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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
626
Capital Analysts LLC
Pennsylvania
$46K
HS
627
Horan Securities
United States
$45K
CCM
628
Cribstone Capital Management
Maine
$41K
PFA
629
Professional Financial Advisors
Nebraska
$41K +$40.3K +395 New
GIA
630
GHP Investment Advisors
Colorado
$41K +$40.8K +400 New
TC
631
Tacita Capital
Ontario, Canada
$41K +$40.8K +400 New
BNP Paribas Financial Markets
632
BNP Paribas Financial Markets
France
$39.2K -$876K -8,581 -96%
CIAS
633
CFS Investment Advisory Services
New Jersey
$39K +$408M +3,994,664 +10,313%
PWM
634
Provident Wealth Management
Tennessee
$38K
FF
635
FourThought Financial
Florida
$36K
Optiver Holding
636
Optiver Holding
Netherlands
$36K +$11.2K +110 +46%
PA
637
PSI Advisors
Florida
$35K
BAM
638
Baldrige Asset Management
Pennsylvania
$34K
CFG
639
CKW Financial Group
Hawaii
$34K
SC
640
SouthState Corp
Florida
$33K
S
641
SignatureFD
Georgia
$33K +$3.57K +35 +12%
TF
642
TimeScale Financial
Massachusetts
$31K +$102 +1 +0.3%
FA
643
Fortis Advisors
Pennsylvania
$29K -$919 -9 -3%
LWP
644
Lumature Wealth Partners
Georgia
$28K
PP
645
Pacifica Partners
Canada
$28K
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$27K
BCM
647
Bourgeon Capital Management
Connecticut
$21K
OFG
648
Oxford Financial Group
Indiana
$21K
BHWM
649
Bay Harbor Wealth Management
Maryland
$21K +$20.5K +201 New
Barclays
650
Barclays
United Kingdom
$18K -$1.62M -15,847 -99%

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.