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
FCCM
626
First City Capital Management
Georgia
$283K
WTC
627
WhitTier Trust Company
Nevada
$283K
LIM
628
Leavell Investment Management
Alabama
$282K +$17.7K +180 +7%
ACP
629
Aveo Capital Partners
Colorado
$282K -$393 -4 -0.2%
HA
630
Herold Advisors
New York
$281K
IGWM
631
ICA Group Wealth Management
Colorado
$277K +$185K +1,882 +282%
JCM
632
Jacobi Capital Management
Pennsylvania
$277K +$250K +2,544 New
ONSWM
633
Old North State Wealth Management
North Carolina
$275K +$12.9K +131 +5%
PCA
634
Peddock Capital Advisors
Massachusetts
$273K
RCAG
635
Rehmann Capital Advisory Group
Michigan
$269K -$3.34K -34 -1%
B
636
Bensler
Washington
$269K +$98 +1 +0%
SFG
637
StrategIQ Financial Group
Indiana
$267K
VC
638
Veracity Capital
Georgia
$267K -$35.3K -359 -13%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$266K +$98 +1 +0%
WRM
640
Weybosset Research & Management
Rhode Island
$266K
CA
641
Carson Advisory
Georgia
$266K +$98 +1 +0%
CAM
642
Cidel Asset Management
Ontario, Canada
$265K -$3.54K -36 -1%
BIM
643
Baldwin Investment Management
Pennsylvania
$265K -$6.88K -70 -3%
SIAM
644
Sterling Investment Advisors (Missouri)
Missouri
$263K +$98 +1 +0%
RWG
645
Ratio Wealth Group
Colorado
$262K +$237K +2,408 New
GPA
646
Garrison Point Advisors
California
$261K -$15.7K -160 -6%
RCA
647
Ranch Capital Advisors
Florida
$261K
TC
648
TownSquare Capital
Utah
$261K -$126K -1,281 -35%
AT
649
Arvest Trust
Oklahoma
$260K
CG
650
Colony Group
Massachusetts
$257K -$2.85K -29 -1%

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.