iShares US Technology ETF
972 hedge funds and large institutions have $10.6B invested in iShares US Technology ETF in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 388 increasing their positions, 278 reducing their positions, and 65 closing their positions.
63% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 65
48% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $13.2M
40% more repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 278
6% more capital invested
Capital invested by funds: $9.96B → $10.6B (+$629M)
2% more funds holding
Funds holding: 949 → 972 (+23)
6.21% less ownership
Funds ownership: 70.69% → 64.48% (-6.2%)
8% less funds holding in top 10
Funds holding in top 10: 39 → 36 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$55M |
| 3 |
LPL Financial
San Diego,
California
|
+$53.4M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$47.9M |
| 5 |
JP Morgan Chase
New York
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$864M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$90M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$64.3M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$51M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$39.9M |
IYW Hedge Fund Activity: Q1 2024 in Review
972 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2024, worth a combined $10.6B — up 6.3% from $9.96B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new IYW positions and 65 closed out — a net gain of 41 holders — while 388 added to existing stakes and 278 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $864M.
- 972 institutional investors held iShares US Technology ETF (IYW) as of Q1 2024, up from 949 in Q4 2023.
- Funds reported $10.6B of iShares US Technology ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
- 106 funds opened new iShares US Technology ETF positions in Q1 2024 and 65 closed out, a net change of +41 holders.
- The largest iShares US Technology ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $120M added.
- The largest iShares US Technology ETF seller in Q1 2024 was Morgan Stanley, an estimated $864M sold.
Based on aggregated 13F filings for Q1 2024.