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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
576
Future Financial Wealth Management
Ohio
$182K -$9.6K -94 -5%
MIM
577
MTM Investment Management
South Carolina
$176K -$19.7K -193 -10%
PMFA
578
Plante Moran Financial Advisors
Michigan
$176K
ZIG
579
Zullo Investment Group
Pennsylvania
$176K +$102 +1 +0.1%
RMC
580
Resources Management Corp
Connecticut
$172K +$3.06K +30 +2%
PIA
581
Powell Investment Advisors
Florida
$166K -$18.6K -182 -10%
SMA
582
Sage Mountain Advisors
Georgia
$166K
CIAS
583
Capital Investment Advisory Services
North Carolina
$159K -$23.8K -233 -13%
HWA
584
HHM Wealth Advisors
Tennessee
$152K
CDIA
585
Capital Directions Investment Advisors
Georgia
$151K +$149K +1,464 New
RE
586
RBC Europe
United Kingdom
$139K
WIM
587
Westside Investment Management
California
$132K -$15.3K -150 -3%
KFI
588
Key Financial Inc
Pennsylvania
$121K
CCM
589
Covington Capital Management
California
$113K +$20.4K +200 +22%
BFC
590
Bedel Financial Consulting
Indiana
$106K
GWSG
591
GPS Wealth Strategies Group
Colorado
$104K
AA
592
Ancora Advisors
Ohio
$101K
PWP
593
Pursue Wealth Partners
California
$99.9K +$102K +1,000 New
NOI
594
Newton One Investments
Delaware
$98K
OIA
595
Optimum Investment Advisors
Illinois
$97K
AC
596
AlphaCore Capital
California
$94K -$9.09K -89 -9%
SC
597
Sawyer & Company
Massachusetts
$94K
HWMA
598
Heritage Wealth Management (Arizona)
Arizona
$93K +$91.7K +898 New
TPCW
599
TD Private Client Wealth
New York
$89.5K +$88.7K +869 New
HCP
600
Hexagon Capital Partners
Arkansas
$89K

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.