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iShares US Technology ETF
IYW

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: 32 → 39 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759 → 828 (+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

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$34.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$33.3M
3
Bank of America
Bank of America
North Carolina
+$25.4M
4
Ameriprise
Ameriprise
Minnesota
+$23.6M
5
DZ Bank
DZ Bank
Germany
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$55.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$13M
3
EE
EWG Elevate
California
-$11.8M
4
MOS
MGO One Seven
Ohio
-$9.1M
5
LPL Financial
LPL Financial
California
-$8.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
801
D.J. St. Germain
Massachusetts
$12.5K +$11.3K +115 New
SWM
802
Sugarloaf Wealth Management
Georgia
$11.7K – – –
JGCM
803
Joseph Group Capital Management
Ohio
$11.5K – – –
MHR
804
Matthew Hamilton Rosenberg
$11.3K – – –
LC
805
Lindbrook Capital
California
$10.9K – – –
TRCT
806
Tower Research Capital (TRC)
New York
$10.9K +$9.82K +100 New
ANBT
807
American National Bank & Trust
Texas
$10K – – –
RG
808
Retirement Group
California
$9.14K – – –
IRC
809
Investors Research Corp
Georgia
$8.93K – – –
PAIM
810
Punch & Associates Investment Management
Minnesota
$7.76K – – –
WAM
811
WFA Asset Management
Wisconsin
$7.19K +$6.48K +66 New
NC
812
NewSquare Capital
Pennsylvania
$7.18K +$6.48K +66 New
TSW
813
Thompson Siegel & Walmsley
Virginia
$6K – – –
FCA
814
FinTrust Capital Advisors
South Carolina
$5.29K – – –
KA
815
Kozak & Associates
Colorado
$5.11K +$4.62K +47 New
HCM
816
Hollencrest Capital Management
California
$4.9K – – –
AIC
817
Archer Investment Corporation
Indiana
$4.36K +$3.93K +40 New
TFA
818
Toth Financial Advisory
Virginia
$4.25K +$3.83K +39 New
AFG
819
Albion Financial Group
Utah
$3.92K – – –
FGAM
820
Financial Gravity Asset Management
Texas
$3.11K +$189K +1,922 +7%
NL
821
NVWM LLC
Pennsylvania
$2.94K +$2.65K +27 New
BAM
822
Bellevue Asset Management
Washington
$1.63K – – –
IPW
823
Impact Partnership Wealth
Georgia
$1.31K +$1.18K +12 New
AWM
824
AllSquare Wealth Management
New York
$1.04K – – –
PFBT
825
Parkside Financial Bank & Trust
Missouri
$883 – – –
31 32
33
34 35

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.