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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Avior Wealth Management
Nebraska
$224K +$56.5K +409 +38%
FA
877
Fountainhead AM
New Jersey
$220K +$202K +1,462 New
T
878
TCWP
Ohio
$220K -$18.1K -131 -8%
ACM
879
Arlington Capital Management
Illinois
$220K +$202K +1,459 New
YCG
880
Yeomans Consulting Group
Georgia
$219K +$201K +1,457 New
OSAM
881
O'Shaughnessy Asset Management
Connecticut
$218K +$51.4K +372 +34%
WPC
882
White Pine Capital
Minnesota
$216K +$198K +1,432 New
PCMC
883
Paragon Capital Management (Colorado)
Colorado
$213K +$196K +1,416 New
WFC
884
Western Financial Corp
California
$212K -$15.8K -114 -7%
I2I
885
Insight 2811 Inc
Illinois
$212K +$195K +1,410 New
PMFA
886
Plante Moran Financial Advisors
Michigan
$210K +$33.2K +240 +21%
BIAS
887
Beacon Investment Advisory Services
New Jersey
$210K +$193K +1,398 New
SCM
888
Saxony Capital Management
Missouri
$210K +$193K +1,397 New
WAM
889
WealthTrust Asset Management
Florida
$210K +$193K +1,395 New
BB
890
Bell Bank
North Dakota
$209K +$192K +1,390 New
CAM
891
Cozad Asset Management
Illinois
$209K +$192K +1,390 New
VP
892
Verum Partners
North Carolina
$209K +$192K +1,389 New
TWCA
893
Two West Capital Advisors
Kansas
$208K +$191K +1,383 New
JCM
894
Janney Capital Management
Pennsylvania
$205K +$188K +1,360 New
ZIM
895
Zacks Investment Management
Illinois
$204K +$188K +1,358 New
CUAMC
896
China Universal Asset Management Company
China
$203K +$187K +1,350 New
TFO
897
Tarbox Family Office
California
$203K +$186K +1,348 New
MFIM
898
Mesirow Financial Investment Management
Illinois
$203K +$186K +1,346 New
PWM
899
Provident Wealth Management
Tennessee
$198K +$131K +950 +260%
SP
900
SWS Partners
Ohio
$191K +$175K +1,269 New

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.