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iShares US Technology ETF
IYW

759 hedge funds and large institutions have $6.94B invested in iShares US Technology ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 282 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 41

116% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.1M

52% more funds holding in top 10

Funds holding in top 10: 21 → 32 (+11)

39% more capital invested

Capital invested by funds: $5B → $6.94B (+$1.94B)

38% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 204

8% more funds holding

Funds holding: 701 → 759 (+58)

5.09% more ownership

Funds ownership: 61.04% → 66.13% (+5.1%)

Holders
759
Holders Change
+58
Holders Change %
+8.27%
% of All Funds
12.1%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.51%
New
117
Increased
282
Reduced
204
Closed
41
Calls
$8.86M
Puts
$4.1M
Net Calls
+$4.76M
Net Calls Change
+$221K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
LPL Financial
LPL Financial
California
+$76.4M
3
BlackRock
BlackRock
New York
+$66.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$45.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.2M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
RIG
RiverFront Investment Group
Virginia
-$13M
4
RJA
Raymond James & Associates
Florida
-$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
551
Divergent Wealth Advisors
Utah
$308K -$49K -584 -15%
JSL
552
JT Stratford LLC
Georgia
$303K +$274K +3,264 New
NCM
553
Northwest Capital Management
Oregon
$303K +$274K +3,264 New
EI
554
Ellevest Inc
New York
$302K – – –
HH
555
Hilltop Holdings
Texas
$301K – – –
PWM
556
Penobscot Wealth Management
Maine
$300K -$1.68K -20 -0.6%
CFO
557
CVA Family Office
Colorado
$299K +$52.6K +627 +24%
KIG
558
Kowal Investment Group
Wisconsin
$297K +$24.6K +293 +10%
ADL
559
Asset Dedication LLC
California
$297K – – –
CT
560
Columbia Trust
Oregon
$297K – – –
IFPG
561
Intrepid Financial Planning Group
Indiana
$297K – – –
SM
562
Sensible Money
Arizona
$297K – – –
IP
563
Ignite Planners
California
$297K – – –
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$294K +$88K +1,049 +49%
Bessemer Group
565
Bessemer Group
New Jersey
$292K -$252 -3 -0.1%
RF
566
RHS Financial
California
$291K +$263K +3,139 New
CCM
567
Carderock Capital Management
Maryland
$290K – – –
SL
568
Salomon & Ludwin
Virginia
$288K – – –
AllianceBernstein
569
AllianceBernstein
Tennessee
$287K +$5.46K +65 +2%
TGAM
570
TBH Global Asset Management
Tennessee
$287K +$259K +3,092 New
SWA
571
SOA Wealth Advisors
New York
$284K +$1.51K +18 +0.6%
WAS
572
WESPAC Advisors SoCal
California
$278K – – –
PFWA
573
Paces Ferry Wealth Advisors
Georgia
$267K +$252 +3 +0.1%
AB
574
Atlas Brown
Kentucky
$267K -$1.09K -13 -0.4%
RFN
575
Redwood Financial Network
Ohio
$265K +$252 +3 +0.1%
21 22
23
24 25

IYW Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2023, worth a combined $6.94B — up 39% from $5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IYW positions and 41 closed out — a net gain of 76 holders — while 282 added to existing stakes and 204 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $360M. The largest seller was Bank of America, cutting an estimated $16.2M.

  • 759 institutional investors held iShares US Technology ETF (IYW) as of Q1 2023, up from 701 in Q4 2022.
  • Funds reported $6.94B of iShares US Technology ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 117 funds opened new iShares US Technology ETF positions in Q1 2023 and 41 closed out, a net change of +76 holders.
  • The largest iShares US Technology ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $360M added.
  • The largest iShares US Technology ETF seller in Q1 2023 was Bank of America, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2023.