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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
26
Howard Capital Management Group
California
$21.8M +$64.9K +636 +0.3%
Stifel Financial
27
Stifel Financial
Missouri
$21.4M +$1.28M +12,499 +6%
CB
28
Commerce Bank
Missouri
$21.1M -$25.5K -250 -0.1%
5L
29
55I LLC
Massachusetts
$20.7M -$187K -1,835 -0.9%
PS
30
Portfolio Strategies
New York
$20.5M +$1.3M +12,770 +7%
HighTower Advisors
31
HighTower Advisors
Illinois
$20.4M +$217K +2,121 +1%
SFI
32
SPC Financial Inc
Maryland
$20.2M -$45.3K -444 -0.2%
MML Investors Services
33
MML Investors Services
Massachusetts
$20M -$1.34M -13,129 -6%
SW
34
SteelPeak Wealth
California
$18.8M +$18.6M +181,977 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$16.6M +$10.6M +104,145 +182%
CIA
36
Capital Investment Advisors
Georgia
$15.6M -$168K -1,644 -1%
ASN
37
Advisory Services Network
Georgia
$15.1M +$537K +5,255 +4%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$14.9M -$708K -6,934 -5%
DWM
39
Darwin Wealth Management
Florida
$14.5M -$1.73M -16,900 -11%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$14.3M -$681K -6,669 -5%
MCM
41
Mendel Capital Management
Arkansas
$14.1M -$127K -1,241 -0.9%
KAS
42
Kestra Advisory Services
Texas
$12.4M +$1.05M +10,259 +9%
AWM
43
AE Wealth Management
Kansas
$11.8M -$1.28M -12,548 -10%
SWP
44
Stratos Wealth Partners
Ohio
$11.5M +$294K +2,884 +3%
RF
45
Rollins Financial
Georgia
$11.2M -$205K -2,006 -2%
SFPG
46
Stonebridge Financial Planning Group
Florida
$11.1M +$317K +3,105 +3%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$10.5M -$48.3K -473 -0.5%
CAG
48
Csenge Advisory Group
Florida
$10.5M +$2.3M +22,498 +28%
Truist Financial
49
Truist Financial
North Carolina
$10.4M -$3.22M -31,508 -24%
Creative Planning
50
Creative Planning
Kansas
$10.2M +$379K +3,707 +4%

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.