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iShares US Technology ETF
IYW

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: 32 → 39 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759 → 828 (+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

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$34.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$33.3M
3
Bank of America
Bank of America
North Carolina
+$25.4M
4
Ameriprise
Ameriprise
Minnesota
+$23.6M
5
DZ Bank
DZ Bank
Germany
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$55.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$13M
3
EE
EWG Elevate
California
-$11.8M
4
MOS
MGO One Seven
Ohio
-$9.1M
5
LPL Financial
LPL Financial
California
-$8.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
501
Spinnaker Trust
Maine
$550K – – –
WTB
502
Washington Trust Bank
Washington
$548K -$20.4K -208 -4%
BFA
503
Beacon Financial Advisory
Ohio
$547K +$47.3K +482 +11%
VCP
504
Verus Capital Partners
Arizona
$545K -$4.91K -50 -1%
CIAS
505
Capital Investment Advisory Services
North Carolina
$542K +$9.23K +94 +2%
RBFC
506
Roman Butler Fullerton & Co
Missouri
$542K +$196 +2 +0%
RW
507
Rede Wealth
Virginia
$530K – – –
CCB
508
Cutter & Co Brokerage
Missouri
$529K +$20.6K +210 +5%
ES
509
Eagle Strategies
New York
$527K – – –
IAM
510
Innovis Asset Management
Illinois
$524K – – –
DWM
511
Drive Wealth Management
Utah
$517K -$16.1K -164 -3%
RT
512
Rockland Trust
Massachusetts
$514K -$160K -1,633 -26%
MCM
513
MV Capital Management
Maryland
$512K – – –
TA
514
Tiedemann Advisors
New York
$510K – – –
JWBC
515
J.W. Burns & Co
New York
$509K – – –
CWM
516
Chesapeake Wealth Management
Virginia
$499K -$7.76K -79 -2%
APP
517
Avantax Planning Partners
Iowa
$497K – – –
CWM
518
C2C Wealth Management
Arizona
$497K +$433K +4,412 New
SWA
519
Sutton Wealth Advisors
Florida
$490K +$373K +3,801 +540%
HVIA
520
Hudson Valley Investment Advisors
New York
$481K -$1.96K -20 -0.5%
WF
521
Warner Financial
Maryland
$481K – – –
LFAS
522
Level Four Advisory Services
Texas
$480K +$433K +4,408 New
MWM
523
Modera Wealth Management
New Jersey
$480K +$204K +2,078 +89%
CC
524
Courier Capital
New York
$479K – – –
Empower Advisory Group
525
Empower Advisory Group
Colorado
$477K -$49.9K -508 -10%
19 20
21
22 23

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.