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iShares US Technology ETF
IYW

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: 21 → 32 (+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: 701 → 759 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
LPL Financial
LPL Financial
California
+$76.4M
3
BlackRock
BlackRock
New York
+$66.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$45.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.2M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
RIG
RiverFront Investment Group
Virginia
-$13M
4
RJA
Raymond James & Associates
Florida
-$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
726
Halpern Financial
Virginia
$11.1K – – –
TC
727
Truvestments Capital
Florida
$11.1K +$10.1K +120 New
BAAM
728
Baker Avenue Asset Management
California
$10.9K -$2.49M -29,639 -100%
OSAM
729
O'Shaughnessy Asset Management
Connecticut
$10.2K +$3.94K +47 +75%
PP
730
PrairieView Partners
Minnesota
$10K – – –
SWM
731
Sugarloaf Wealth Management
Georgia
$9.94K +$8.98K +107 New
JGCM
732
Joseph Group Capital Management
Ohio
$9.84K – – –
MHR
733
Matthew Hamilton Rosenberg
$9.65K – – –
LC
734
Lindbrook Capital
California
$9.28K – – –
CSB
735
City State Bank
Iowa
$9K – – –
ANBT
736
American National Bank & Trust
Texas
$8.54K – – –
RG
737
Retirement Group
California
$8K – – –
IRC
738
Investors Research Corp
Georgia
$7.61K – – –
TAM
739
Tucker Asset Management
Colorado
$7.61K +$6.88K +82 New
PCM
740
Pointe Capital Management
Michigan
$6.68K +$6.04K +72 New
PAIM
741
Punch & Associates Investment Management
Minnesota
$6.62K – – –
SGC
742
Slocum, Gordon & Co
Rhode Island
$6.31K – – –
FCA
743
FinTrust Capital Advisors
South Carolina
$5.29K – – –
TSW
744
Thompson Siegel & Walmsley
Virginia
$5K – – –
GWS
745
Glassman Wealth Services
Virginia
$4.92K +$4.2K +50 +1,667%
TF
746
Tompkins Financial
New York
$4.64K +$4.2K +50 New
HCM
747
Hollencrest Capital Management
California
$4.18K – – –
AFG
748
Albion Financial Group
Utah
$3.34K – – –
SCA
749
Stonebridge Capital Advisors
Minnesota
$2.88K +$2.6K +31 New
FGAM
750
Financial Gravity Asset Management
Texas
$2.46K +$2.24M +26,669 New
28 29
30
31 32

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.