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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
OC
826
Oakworth Capital
Alabama
$762
MAWA
827
Moss Adams Wealth Advisors
Washington
$329 -$1.47K -15 -83%
GWS
828
Glassman Wealth Services
Virginia
$327 -$4.91K -50 -94%
RFG
829
RFP Financial Group
Georgia
$219 +$196 +2 New
EE
830
EWG Elevate
California
-$11.8M -126,857 Closed
Susquehanna International Group
831
Susquehanna International Group
Pennsylvania
-$4.33M -44,063 Closed
EF
832
Empowered Funds
Pennsylvania
-$3.43M -36,925 Closed
MHS
833
M Holdings Securities
Oregon
-$2.71M -29,254 Closed
MCIA
834
Mountain Capital Investment Advisors
Colorado
-$1.79M -19,393 Closed
BAM
835
Belpointe Asset Management
Nevada
-$1.4M -15,076 Closed
GC
836
Grimes & Company
Massachusetts
-$508K -5,477 Closed
AWMNH
837
Arcadia Wealth Management (New Hampshire)
New Hampshire
-$474K -5,108 Closed
SP
838
Successful Portfolios
Florida
-$409K -4,406 Closed
AWC
839
Abundance Wealth Counselors
Pennsylvania
-$335K -3,614 Closed
HF
840
HRT Financial
New York
-$330K -3,557 Closed
PTB
841
Pioneer Trust Bank
Oregon
-$325K -3,500 Closed
PWM
842
PRW Wealth Management
Massachusetts
-$321K -3,454 Closed
GBWM
843
Granite Bay Wealth Management
New Hampshire
-$255K -2,750 Closed
3LCM
844
3D/L Capital Management
Connecticut
-$208K -2,238 Closed
Fisher Asset Management
845
Fisher Asset Management
Washington
-$203K -2,185 Closed
SC
846
Sawyer & Company
Massachusetts
-$85K -916 Closed
PCM
847
Poehling Capital Management
Wisconsin
-$66.6K -718 Closed
M1FG
848
Mach-1 Financial Group
Arkansas
-$55.2M -595 Closed
FCA
849
Fortis Capital Advisors
Kansas
-$48.4K -521 Closed
FA
850
Fortis Advisors
Pennsylvania
-$44.7K -482 Closed

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.