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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
TF
426
Theory Financial
Colorado
$1.55M +$582K +4,212 +69%
WAM
427
Worth Asset Management
Texas
$1.54M +$685K +4,957 +94%
PP
428
Patten & Patten
Tennessee
$1.54M -$9.81K -71 -0.7%
BFO
429
Boston Family Office
Massachusetts
$1.52M
NRI
430
NFP Retirement Inc
California
$1.52M +$147K +1,066 +12%
VWM
431
Venturi Wealth Management
Texas
$1.51M -$112K -814 -7%
CWA
432
Canvas Wealth Advisors
Kansas
$1.51M
TCA
433
Transcend Capital Advisors
New Jersey
$1.51M -$25.8K -187 -2%
DC
434
Davenport & Co
Virginia
$1.51M +$271K +1,958 +24%
LSPW
435
Lake Street Private Wealth
Illinois
$1.51M -$3.32K -24 -0.2%
RVPG
436
Relative Value Partners Group
$1.51M +$1.39M +10,039 New
COCM
437
Charter Oak Capital Management
New Hampshire
$1.5M -$52.9K -383 -4%
CCG
438
Catalina Capital Group
California
$1.5M +$170K +1,232 +14%
GWM
439
Geneos Wealth Management
Colorado
$1.48M +$10.4K +75 +0.8%
AF
440
Allworth Financial
California
$1.48M -$145K -1,049 -9%
BIC
441
Beach Investment Counsel
Pennsylvania
$1.48M
HWA
442
HCR Wealth Advisors
California
$1.45M
CTA
443
Chesley Taft & Associates
Illinois
$1.44M
PIMG
444
Patriot Investment Management Group
Tennessee
$1.44M -$16.6K -120 -1%
GWP
445
Gateway Wealth Partners
Wisconsin
$1.44M +$83.5K +604 +7%
GM
446
GeoWealth Management
Illinois
$1.43M +$5.39K +39 +0.4%
NCM
447
NCM Capital Management
New Jersey
$1.42M -$20.7K -150 -2%
APW
448
Aurora Private Wealth
New Jersey
$1.42M -$375K -2,715 -22%
CRC
449
Curi RMB Capital
Illinois
$1.41M
MWA
450
Meridian Wealth Advisors
Texas
$1.39M

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.