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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
CTC
901
Central Trust Company
Missouri
$186K -$5.25K -38 -3%
SMA
902
Sage Mountain Advisors
Georgia
$182K -$55.3K -400 -25%
CTWM
903
Cherry Tree Wealth Management
Minnesota
$181K
OFG
904
Oxford Financial Group
Indiana
$181K
TAM
905
Tucker Asset Management
Colorado
$174K -$19.8K -143 -11%
JFGIW
906
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K +$142K +1,026 +4,886%
S
907
SignatureFD
Georgia
$157K +$20.5K +148 +17%
RIL
908
Rothschild Investment LLC
Illinois
$156K
MSG
909
Main Street Group
Virginia
$156K +$138 +1 +0.1%
RFG
910
REAP Financial Group
Texas
$155K -$33K -239 -19%
Bessemer Group
911
Bessemer Group
New Jersey
$151K
RA
912
Ransom Advisory
Rhode Island
$151K
LFG
913
Larson Financial Group
Missouri
$148K +$113K +816 +486%
IWP
914
IAG Wealth Partners
Wisconsin
$147K +$135K +978 New
FCMT
915
Founders Capital Management (Texas)
Texas
$143K
CJ
916
Caitlin John
Michigan
$142K
VF
917
VitalStone Financial
Texas
$141K +$93.3K +675 +256%
OIA
918
Optimum Investment Advisors
Illinois
$141K
SWP
919
SIMA Wealth Partners
Virginia
$135K +$124K +900 New
HDIM
920
Hanson & Doremus Investment Management
Vermont
$135K
TFF
921
The Family Firm
Maryland
$135K +$124K +897 New
HCP
922
Hexagon Capital Partners
Arkansas
$129K
CTA
923
Colonial Trust Advisors
South Carolina
$127K
CA
924
Continuum Advisory
Idaho
$127K +$19.1K +138 +20%
CWC
925
Carolinas Wealth Consulting
North Carolina
$117K

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.