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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
IW
651
Imprint Wealth
South Carolina
$257K +$7.27K +74 +3%
FNBOO
652
First National Bank of Omaha
Nebraska
$256K -$12.3K -125 -5%
UL
653
Unionview LLC
Washington
$255K
AMG
654
Advisors Management Group
Wisconsin
$255K -$13.8K -140 -6%
WP
655
WMS Partners
Maryland
$255K -$39.3K -400 -15%
LJAC
656
L.J. Altfest & Co
New York
$254K -$46.2K -470 -17%
CWM
657
Chemistry Wealth Management
New York
$253K
MCC
658
Money Concepts Capital
Florida
$252K -$777K -7,913 -77%
ETIA
659
Epic Trust Investment Advisors
Washington
$251K +$227K +2,307 New
SWP
660
Semus Wealth Partners
Florida
$250K +$225K +2,292 New
BWA
661
BDO Wealth Advisors
Florida
$248K
CMS
662
Capital Market Strategies
Florida
$246K +$222K +2,264 New
FMTC
663
Farmers & Merchants Trust Company
California
$246K
AIM
664
Anchor Investment Management
South Carolina
$245K +$28.5K +290 +15%
HPC
665
HM Payson & Co
Maine
$245K
HCM
666
Hillman Capital Management
Maryland
$245K +$221K +2,250 New
BBW
667
Blue Barn Wealth
Utah
$244K +$98 +1 +0%
TA
668
TFB Advisors
Kansas
$244K +$220K +2,237 New
CTC
669
Central Trust Company
Missouri
$243K
CSWM
670
Cassady Schiller Wealth Management
Ohio
$242K -$13.8K -140 -6%
WCG
671
Weaver Consulting Group
California
$242K +$218K +2,223 New
CPIG
672
Chicago Partners Investment Group
Illinois
$235K +$209K +2,128 New
CFFP
673
Center for Financial Planning
Michigan
$229K +$15.3K +156 +8%
WIP
674
WealthCare Investment Partners
Rhode Island
$228K -$11K -112 -5%
NRC
675
New Republic Capital
North Carolina
$228K +$23.9K +243 +13%

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.