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iShares US Technology ETF

759 hedge funds and large institutions have $6.94B invested in iShares US Technology ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 282 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 41

116% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.1M

52% more funds holding in top 10

Funds holding in top 10: 2132 (+11)

39% more capital invested

Capital invested by funds: $5B → $6.94B (+$1.94B)

38% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 204

8% more funds holding

Funds holding: 701759 (+58)

5.09% more ownership

Funds ownership: 61.04%66.13% (+5.1%)

Holders
759
Holders Change
+58
Holders Change %
+8.27%
% of All Funds
12.1%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.51%
New
117
Increased
282
Reduced
204
Closed
41
Calls
$8.86M
Puts
$4.1M
Net Calls
+$4.76M
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$13.6M +$2.97M +35,336 +32%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$13M +$1.25M +14,949 +12%
CIA
53
Capital Investment Advisors
Georgia
$12.7M -$334K -3,983 -3%
Goldman Sachs
54
Goldman Sachs
New York
$12.5M -$14.8M -176,129 -57%
MPW
55
MA Private Wealth
California
$12.3M +$1.27M +15,188 +13%
Mariner
56
Mariner
Kansas
$11.9M +$1.07M +12,724 +11%
EE
57
EWG Elevate
California
$11.8M +$10.6M +126,857 New
HGWM
58
Horst & Graben Wealth Management
Oregon
$11.6M +$5.07M +60,467 +93%
SCA
59
Stillwater Capital Advisors
Pennsylvania
$11.5M -$108K -1,285 -1%
IWP
60
Icon Wealth Partners
Texas
$11.5M +$10.4M +123,490 New
APW
61
Austin Private Wealth
Texas
$11M +$2.85M +33,988 +40%
MCM
62
Mendel Capital Management
Arkansas
$11M -$100K -1,191 -1%
MOS
63
MGO One Seven
Ohio
$11M +$8.26M +98,367 +490%
PFA
64
Pettinga Financial Advisors
Indiana
$10.8M +$3.12M +37,219 +47%
PCA
65
Prosperity Capital Advisors
Ohio
$10.7M +$5.8M +69,144 +150%
HFA
66
High Falls Advisors
New York
$10.6M +$2.56M +30,550 +37%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$10.4M +$3.39M +40,391 +56%
Creative Planning
68
Creative Planning
Kansas
$9.89M -$113K -1,343 -1%
SS
69
Simplicity Solutions
Minnesota
$9.42M +$8.1M +96,560 +1,959%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$9.37M +$1.4M +16,648 +20%
SFS
71
Security Financial Services
Indiana
$9.31M +$1.96M +23,321 +30%
WWG
72
West Wealth Group
California
$8.98M +$2.18M +26,003 +37%
T
73
TCWP
Ohio
$8.86M +$1.49M +17,771 +23%
BFG
74
Buttonwood Financial Group
Missouri
$8.78M +$3.13M +37,332 +65%
KAS
75
Kestra Advisory Services
Texas
$8.73M -$8.78M -104,603 -53%

IYW Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2023, worth a combined $6.94B — up 39% from $5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IYW positions and 41 closed out — a net gain of 76 holders — while 282 added to existing stakes and 204 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $360M. The largest seller was Bank of America, cutting an estimated $16.2M.

  • 759 institutional investors held iShares US Technology ETF (IYW) as of Q1 2023, up from 701 in Q4 2022.
  • Funds reported $6.94B of iShares US Technology ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 117 funds opened new iShares US Technology ETF positions in Q1 2023 and 41 closed out, a net change of +76 holders.
  • The largest iShares US Technology ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $360M added.
  • The largest iShares US Technology ETF seller in Q1 2023 was Bank of America, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2023.