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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
SC
526
Savant Capital
Illinois
$473K +$1.87K +19 +0.4%
XF
527
XML Financial
Maryland
$472K +$98 +1 +0%
GFP
528
Gryphon Financial Partners
Ohio
$471K +$22.4K +228 +6%
SAM
529
Strategy Asset Managers
California
$468K -$3.93K -40 -0.9%
HP
530
Hilltop Partners
Indiana
$468K -$4.91K -50 -1%
AT
531
American Trust
Kentucky
$460K +$2.75K +28 +0.7%
BFC
532
Blue Fin Capital
Rhode Island
$458K
GIA
533
Gladstone Institutional Advisory
Florida
$457K +$30.4K +310 +8%
HIS
534
Harvest Investment Services
Illinois
$455K +$411K +4,181 New
BFS
535
Bradley Foster & Sargent
Connecticut
$452K
APC
536
Aspire Private Capital
North Carolina
$446K -$5.5K -56 -1%
SI
537
Saxon Interests
Texas
$442K -$14.1K -144 -3%
GC
538
Garde Capital
Washington
$442K
WA
539
Waddell & Associates
Tennessee
$438K +$396K +4,027 New
CWM
540
Curi Wealth Management
North Carolina
$436K -$1.89M -19,245 -83%
HIA
541
Harbor Investment Advisory
Maryland
$435K +$3.04K +31 +0.8%
HPC
542
Hobart Private Capital
North Carolina
$432K +$11.6K +118 +3%
GW
543
GW & Wade
Massachusetts
$431K
P
544
Pitcairn
Pennsylvania
$427K +$386K +3,926 New
OCPWS
545
One Charles Private Wealth Services
Massachusetts
$427K
ABC
546
Associated Banc-Corp
Wisconsin
$425K +$164K +1,668 +75%
CWM
547
Certus Wealth Management
California
$423K +$381K +3,881 New
FM
548
Family Management
New York
$420K
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$414K -$168K -1,707 -31%
SC
550
Soundwatch Capital
Connecticut
$409K +$964K +9,820 +371%

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.