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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
CDH
551
Charles D. Hyman
$818K -$18.8K -136 -2%
AF
552
Affiance Financial
Minnesota
$812K -$5.25K -38 -0.7%
TA
553
TrueWealth Advisors
Alabama
$804K -$8.85K -64 -1%
BWA
554
BCU Wealth Advisors
Illinois
$804K +$37.2K +269 +5%
ST
555
Spinnaker Trust
Maine
$798K
Barclays
556
Barclays
United Kingdom
$794K -$730K -5,281 -50%
EWA
557
Emergent Wealth Advisors
New York
$789K +$24.5K +177 +3%
MI
558
Moneywise Inc
Virginia
$789K +$368K +2,660 +103%
RWA
559
Redhawk Wealth Advisors
Minnesota
$783K -$118K -854 -14%
PWM
560
Palumbo Wealth Management
New York
$783K
Optiver Holding
561
Optiver Holding
Netherlands
$779K +$715K +5,175 New
GC
562
Garde Capital
Washington
$766K +$184K +1,331 +35%
RBFC
563
Roman Butler Fullerton & Co
Missouri
$762K +$276 +2 +0%
CWM
564
Cornerstone Wealth Management
Missouri
$752K -$27.2K -197 -4%
CIA
565
Choate Investment Advisors
Massachusetts
$745K
SI
566
Saxon Interests
Texas
$742K +$276 +2 +0%
CIAS
567
Capital Investment Advisory Services
North Carolina
$738K +$138 +1 +0%
BFA
568
Beacon Financial Advisory
Ohio
$738K +$41.7K +302 +7%
RW
569
Rede Wealth
Virginia
$733K
OAM
570
Occidental Asset Management
California
$732K -$13.5K -98 -2%
KNW
571
Kesler Norman & Wride
Utah
$731K -$46K -333 -6%
ES
572
Eagle Strategies
New York
$729K -$75.2K -544 -10%
CCB
573
Cutter & Co Brokerage
Missouri
$727K -$6.08K -44 -0.9%
SSA
574
Sierra Summit Advisors
Nevada
$724K
SF
575
Synovus Financial
Georgia
$723K -$35.9K -260 -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.