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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
PWM
576
Penobscot Wealth Management
Maine
$352K -$295 -3 -0.1%
CFO
577
CVA Family Office
Colorado
$351K
CT
578
Columbia Trust
Oregon
$348K
IFPG
579
Intrepid Financial Planning Group
Indiana
$348K
SM
580
Sensible Money
Arizona
$348K
ADL
581
Asset Dedication LLC
California
$348K
ECM
582
Evergreen Capital Management
Washington
$347K +$313K +3,187 New
IP
583
Ignite Planners
California
$347K
EWM
584
Executive Wealth Management
Michigan
$345K +$52.1K +530 +20%
Bessemer Group
585
Bessemer Group
New Jersey
$343K
SAS
586
Stelac Advisory Services
New York
$343K +$309K +3,146 New
CCM
587
Carderock Capital Management
Maryland
$340K
TGAM
588
TBH Global Asset Management
Tennessee
$338K +$1.57K +16 +0.5%
AllianceBernstein
589
AllianceBernstein
Tennessee
$338K +$688 +7 +0.2%
SL
590
Salomon & Ludwin
Virginia
$337K
SWA
591
SOA Wealth Advisors
New York
$334K +$98 +1 +0%
ATPW
592
Ashton Thomas Private Wealth
Arizona
$328K +$45.6K +464 +18%
WAS
593
WESPAC Advisors SoCal
California
$327K
MCM
594
Manchester Capital Management
Vermont
$327K +$295K +3,000 New
Neuberger Berman Group
595
Neuberger Berman Group
New York
$323K +$291K +2,963 New
AWA
596
Arkadios Wealth Advisors
Georgia
$319K -$68.8K -700 -19%
AFP
597
Ausdal Financial Partners
Iowa
$315K -$62.6K -637 -18%
Wealth Enhancement Advisory Services
598
Wealth Enhancement Advisory Services
Minnesota
$314K +$45K +458 +19%
PFWA
599
Paces Ferry Wealth Advisors
Georgia
$314K +$196 +2 +0.1%
WJA
600
Willis Johnson & Associates
Texas
$312K +$282K +2,868 New

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.