth Advisors
Texas
$726K +$655K +6,673 New
AWM
449
Aspire Wealth Management
Massachusetts
$726K +$9.53K +97 +1%
TA
450
TrueWealth Advisors
Alabama
$722K -$32.4K -330 -5%

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.