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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
MCCA
576
Mill Creek Capital Advisors
Pennsylvania
$263K – – –
VC
577
Veracity Capital
Georgia
$260K +$236K +2,807 New
WSTAM
578
Wilbanks Smith & Thomas Asset Management
Virginia
$260K -$51.5K -614 -18%
AMG
579
Asset Management Group
Connecticut
$260K – – –
LJAC
580
L.J. Altfest & Co
New York
$260K – – –
BHWM
581
Beaird Harris Wealth Management
Texas
$260K – – –
NF
582
Norwood Financial
Pennsylvania
$256K -$420 -5 -0.2%
GBWM
583
Granite Bay Wealth Management
New Hampshire
$255K -$8.39K -100 -4%
WP
584
WMS Partners
Maryland
$254K +$230K +2,741 New
LFA
585
Legacy Financial Advisors
Kentucky
$254K – – –
PAMG
586
Patton Albertson Miller Group
Tennessee
$251K +$227K +2,705 New
AI
587
Accredited Investors
Minnesota
$251K +$252 +3 +0.1%
CI
588
Ceera Investments
Texas
$250K +$226K +2,695 New
EP
589
EPIQ Partners
Minnesota
$249K +$225K +2,684 New
ESB
590
Essex Savings Bank
Connecticut
$249K +$225K +2,680 New
PPW
591
Presilium Private Wealth
Pennsylvania
$248K +$224K +2,668 New
SC
592
Soundwatch Capital
Connecticut
$246K +$222K +2,646 New
EWM
593
Executive Wealth Management
Michigan
$245K -$37K -441 -14%
MAS
594
Madden Advisory Services
Florida
$244K +$221K +2,631 New
HP
595
HT Partners
Connecticut
$242K +$219K +2,612 New
FCCM
596
First City Capital Management
Georgia
$242K +$218K +2,600 New
WTC
597
WhitTier Trust Company
Nevada
$241K – – –
ACP
598
Aveo Capital Partners
Colorado
$241K +$218K +2,594 New
HA
599
Herold Advisors
New York
$239K +$216K +2,577 New
GPA
600
Garrison Point Advisors
California
$238K +$215K +2,560 New
22 23
24
25 26

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.