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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
JWBC
576
J.W. Burns & Co
New York
$709K +$4.84K +35 +0.7%
WFA
577
Wells Financial Advisors
Massachusetts
$709K +$651K +4,708 New
Empower Advisory Group
578
Empower Advisory Group
Colorado
$706K +$47K +340 +8%
AG
579
AlTi Global
New York
$704K
AWM
580
Aspire Wealth Management
Massachusetts
$700K -$138 -1 -0%
PCM
581
Presidio Capital Management
California
$696K +$639K +4,627 New
WA
582
Wealthstream Advisors
New York
$696K
SFS
583
Symphony Financial Services
Ohio
$693K +$611K +4,418 New
AWA
584
Adapt Wealth Advisors
Georgia
$692K +$635K +4,596 New
BFS
585
Bradley Foster & Sargent
Connecticut
$685K +$55.3K +400 +10%
TSMHT
586
Thurston Springer Miller Herd & Titak
Indiana
$683K +$627K +4,537 New
Mirae Asset Global Investments
587
Mirae Asset Global Investments
South Korea
$680K +$622K +4,500 New
CWG
588
Cornerstone Wealth Group
North Carolina
$680K
FTUS
589
Flow Traders U.S.
New York
$678K -$5.42M -39,240 -90%
TFS
590
Thoroughbred Financial Services
Tennessee
$668K +$614K +4,445 New
WF
591
Warner Financial
Maryland
$665K
AWA
592
Arete Wealth Advisors
Illinois
$665K +$610K +4,411 New
CC
593
Courier Capital
New York
$662K
LA
594
LexAurum Advisors
Kansas
$662K -$2.21K -16 -0.4%
SC
595
Savant Capital
Illinois
$662K +$4.15K +30 +0.7%
DWA
596
Divergent Wealth Advisors
Utah
$659K +$147K +1,066 +32%
MPM
597
Meritage Portfolio Management
Kansas
$656K
UCMOK
598
United Capital Management of KS
Kansas
$655K -$18.4K -133 -3%
XF
599
XML Financial
Maryland
$653K
AC
600
Allstate Corporation
Illinois
$640K -$456K -3,300 -44%

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.