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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
MAS
501
Madden Advisory Services
Florida
$271K
B
502
Bensler
Washington
$270K +$268K +2,621 New
BWA
503
BDO Wealth Advisors
Florida
$270K
SAS
504
Sanford Advisory Services
Michigan
$270K
BCI
505
Brinker Capital Investments
Pennsylvania
$269K
HP
506
HT Partners
Connecticut
$269K
CPO
507
Cerity Partners OCIO
New York
$268K -$1.57M -15,345 -85%
FCCM
508
First City Capital Management
Georgia
$268K
BBVA
509
Banco Bilbao Vizcaya Argentaria
Spain
$266K -$53.1K -520 -17%
TWM
510
Tradition Wealth Management
Minnesota
$266K
GPA
511
Garrison Point Advisors
California
$264K
SFG
512
StrategIQ Financial Group
Indiana
$264K
CWM
513
Cahaba Wealth Management
Georgia
$264K +$102 +1 +0%
JCM
514
Jacobi Capital Management
Pennsylvania
$262K +$260K +2,547 New
MC
515
Moors & Cabot
Massachusetts
$261K -$5.72K -56 -2%
UL
516
Unionview LLC
Washington
$260K
CWC
517
Carolinas Wealth Consulting
North Carolina
$259K +$5.21K +51 +2%
PCA
518
Peddock Capital Advisors
Massachusetts
$258K
CRI
519
Colonial River Investments
Virginia
$257K -$121K -1,182 -32%
Neuberger Berman Group
520
Neuberger Berman Group
New York
$257K -$14.3K -140 -5%
AMG
521
Advisors Management Group
Wisconsin
$256K
BWM
522
Baystate Wealth Management
Massachusetts
$254K +$102 +1 +0%
FRA
523
Front Row Advisors
California
$253K
MWM
524
Meridian Wealth Management
Kentucky
$252K +$3.06K +30 +1%
LIM
525
Leavell Investment Management
Alabama
$252K +$9.19K +90 +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.