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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
JC
26
JB Capital
Connecticut
$40.7M +$1.4M +14,247 +4%
Stifel Financial
27
Stifel Financial
Missouri
$39.6M -$487K -4,955 -1%
AWM
28
AE Wealth Management
Kansas
$39.2M +$2.99M +30,475 +9%
NA
29
NewEdge Advisors
Louisiana
$38.9M +$1.89M +19,208 +6%
CWM
30
Congress Wealth Management
Massachusetts
$37.8M -$1.25M -12,687 -4%
UCFA
31
United Capital Financial Advisors
Texas
$35.7M -$1.27M -12,901 -4%
WP
32
WealthSource Partners
California
$33.7M -$948K -9,648 -3%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$33.3M -$2.07M -21,121 -6%
Prudential Financial
34
Prudential Financial
New Jersey
$30.4M +$1.8M +18,375 +7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$27.8M -$2.13M -21,737 -8%
CAN
36
Cetera Advisor Networks
California
$27M -$543K -5,533 -2%
FMC
37
First Merchants Corp
Indiana
$26.1M -$274K -2,793 -1%
HighTower Advisors
38
HighTower Advisors
Illinois
$25.7M +$1.83M +18,600 +9%
FIA
39
Foundations Investment Advisors
Arizona
$23.3M +$5.54M +56,364 +36%
HCMG
40
Howard Capital Management Group
California
$23.2M +$72.3K +736 +0.3%
AF
41
Apexium Financial
Texas
$21.8M +$874K +8,900 +5%
CW
42
CreativeOne Wealth
Kansas
$21.7M +$651K +6,628 +3%
Goldman Sachs
43
Goldman Sachs
New York
$21.6M +$6.25M +63,589 +47%
DZ Bank
44
DZ Bank
Germany
$21.6M +$19.4M +197,423 +26,751%
AAS
45
Avantax Advisory Services
Texas
$21M +$10.5M +106,995 +125%
AWS
46
Atria Wealth Solutions
New York
$20.8M +$434K +4,415 +2%
CA
47
Cetera Advisors
Colorado
$20.7M +$4.23M +43,025 +29%
CB
48
Commerce Bank
Missouri
$20.5M -$268K -2,725 -1%
Fidelity International
49
Fidelity International
Bermuda
$20.5M +$18.5M +187,974 New
PAG
50
Private Advisor Group
New Jersey
$19.5M +$256K +2,605 +2%

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.