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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
DADC
451
D.A. Davidson & Co
Montana
$721K +$9.33K +95 +1%
RWA
452
Ropes Wealth Advisors
Massachusetts
$712K
SWM
453
SeaCrest Wealth Management
New York
$711K +$13K +132 +2%
IPW
454
Invictus Private Wealth
Colorado
$702K -$19.4K -198 -3%
SCM
455
Schnieders Capital Management
California
$695K
VWA
456
V Wealth Advisors
Kansas
$693K +$5.21K +53 +0.8%
BWP
457
Balboa Wealth Partners
Arizona
$691K +$623K +6,347 New
MA
458
Montag & Associates
Georgia
$689K -$2.26K -23 -0.4%
EA
459
Eudaimonia Advisors
Tennessee
$687K -$43K -438 -6%
LA
460
LexAurum Advisors
Kansas
$686K +$6.58K +67 +1%
WP
461
WealthPLAN Partners
Nebraska
$677K -$248K -2,525 -29%
BMD
462
Better Money Decisions
New Mexico
$676K +$393 +4 +0.1%
NRI
463
NFP Retirement Inc
California
$669K -$538K -5,474 -47%
FWP
464
FAS Wealth Partners
Kansas
$668K +$98 +1 +0%
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$668K -$84.9K -864 -12%
SIG
466
Sargent Investment Group
Maryland
$664K -$29.5K -300 -5%
FSC
467
Full Sail Capital
Oklahoma
$657K -$45.9K -467 -7%
LC
468
Lavaca Capital
Texas
$653K
Millennium Management
469
Millennium Management
New York
$653K +$589K +5,998 New
OAM
470
Occidental Asset Management
California
$652K -$109K -1,111 -16%
WWM
471
Western Wealth Management
Colorado
$650K +$63.8K +650 +12%
RWP
472
RWA Wealth Partners
Massachusetts
$638K -$72.7K -740 -11%
CD
473
Chapin Davis
Maryland
$636K +$982 +10 +0.2%
TVAMP
474
Tennessee Valley Asset Management Partners
Tennessee
$634K -$21.2K -216 -4%
CWP
475
Concord Wealth Partners
Virginia
$633K

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.