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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
501
N.E.W. Advisory Services
Wisconsin
$1.04M
OC
502
Oppenheimer & Co
New York
$1.03M -$57.4K -415 -6%
WIM
503
Westside Investment Management
California
$1.02M -$16K -116 -2%
SWM
504
SeaCrest Wealth Management
New York
$1.01M +$52.8K +382 +6%
FWTB
505
First Western Trust Bank
Colorado
$1.01M
MCA
506
Maryland Capital Advisors
Maryland
$1.01M
MC
507
Moors & Cabot
Massachusetts
$1M +$122K +880 +15%
FEM
508
Fulcrum Equity Management
Texas
$1M +$922K +6,672 New
FNWM
509
Financial Network Wealth Management
Utah
$1M +$921K +6,667 New
WH
510
Willner & Heller
California
$992K +$553 +4 +0.1%
WI
511
Wintrust Investments
Illinois
$970K
CWA
512
Clearview Wealth Advisors
Oregon
$962K -$511K -3,698 -37%
PNC
513
Park National Corp
Ohio
$959K -$34.5K -250 -4%
O3W
514
Omni 360 Wealth
New Jersey
$947K +$104K +753 +14%
SCM
515
Schnieders Capital Management
California
$944K +$5.53K +40 +0.6%
TW
516
Transform Wealth
Colorado
$937K
FSC
517
Full Sail Capital
Oklahoma
$932K -$3.18K -23 -0.4%
OAS
518
Optivise Advisory Services
Tennessee
$929K +$853K +6,174 New
BMD
519
Better Money Decisions
New Mexico
$924K +$415 +3 +0%
FWP
520
FAS Wealth Partners
Kansas
$920K -$3.04K -22 -0.4%
GIA
521
Gladstone Institutional Advisory
Florida
$918K -$104K -755 -11%
IPW
522
Invictus Private Wealth
Colorado
$918K -$2.07K -15 -0.2%
CWM
523
Certus Wealth Management
California
$915K +$2.63K +19 +0.3%
CBA
524
Coastal Bridge Advisors
Connecticut
$912K -$321K -2,320 -28%
KA
525
Kovack Advisors
Florida
$911K -$41.3K -299 -5%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.