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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
651
Atlas Brown
Kentucky
$509K +$17K +123 +4%
SP
652
Stonebrook Private
Michigan
$508K +$466K +3,373 New
PIP
653
Peachtree Investment Partners
Florida
$505K +$179K +1,294 +63%
RIA
654
Realta Investment Advisors
Delaware
$497K
APP
655
Avantax Planning Partners
Iowa
$495K
ONSWM
656
Old North State Wealth Management
North Carolina
$494K -$26.5K -192 -6%
LWA
657
Lantern Wealth Advisors
New York
$492K +$51K +369 +13%
MGIA
658
Moneta Group Investment Advisors
Missouri
$490K +$129K +937 +40%
ADL
659
Asset Dedication LLC
California
$482K
SM
660
Sensible Money
Arizona
$482K
UB
661
Umpqua Bank
Oregon
$482K
Fisher Asset Management
662
Fisher Asset Management
Washington
$480K +$441K +3,189 New
CGA
663
Crescent Grove Advisors
Illinois
$476K +$22.5K +163 +5%
CCWM
664
Correct Capital Wealth Management
Missouri
$471K
SIC
665
Samalin Investment Counsel
New York
$470K +$2.07K +15 +0.5%
SAM
666
Strategy Asset Managers
California
$468K +$64.8K +469 +12%
TGAM
667
TBH Global Asset Management
Tennessee
$465K
PWM
668
Penobscot Wealth Management
Maine
$465K -$4.15K -30 -1%
FLPIM
669
F.L. Putnam Investment Management
Massachusetts
$462K +$10.6K +77 +3%
SL
670
Stevard LLC
Illinois
$460K +$70.6K +511 +20%
KWM
671
Kingsview Wealth Management
Oregon
$458K -$14.8K -107 -3%
PFPT
672
Pinnacle Financial Partners (Tennessee)
Tennessee
$458K -$20.9K -151 -5%
CFO
673
CVA Family Office
Colorado
$456K -$27.6K -200 -6%
WAS
674
WESPAC Advisors SoCal
California
$453K
RFN
675
Redwood Financial Network
Ohio
$453K +$25.7K +186 +7%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.