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iShares US Technology ETF

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: 3245 (+13)

38% more capital invested

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

7% more funds holding

Funds holding: 1,0701,147 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
951
GKV Capital Management
California
$233K +$231K +1,462 New
ACM
952
Arlington Capital Management
Illinois
$233K +$158 +1 +0.1%
NA
953
Novus Advisors
South Carolina
$232K +$230K +1,455 New
EPAM
954
Evelyn Partners Asset Management
$231K +$229K +1,448 New
RCAG
955
Rehmann Capital Advisory Group
Michigan
$230K -$791 -5 -0.3%
HFO
956
Heritage Family Offices
Arizona
$229K +$14.7K +93 +7%
WPC
957
White Pine Capital
Minnesota
$228K
PFM
958
Peak Financial Management
Massachusetts
$228K -$17.7K -112 -7%
RPGK
959
Retirement Planning Group (Kansas)
Kansas
$227K +$225K +1,424 New
PCMC
960
Paragon Capital Management (Colorado)
Colorado
$226K
BF
961
Bonfire Financial
Colorado
$226K +$224K +1,414 New
I2I
962
Insight 2811 Inc
Illinois
$225K
BIAS
963
Beacon Investment Advisory Services
New Jersey
$223K
WAM
964
WealthTrust Asset Management
Florida
$223K +$158 +1 +0.1%
AO
965
Advisor OS
Illinois
$222K +$220K +1,393 New
KFG
966
Kelly Financial Group
Connecticut
$222K +$220K +1,391 New
VP
967
Verum Partners
North Carolina
$222K
BB
968
Bell Bank
North Dakota
$222K
CAM
969
Cozad Asset Management
Illinois
$222K
NFSG
970
Newbridge Financial Services Group
Florida
$220K +$218K +1,379 New
JCM
971
Janney Capital Management
Pennsylvania
$219K +$1.58K +10 +0.7%
MCA
972
Magnolia Capital Advisors
Mississippi
$218K +$216K +1,366 New
PPW
973
Presilium Private Wealth
Pennsylvania
$217K -$68K -430 -24%
FIM
974
Freedom Investment Management
Connecticut
$215K -$4.43K -28 -2%
TFO
975
Tarbox Family Office
California
$215K

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.