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iShares US Technology ETF
IYW

949 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 361 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 34

129% more funds holding in top 10

Funds holding in top 10: 17 → 39 (+22)

55% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 233

55% more capital invested

Capital invested by funds: $6.43B → $9.96B (+$3.53B)

14% more funds holding

Funds holding: 832 → 949 (+117)

10.53% more ownership

Funds ownership: 60.15% → 70.69% (+11%)

46% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $25.3M

Holders
949
Holders Change
+117
Holders Change %
+14.06%
% of All Funds
13.84%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
166
Increased
361
Reduced
233
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$765M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$332M
3
JP Morgan Chase
JP Morgan Chase
New York
+$139M
4
BlackRock
BlackRock
New York
+$104M
5
LPL Financial
LPL Financial
California
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$68.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$32.3M
3
PCH
PGIM Custom Harvest
New Jersey
-$7.32M
4
BTI
Blue Trust Inc
Georgia
-$7.07M
5
Gates Foundation Trust
Gates Foundation Trust
Washington
-$6.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
801
River Street Advisors
Illinois
$214K +$197K +1,742 New
HI
802
Human Investing
Oregon
$213K +$196K +1,732 New
MLIC
803
Mandatum Life Insurance Company
Finland
$211K +$195K +1,722 New
FFB
804
First Financial Bankshares
Texas
$211K +$195K +1,720 New
CC
805
Callan Capital
California
$210K +$194K +1,714 New
SWP
806
Semus Wealth Partners
Florida
$210K +$194K +1,713 New
HA
807
Herold Advisors
New York
$209K +$193K +1,704 New
GWM
808
Gray Wealth Management
Maine
$209K -$33.8K -298 -15%
MIM
809
Marco Investment Management
Georgia
$209K +$193K +1,700 New
SPWG
810
Syntegra Private Wealth Group
Missouri
$208K +$192K +1,691 New
CAS
811
Coppell Advisory Solutions
Texas
$206K +$190K +1,677 New
AC
812
Aldebaran Capital
Indiana
$205K +$189K +1,672 New
AWC
813
Abundance Wealth Counselors
Pennsylvania
$205K -$33.3K -294 -15%
FCM
814
Firestone Capital Management
Florida
$202K +$186K +1,645 New
BAAM
815
Baker Avenue Asset Management
California
$202K – – –
9WM
816
9258 Wealth Management
Ohio
$202K +$186K +1,642 New
MWM
817
MGB Wealth Management
Texas
$201K +$184K +1,628 New
FBB
818
Fulton Breakefield Broenniman
Maryland
$200K +$185K +1,631 New
PIA
819
Powell Investment Advisors
Florida
$199K +$227 +2 +0.1%
SMA
820
Sage Mountain Advisors
Georgia
$198K – – –
RMC
821
Resources Management Corp
Connecticut
$197K -$7.59K -67 -4%
Deutsche Bank
822
Deutsche Bank
Germany
$190K – – –
OFG
823
Oxford Financial Group
Indiana
$187K +$140K +1,237 +436%
Kayne Anderson Rudnick Investment Management
824
Kayne Anderson Rudnick Investment Management
California
$185K +$170K +1,505 New
IGWM
825
ICA Group Wealth Management
Colorado
$175K +$162K +1,429 New
31 32
33
34 35

IYW Hedge Fund Activity: Q4 2023 in Review

949 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2023, worth a combined $9.96B — up 55% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new IYW positions and 34 closed out — a net gain of 132 holders — while 361 added to existing stakes and 233 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $765M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $68.5M.

  • 949 institutional investors held iShares US Technology ETF (IYW) as of Q4 2023, up from 832 in Q3 2023.
  • Funds reported $9.96B of iShares US Technology ETF stock for Q4 2023, up 55% quarter-over-quarter.
  • 166 funds opened new iShares US Technology ETF positions in Q4 2023 and 34 closed out, a net change of +132 holders.
  • The largest iShares US Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $765M added.
  • The largest iShares US Technology ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2023.