We are live on ! Find out more
IYW icon

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
ATPW
601
Ashton Thomas Private Wealth
Arizona
$237K +$214K +2,550 New
RCAG
602
Rehmann Capital Advisory Group
Michigan
$233K +$211K +2,509 New
PCA
603
Peddock Capital Advisors
Massachusetts
$232K +$210K +2,505 New
BIM
604
Baldwin Investment Management
Pennsylvania
$232K +$210K +2,500 New
AMG
605
Advisors Management Group
Wisconsin
$230K +$208K +2,481 New
FNBOO
606
First National Bank of Omaha
Nebraska
$230K +$208K +2,475 New
CAM
607
Cidel Asset Management
Ontario, Canada
$229K +$207K +2,471 New
PO
608
Private Ocean
California
$229K – – –
B
609
Bensler
Washington
$229K +$207K +2,467 New
SFG
610
StrategIQ Financial Group
Indiana
$228K +$206K +2,456 New
MSFS
611
Main Street Financial Solutions
Pennsylvania
$227K +$205K +2,446 New
WRM
612
Weybosset Research & Management
Rhode Island
$227K +$205K +2,444 New
CA
613
Carson Advisory
Georgia
$226K +$205K +2,440 New
Wealth Enhancement Advisory Services
614
Wealth Enhancement Advisory Services
Minnesota
$225K +$204K +2,428 New
SIAM
615
Sterling Investment Advisors (Missouri)
Missouri
$224K +$203K +2,418 New
LIM
616
Leavell Investment Management
Alabama
$223K +$202K +2,406 New
RCA
617
Ranch Capital Advisors
Florida
$223K +$201K +2,400 New
ONSWM
618
Old North State Wealth Management
North Carolina
$222K +$201K +2,392 New
CG
619
Colony Group
Massachusetts
$222K +$200K +2,389 New
CSWM
620
Cassady Schiller Wealth Management
Ohio
$220K – – –
UL
621
Unionview LLC
Washington
$218K +$197K +2,344 New
MWM
622
Modera Wealth Management
New Jersey
$216K +$195K +2,328 New
CWM
623
Chemistry Wealth Management
New York
$215K +$195K +2,321 New
PCTC
624
Perkins Coie Trust Company
Washington
$215K +$195K +2,320 New
IW
625
Imprint Wealth
South Carolina
$215K +$196K +2,330 New
23 24
25
26 27

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.