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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
SC
776
SouthState Corp
Florida
$34.8K
TAM
777
Tucker Asset Management
Colorado
$34.5K +$23.1K +235 +287%
OFG
778
Oxford Financial Group
Indiana
$30.9K
PP
779
Pacifica Partners
Canada
$30.3K
LWP
780
Lumature Wealth Partners
Georgia
$29.5K
GA
781
GoalVest Advisory
New York
$29.4K
PO
782
Private Ocean
California
$26.7K -$219K -2,225 -90%
S
783
SignatureFD
Georgia
$24.1K +$1.38K +14 +7%
BCM
784
Bourgeon Capital Management
Connecticut
$21.8K
GWMIA
785
Global Wealth Management Investment Advisory
Florida
$21.8K +$19.6K +200 New
OSAM
786
O'Shaughnessy Asset Management
Connecticut
$21.7K +$8.74K +89 +81%
NSG
787
Nalls Sherbakoff Group
Tennessee
$20.6K
PCM
788
Penserra Capital Management
California
$19K +$18K +183 New
LFG
789
Larson Financial Group
Missouri
$18.3K
AWA
790
Alaska Wealth Advisors
Alaska
$17.4K
IBOK
791
Independence Bank of Kentucky
Kentucky
$17.4K
TFGT
792
TS Financial Group (TSFG)
Illinois
$17K
JFG
793
JDM Financial Group
Texas
$16.5K
CHC
794
City Holding Co
West Virginia
$16.3K
EW
795
Element Wealth
Mississippi
$16K +$14.4K +147 New
PP
796
PrairieView Partners
Minnesota
$16K +$3.83K +39 +35%
Citadel Advisors
797
Citadel Advisors
Florida
$14.5K -$87.7K -893 -87%
Qube Research & Technologies (QRT)
798
Qube Research & Technologies (QRT)
United Kingdom
$14.4K +$37.4K +381 New
HF
799
Halpern Financial
Virginia
$13.1K
TC
800
Truvestments Capital
Florida
$13.1K

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.