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iShares US Technology ETF
IYW

1,147 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 365 increasing their positions, 399 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 42

58% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $11.5M

41% more funds holding in top 10

Funds holding in top 10: 32 → 45 (+13)

38% more capital invested

Capital invested by funds: $12.1B → $16.6B (+$4.56B)

7% more funds holding

Funds holding: 1,070 → 1,147 (+77)

9% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 399

1.14% less ownership

Funds ownership: 66.22% → 65.07% (-1.1%)

Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.59%
New
147
Increased
365
Reduced
399
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$155M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$105M
3
DWM
Dynasty Wealth Management
Florida
+$78.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$49.8M
5
Wells Fargo
Wells Fargo
California
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$501M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$189M
3
BlackRock
BlackRock
New York
-$97.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
926
Central Valley Advisors
California
$261K – – –
MWM
927
MGB Wealth Management
Texas
$260K – – –
NFG
928
Nations Financial Group
Iowa
$260K +$158 +1 +0.1%
FCC
929
Flower City Capital
New York
$258K – – –
CWM
930
Chemistry Wealth Management
New York
$257K -$42.7K -270 -14%
WP
931
WMS Partners
Maryland
$257K – – –
CFP
932
Catalyst Financial Partners
Massachusetts
$256K -$1.11K -7 -0.4%
SBIA
933
Sheaff Brock Investment Advisors
Indiana
$255K – – –
RWS
934
Resolute Wealth Strategies
Mississippi
$254K – – –
SIC
935
Sigma Investment Counselors
Michigan
$254K +$10.9K +69 +5%
SC
936
Soundwatch Capital
Connecticut
$254K +$38.3K +242 +18%
RMC
937
Resources Management Corp
Connecticut
$253K -$475 -3 -0.2%
GWM
938
GSB Wealth Management
Connecticut
$252K – – –
OFG
939
Omega Financial Group
California
$252K +$2.21K +14 +0.9%
SF
940
Summit Financial
New Jersey
$252K +$250K +1,579 New
GTAM
941
Global Trust Asset Management
Florida
$250K -$35.6K -225 -13%
PG
942
Patten Group
Tennessee
$249K – – –
BS
943
Banco Santander
Spain
$247K – – –
Deutsche Bank
944
Deutsche Bank
Germany
$247K – – –
CA
945
Corrado Advisors
New Jersey
$245K +$158 +1 +0.1%
OCM
946
Objective Capital Management
Ohio
$244K +$242K +1,531 New
FCM
947
Firestone Capital Management
Florida
$244K – – –
NA
948
Nottingham Advisors
New York
$239K – – –
GAG
949
GM Advisory Group
New York
$237K – – –
FA
950
Fountainhead AM
New Jersey
$233K – – –
36 37
38
39 40

IYW Hedge Fund Activity: Q4 2024 in Review

1,147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2024, worth a combined $16.6B — up 38% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IYW positions and 42 closed out — a net gain of 105 holders — while 365 added to existing stakes and 399 trimmed.

The largest buyer was LPL Financial, adding an estimated $155M. The largest seller was International Assets Investment Management, cutting an estimated $501M.

  • 1,147 institutional investors held iShares US Technology ETF (IYW) as of Q4 2024, up from 1,070 in Q3 2024.
  • Funds reported $16.6B of iShares US Technology ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 147 funds opened new iShares US Technology ETF positions in Q4 2024 and 42 closed out, a net change of +105 holders.
  • The largest iShares US Technology ETF buyer in Q4 2024 was LPL Financial, an estimated $155M added.
  • The largest iShares US Technology ETF seller in Q4 2024 was International Assets Investment Management, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2024.