We are live on ! Find out more
IYW icon

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
AB
601
Atlas Brown
Kentucky
$311K -$2.26K -23 -0.8%
MCCA
602
Mill Creek Capital Advisors
Pennsylvania
$308K
BBNA
603
Bremer Bank National Association
Minnesota
$308K -$50K -509 -15%
Betterment LLC
604
Betterment LLC
New York
$307K +$277K +2,821 New
KIG
605
Kowal Investment Group
Wisconsin
$307K -$37.6K -383 -12%
PIP
606
Peachtree Investment Partners
Florida
$306K +$147K +1,501 +115%
AMG
607
Asset Management Group
Connecticut
$305K
NAS
608
Nicolet Advisory Services
Wisconsin
$305K +$278K +2,828 New
BHWM
609
Beaird Harris Wealth Management
Texas
$305K
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$302K -$2.85K -29 -1%
RFN
611
Redwood Financial Network
Ohio
$300K -$9.13K -93 -3%
FFA
612
Founders Financial Alliance
North Carolina
$299K +$79.3K +807 +42%
LFA
613
Legacy Financial Advisors
Kentucky
$298K
AI
614
Accredited Investors
Minnesota
$295K +$196 +2 +0.1%
CI
615
Ceera Investments
Texas
$293K
NF
616
Norwood Financial
Pennsylvania
$293K -$6.38K -65 -2%
EP
617
EPIQ Partners
Minnesota
$292K
ESB
618
Essex Savings Bank
Connecticut
$292K
PPW
619
Presilium Private Wealth
Pennsylvania
$290K
HWA
620
HHM Wealth Advisors
Tennessee
$288K +$83.1K +846 +47%
MAS
621
Madden Advisory Services
Florida
$286K
HWM
622
Hemington Wealth Management
Virginia
$285K +$258K +2,623 New
API
623
Advisor Partners II
California
$285K -$110K -1,125 -30%
HP
624
HT Partners
Connecticut
$284K
SFA
625
Sequoia Financial Advisors
Ohio
$283K +$255K +2,601 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.