iShares US Technology ETF
701 hedge funds and large institutions have $5B invested in iShares US Technology ETF in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 223 increasing their positions, 173 reducing their positions, and 37 closing their positions.
359% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 37
183% more call options, than puts
Call options by funds: $7.02M | Put options by funds: $2.48M
108% more capital invested
Capital invested by funds: $2.4B → $5B (+$2.6B)
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
29% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 173
20% more funds holding
Funds holding: 584 → 701 (+117)
16.67% more ownership
Funds ownership: 44.36% → 61.04% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$751M |
| 2 |
BlackRock
New York
|
+$138M |
| 3 |
LPL Financial
San Diego,
California
|
+$135M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$123M |
| 5 |
Morgan Stanley
New York
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$138M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$13.9M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$13.1M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$8.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.37M |
IYW Hedge Fund Activity: Q4 2022 in Review
701 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2022, worth a combined $5B — up 108% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new IYW positions and 37 closed out — a net gain of 133 holders — while 223 added to existing stakes and 173 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $751M. The largest seller was Bank of Montreal, cutting an estimated $138M.
- 701 institutional investors held iShares US Technology ETF (IYW) as of Q4 2022, up from 584 in Q3 2022.
- Funds reported $5B of iShares US Technology ETF stock for Q4 2022, up 108% quarter-over-quarter.
- 170 funds opened new iShares US Technology ETF positions in Q4 2022 and 37 closed out, a net change of +133 holders.
- The largest iShares US Technology ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $751M added.
- The largest iShares US Technology ETF seller in Q4 2022 was Bank of Montreal, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2022.