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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
SPWG
676
Syntegra Private Wealth Group
Missouri
$228K +$206K +2,093 New
EL
677
EWA LLC
Pennsylvania
$226K +$204K +2,080 New
SFO
678
Stokes Family Office
Louisiana
$226K +$204K +2,074 New
AA
679
Axiom Advisory
California
$219K +$197K +2,010 New
CT
680
Colonial Trust
South Carolina
$218K
CA
681
Cambridge Advisors
Nebraska
$218K +$196K +2,000 New
DA
682
Dover Advisors
Virginia
$218K +$196K +2,000 New
JCM
683
Jag Capital Management
Missouri
$218K +$196K +2,000 New
WCA
684
Waypoint Capital Advisors
Minnesota
$218K +$196K +2,000 New
WFS
685
Widmann Financial Services
Maryland
$218K +$196K +2,000 New
GWM
686
Gray Wealth Management
Maine
$218K +$196K +1,999 New
Fifth Third Bancorp
687
Fifth Third Bancorp
Ohio
$217K +$148K +1,505 +307%
GWSG
688
GPS Wealth Strategies Group
Colorado
$217K
MGIA
689
Moneta Group Investment Advisors
Missouri
$215K +$194K +1,977 New
RWP
690
Revolve Wealth Partners
New Jersey
$215K +$194K +1,972 New
FRA
691
Front Row Advisors
California
$213K
AIP
692
Almanack Investment Partners
Pennsylvania
$213K +$192K +1,955 New
DI
693
DAGCO Inc
Ohio
$213K +$192K +1,955 New
PBO
694
Peoples Bank (Ohio)
Ohio
$213K +$192K +1,954 New
TPCW
695
TD Private Client Wealth
New York
$212K +$18.6K +189 +11%
CB
696
Cadence Bank
Mississippi
$210K +$190K +1,930 New
TPW
697
Tiller Private Wealth
Pennsylvania
$210K +$190K +1,930 New
VVP
698
Venture Visionary Partners
Ohio
$209K +$189K +1,924 New
SAM
699
Secure Asset Management
Michigan
$209K +$189K +1,924 New
MC
700
Moors & Cabot
Massachusetts
$208K +$188K +1,914 New

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.