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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
CWM
476
Cornerstone Wealth Management
Missouri
$624K -$18.5K -188 -3%
PIN
477
Prudent Investors Network
California
$611K
BHPW
478
Beverly Hills Private Wealth
California
$610K +$86.5K +881 +19%
CDH
479
Charles D. Hyman
$607K
AF
480
Affiance Financial
Minnesota
$602K -$6.58K -67 -1%
GP
481
Girard Partners
Pennsylvania
$599K -$15.7K -160 -3%
AWA
482
Arete Wealth Advisors
Illinois
$599K -$33.7K -343 -6%
VCM
483
Verger Capital Management
North Carolina
$597K -$94.4K -961 -15%
AIM
484
Allen Investment Management
New York
$595K
CWA
485
Clearview Wealth Advisors
Oregon
$594K -$28.7K -292 -5%
MPM
486
Meritage Portfolio Management
Kansas
$586K
FGA
487
Fortis Group Advisors
New Jersey
$584K +$295 +3 +0.1%
UCMOK
488
United Capital Management of KS
Kansas
$582K -$12.1K -123 -2%
GVAG
489
Great Valley Advisor Group
Delaware
$582K -$20K -204 -4%
CAMG
490
CWA Asset Management Group
Florida
$579K
KA
491
Kovack Advisors
Florida
$577K +$688 +7 +0.1%
SFI
492
SPC Financial Inc
Maryland
$569K -$18.9K -192 -4%
PWM
493
Palumbo Wealth Management
New York
$566K
CS
494
Credit Suisse
Switzerland
$562K -$410K -4,171 -45%
TLFA
495
True Link Financial Advisors
California
$560K -$9.82K -100 -2%
SF
496
Synovus Financial
Georgia
$556K -$33K -336 -6%
TF
497
TIAA FSB
Florida
$556K +$60.8K +619 +14%
CCWM
498
Cassaday & Co Wealth Management
Virginia
$555K
SPI
499
Sutton Place Investors
New York
$554K +$19.4K +198 +4%
DLCIG
500
D.L. Carlson Investment Group
New Hampshire
$553K -$16.2K -165 -3%

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.