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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
PIM
51
Parker Investment Management
California
$19.2M +$15.3M +155,976 +765%
IWC
52
Integrated Wealth Concepts
Massachusetts
$18.1M +$695K +7,078 +4%
AI
53
Atria Investments
North Carolina
$17.7M +$1.03M +10,463 +7%
Truist Financial
54
Truist Financial
North Carolina
$17.3M +$455K +4,635 +3%
CIAS
55
CFS Investment Advisory Services
New Jersey
$15.9M +$14.4M +146,424 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$14.9M -$245K -2,490 -2%
Mariner
57
Mariner
Kansas
$14.9M +$959K +9,766 +8%
IWP
58
Icon Wealth Partners
Texas
$14.5M +$973K +9,907 +8%
HGWM
59
Horst & Graben Wealth Management
Oregon
$14.5M +$721K +7,339 +6%
CIA
60
Capital Investment Advisors
Georgia
$14.4M -$434K -4,415 -3%
MPW
61
MA Private Wealth
California
$14.3M -$80.5K -820 -0.6%
APW
62
Austin Private Wealth
Texas
$14M +$929K +9,454 +8%
PCA
63
Prosperity Capital Advisors
Ohio
$13.7M +$1.05M +10,714 +9%
SCA
64
Stillwater Capital Advisors
Pennsylvania
$13.3M -$132K -1,340 -1%
PFA
65
Pettinga Financial Advisors
Indiana
$12.6M -$97K -988 -0.8%
MSWMA
66
Market Street Wealth Management Advisors
Indiana
$12.4M +$158K +1,610 +1%
HFA
67
High Falls Advisors
New York
$12.1M -$240K -2,443 -2%
MCM
68
Mendel Capital Management
Arkansas
$12.1M -$726K -7,387 -6%
PS
69
Portfolio Strategies
New York
$12M +$10.8M +109,925 New
FCFC
70
First Citizens Financial Corp
Iowa
$11.7M +$10.6M +107,884 New
Creative Planning
71
Creative Planning
Kansas
$11.7M +$111K +1,130 +1%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$11.7M +$668K +6,804 +7%
SWP
73
Stratos Wealth Partners
Ohio
$11.1M +$986K +10,038 +11%
BTI
74
Blue Trust Inc
Georgia
$11M +$2.12M +21,577 +22%
SA
75
Scarborough Advisors
Maryland
$11M +$1.27M +12,947 +15%

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.