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iShares US Technology ETF

584 hedge funds and large institutions have $2.4B invested in iShares US Technology ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $2.58M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

0.66% less ownership

Funds ownership: 45.02%44.36% (-0.66%)

7% less funds holding

Funds holding: 631584 (-47)

9% less capital invested

Capital invested by funds: $2.65B → $2.4B (-$244M)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

56% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 72

Holders
584
Holders Change
-47
Holders Change %
-7.45%
% of All Funds
10.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
32
Increased
167
Reduced
193
Closed
72
Calls
$7.99M
Puts
$2.58M
Net Calls
+$5.41M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
76
Essex LLC
Illinois
$4.09M +$160K +1,885 +3%
SB
77
Simmons Bank
Arkansas
$4.01M -$88.1K -1,039 -2%
SCA
78
STALEY CAPITAL ADVISERS
Pennsylvania
$3.9M
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83M +$89.2K +1,052 +2%
Two Sigma Investments
80
Two Sigma Investments
New York
$3.81M +$2.3M +27,067 +109%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$3.75M +$1.47M +17,305 +51%
DWM
82
Darwin Wealth Management
Florida
$3.72M -$956K -11,271 -18%
JIC
83
Johnson Investment Counsel
Ohio
$3.71M -$165K -1,940 -4%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$3.67M
GVAG
85
Great Valley Advisor Group
Delaware
$3.57M
RA
86
RFG Advisory
Alabama
$3.55M +$3.65M +42,990 +830%
PCIA
87
Prime Capital Investment Advisors
Kansas
$3.54M +$88.2K +1,040 +2%
CCA
88
Cottonwood Capital Advisors
Utah
$3.49M -$63.9K -754 -2%
BBVA
89
Banco Bilbao Vizcaya Argentaria
Spain
$3.43M +$3.97M +46,796 New
SFA
90
Source Financial Advisors
New York
$3.36M +$1.11M +13,079 +40%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$3.35M +$91.8K +1,083 +2%
KNW
92
Kesler Norman & Wride
Utah
$3.21M +$138K +1,630 +4%
WCM
93
WealthBridge Capital Management
Ohio
$3.16M
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$3.14M +$1.32M +15,557 +58%
Lido Advisors
95
Lido Advisors
California
$3.08M -$403K -4,758 -10%
CWM
96
Concentric Wealth Management
California
$3M -$8.48K -100 -0.2%
IF
97
Intrua Financial
Texas
$2.96M -$1.59M -18,795 -32%
AW
98
ACG Wealth
Georgia
$2.92M -$30.5K -360 -0.9%
Northern Trust
99
Northern Trust
Illinois
$2.84M +$248K +2,923 +8%
SIM
100
SSI Investment Management
California
$2.84M -$4.85M -57,234 -60%

IYW Hedge Fund Activity: Q3 2022 in Review

584 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2022, worth a combined $2.4B — down 9.2% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYW and 32 opened new positions — a net loss of 40 holders — while 193 trimmed existing stakes and 167 added.

The largest buyer was Apexium Financial, adding an estimated $13.7M. The largest seller was Bank of Montreal, cutting an estimated $69.6M.

  • 584 institutional investors held iShares US Technology ETF (IYW) as of Q3 2022, down from 631 in Q2 2022.
  • Funds reported $2.4B of iShares US Technology ETF stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new iShares US Technology ETF positions in Q3 2022 and 72 closed out, a net change of -40 holders.
  • The largest iShares US Technology ETF buyer in Q3 2022 was Apexium Financial, an estimated $13.7M added.
  • The largest iShares US Technology ETF seller in Q3 2022 was Bank of Montreal, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2022.