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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
SL
676
Salomon & Ludwin
Virginia
$452K -$13.5K -98 -3%
CCM
677
Carderock Capital Management
Maryland
$452K
MCM
678
Manchester Capital Management
Vermont
$452K
BSW
679
Buckingham Strategic Wealth
Missouri
$449K -$13.4K -97 -3%
NAS
680
Nicolet Advisory Services
Wisconsin
$449K
SAI
681
Savvy Advisors Inc
New York
$445K +$409K +2,958 New
IFPG
682
Intrepid Financial Planning Group
Indiana
$445K -$13.1K -95 -3%
NLP
683
Next Level Private
New York
$442K +$5.8K +42 +1%
MCC
684
Maiden Cove Capital
Maine
$436K +$444K +3,214 New
PFWA
685
Paces Ferry Wealth Advisors
Georgia
$435K
SWA
686
SOA Wealth Advisors
New York
$433K -$26K -188 -6%
RRCM
687
Rappaport Reiches Capital Management
Illinois
$431K +$95.4K +690 +32%
MSFS
688
Main Street Financial Solutions
Pennsylvania
$430K +$138 +1 +0%
SIM
689
Stratos Investment Management
Ohio
$426K +$130K +941 +50%
RFA
690
Resurgent Financial Advisors
Georgia
$425K +$45.6K +330 +13%
LA
691
Lifeworks Advisors
Michigan
$424K +$3.87K +28 +1%
TPCW
692
TD Private Client Wealth
New York
$423K -$15.2K -110 -4%
AMG
693
Asset Management Group
Connecticut
$422K
PMAM
694
Picton Mahoney Asset Management
Ontario, Canada
$421K +$387K +2,800 New
EI
695
Ellevest Inc
New York
$416K -$19.3K -140 -5%
3IP
696
3Chopt Investment Partners
Virginia
$414K +$380K +2,750 New
BHWM
697
Beaird Harris Wealth Management
Texas
$414K +$3.18K +23 +0.8%
BAM
698
Belpointe Asset Management
Nevada
$413K +$379K +2,744 New
ECM
699
Evergreen Capital Management
Washington
$413K
LFA
700
Legacy Financial Advisors
Kentucky
$412K

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.