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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
AT
626
Arvest Trust
Oklahoma
$212K +$192K +2,284 New
BWA
627
BDO Wealth Advisors
Florida
$211K -$28.7K -342 -13%
FMTC
628
Farmers & Merchants Trust Company
California
$210K +$190K +2,260 New
HPC
629
HM Payson & Co
Maine
$209K – – –
BBW
630
Blue Barn Wealth
Utah
$208K +$188K +2,240 New
3LCM
631
3D/L Capital Management
Connecticut
$208K +$188K +2,238 New
ABC
632
Associated Banc-Corp
Wisconsin
$208K +$188K +2,237 New
CTC
633
Central Trust Company
Missouri
$207K – – –
WIP
634
WealthCare Investment Partners
Rhode Island
$206K +$186K +2,219 New
Fisher Asset Management
635
Fisher Asset Management
Washington
$203K +$183K +2,185 New
HDIM
636
Hanson & Doremus Investment Management
Vermont
$190K – – –
CT
637
Colonial Trust
South Carolina
$186K – – –
GWSG
638
GPS Wealth Strategies Group
Colorado
$185K +$167K +1,994 New
AIM
639
Anchor Investment Management
South Carolina
$182K – – –
FRA
640
Front Row Advisors
California
$181K -$42.4K -505 -21%
CFFP
641
Center for Financial Planning
Michigan
$180K – – –
FFA
642
Founders Financial Alliance
North Carolina
$179K -$32.2K -384 -17%
NRC
643
New Republic Capital
North Carolina
$172K +$63.7K +759 +69%
RBC
644
Roble Belko & Company
Pennsylvania
$170K – – –
CT
645
Caldwell Trust
Florida
$167K – – –
HWA
646
HHM Wealth Advisors
Tennessee
$167K +$33.7K +401 +29%
KFI
647
Key Financial Inc
Pennsylvania
$165K +$25.2K +300 +20%
BCA
648
Bray Capital Advisors
Florida
$164K – – –
TPCW
649
TD Private Client Wealth
New York
$163K -$80.3K -957 -35%
PMFA
650
Plante Moran Financial Advisors
Michigan
$158K -$151K -1,800 -51%
24 25
26
27 28

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.