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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
VFA
551
Valeo Financial Advisors
Indiana
$408K +$6.48K +66 +2%
LIA
552
LifePlan Investment Advisors
North Carolina
$408K +$368K +3,748 New
SQA
553
Simon Quick Advisors
New Jersey
$403K
NCM
554
Northwest Capital Management
Oregon
$402K +$41.6K +424 +13%
TA
555
TFG Advisers
Michigan
$394K -$34.1K -347 -9%
GWA
556
GGM Wealth Advisors
Maryland
$394K +$358K +3,644 New
NGA
557
Naples Global Advisors
Florida
$392K
CWM
558
Circle Wealth Management
New Jersey
$391K -$96.7K -985 -22%
EWM
559
Endurance Wealth Management
Rhode Island
$389K
HH
560
Hilltop Holdings
Texas
$389K +$32.4K +330 +10%
SIC
561
Samalin Investment Counsel
New York
$386K -$21.3K -217 -6%
OLVIG
562
Oliver Lagore Vanvalin Investment Group
Michigan
$383K +$34.2K +348 +11%
RF
563
RHS Financial
California
$383K +$36.9K +376 +12%
CPG
564
Cornerstone Planning Group
New Jersey
$381K +$344K +3,498 New
RIA
565
Realta Investment Advisors
Delaware
$374K +$3.93K +40 +1%
WFC
566
Western Financial Corp
California
$371K -$18.6K -189 -5%
CAAS
567
Capital Asset Advisory Services
Michigan
$365K -$9.72K -99 -3%
KCM
568
Kanawha Capital Management
Virginia
$365K
OPWM
569
Oxinas Partners Wealth Management
Indiana
$364K +$196 +2 +0.1%
BFS
570
Bard Financial Services
Connecticut
$364K
SG
571
StoneX Group
New York
$363K -$61.1K -622 -16%
NP
572
NorthRock Partners
Minnesota
$362K -$92.3K -940 -22%
DWA
573
Divergent Wealth Advisors
Utah
$361K
JSL
574
JT Stratford LLC
Georgia
$355K
EI
575
Ellevest Inc
New York
$354K

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.