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iShares US Technology ETF

1,197 hedge funds and large institutions have $11.8B invested in iShares US Technology ETF in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 294 increasing their positions, 500 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 74

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

3% more funds holding

Funds holding: 1,1611,197 (+36)

10.79% less ownership

Funds ownership: 64.7%53.91% (-11%)

15% less capital invested

Capital invested by funds: $13.8B → $11.8B (-$2.02B)

41% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 500

46% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $35.8M

Holders
1,197
Holders Change
+36
Holders Change %
+3.1%
% of All Funds
15.71%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.56%
New
131
Increased
294
Reduced
500
Closed
74
Calls
$19.4M
Puts
$35.8M
Net Calls
-$16.4M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$29.9M -$898K -4,908 -3%
EH
52
Equitable Holdings
New York
$28.7M +$1.8M +9,838 +7%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$28.3M +$26.2M +143,177 +11,292%
SP
54
Sherman Porfolios
Idaho
$26.7M -$38.1K -208 -0.2%
AFG
55
Atomi Financial Group
New York
$26.4M +$2.39M +13,045 +11%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$26.1M -$141M -773,185 -85%
UCFA
57
United Capital Financial Advisors
Texas
$23.9M -$35.4M -193,256 -61%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$23.7M +$70.1K +383 +0.3%
PIA
59
Perennial Investment Advisors
California
$23.5M -$5.33M -29,131 -20%
MPW
60
MA Private Wealth
California
$23.4M -$102K -555 -0.5%
PWM
61
Perigon Wealth Management
California
$22.8M +$398K +2,176 +2%
PAMG
62
Patton Albertson Miller Group
Tennessee
$22.7M +$337K +1,841 +2%
SCA
63
Stillwater Capital Advisors
Pennsylvania
$21.7M -$116K -634 -0.6%
IWC
64
Integrated Wealth Concepts
Massachusetts
$21.7M -$7.27M -39,747 -26%
CIA
65
Capital Investment Advisors
Georgia
$21.5M -$151K -826 -0.7%
Principal Financial Group
66
Principal Financial Group
Iowa
$21M +$9.78M +53,466 +99%
TW
67
TritonPoint Wealth
Maryland
$20.8M -$221K -1,208 -1%
MFG
68
Merit Financial Group
Georgia
$20.6M -$24.7M -135,034 -56%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$20.6M +$138K +756 +0.7%
AssetMark Inc
70
AssetMark Inc
California
$19.6M +$8.46M +46,255 +86%
SW
71
SoFi Wealth
California
$19.6M -$58.5M -320,010 -76%
CIA
72
Concurrent Investment Advisors
Florida
$18.6M -$3.46M -18,909 -17%
FCFC
73
First Citizens Financial Corp
Iowa
$18.1M -$42.4K -232 -0.3%
MCM
74
Mendel Capital Management
Arkansas
$17.6M -$123K -670 -0.7%
Corient Private Wealth
75
Corient Private Wealth
Florida
$17.6M +$1.54M +8,443 +10%

IYW Hedge Fund Activity: Q3 2025 in Review

1,197 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2025, worth a combined $11.8B — down 15% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new IYW positions and 74 closed out — a net gain of 57 holders — while 294 added to existing stakes and 500 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $115M. The largest seller was Envestnet Asset Management, cutting an estimated $1.28B.

  • 1,197 institutional investors held iShares US Technology ETF (IYW) as of Q3 2025, up from 1,161 in Q2 2025.
  • Funds reported $11.8B of iShares US Technology ETF stock for Q3 2025, down 15% quarter-over-quarter.
  • 131 funds opened new iShares US Technology ETF positions in Q3 2025 and 74 closed out, a net change of +57 holders.
  • The largest iShares US Technology ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $115M added.
  • The largest iShares US Technology ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $1.28B sold.

Based on aggregated 13F filings for Q3 2025.