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iShares US Technology ETF

584 hedge funds and large institutions have $2.4B invested in iShares US Technology ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $2.58M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

0.66% less ownership

Funds ownership: 45.02%44.36% (-0.66%)

7% less funds holding

Funds holding: 631584 (-47)

9% less capital invested

Capital invested by funds: $2.65B → $2.4B (-$244M)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

56% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 72

Holders
584
Holders Change
-47
Holders Change %
-7.45%
% of All Funds
10.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
32
Increased
167
Reduced
193
Closed
72
Calls
$7.99M
Puts
$2.58M
Net Calls
+$5.41M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
476
GPS Wealth Strategies Group
Colorado
$146K +$83.6K +986 +98%
CFFP
477
Center for Financial Planning
Michigan
$143K
RBC
478
Roble Belko & Company
Pennsylvania
$135K
CT
479
Caldwell Trust
Florida
$132K
CWC
480
Carolinas Wealth Consulting
North Carolina
$131K +$254 +3 +0.2%
BCA
481
Bray Capital Advisors
Florida
$130K
PMFA
482
Plante Moran Financial Advisors
Michigan
$125K
RMC
483
Resources Management Corp
Connecticut
$123K
PIA
484
Powell Investment Advisors
Florida
$119K
SMA
485
Sage Mountain Advisors
Georgia
$118K
SAM
486
Strategic Asset Management
Minnesota
$116K -$145K -1,715 -52%
KFI
487
Key Financial Inc
Pennsylvania
$108K -$25.4K -300 -17%
HWA
488
HHM Wealth Advisors
Tennessee
$108K
CG
489
Cutler Group
California
$108K +$126K +1,481 New
CDIA
490
Capital Directions Investment Advisors
Georgia
$107K -$124K -1,464 Closed
PIP
491
Peachtree Investment Partners
Florida
$96K +$85 +1 +0.1%
WIM
492
Westside Investment Management
California
$94K
CWA
493
Clearview Wealth Advisors
Oregon
$87K -$13.7K -161 -12%
MIM
494
MTM Investment Management
South Carolina
$81K -$50.9K -600 -35%
SIC
495
Salem Investment Counselors
North Carolina
$76K
ZIG
496
Zullo Investment Group
Pennsylvania
$74K -$85 -1 -0.1%
CCM
497
Covington Capital Management
California
$74K
AA
498
Ancora Advisors
Ohio
$72K
NOI
499
Newton One Investments
Delaware
$70K
OIA
500
Optimum Investment Advisors
Illinois
$69K

IYW Hedge Fund Activity: Q3 2022 in Review

584 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2022, worth a combined $2.4B — down 9.2% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYW and 32 opened new positions — a net loss of 40 holders — while 193 trimmed existing stakes and 167 added.

The largest buyer was Apexium Financial, adding an estimated $13.7M. The largest seller was Bank of Montreal, cutting an estimated $69.6M.

  • 584 institutional investors held iShares US Technology ETF (IYW) as of Q3 2022, down from 631 in Q2 2022.
  • Funds reported $2.4B of iShares US Technology ETF stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new iShares US Technology ETF positions in Q3 2022 and 72 closed out, a net change of -40 holders.
  • The largest iShares US Technology ETF buyer in Q3 2022 was Apexium Financial, an estimated $13.7M added.
  • The largest iShares US Technology ETF seller in Q3 2022 was Bank of Montreal, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2022.