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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Security Financial Services
Indiana
$10.9M -$30.9K -315 -0.3%
SHJ
77
Sharkey, Howes & Javer
Colorado
$10.9M +$1.08M +11,040 +12%
WWG
78
West Wealth Group
California
$10.8M +$200K +2,040 +2%
T
79
TCWP
Ohio
$10.7M +$279K +2,840 +3%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$10.7M +$2.81M +28,582 +41%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$5.73M +58,371 +147%
MFG
82
Merit Financial Group
Georgia
$10.3M +$123K +1,256 +1%
SW
83
SteelPeak Wealth
California
$10.2M -$14.8K -151 -0.2%
PFS
84
Prospera Financial Services
Texas
$10.2M +$7.24M +73,708 +372%
OWA
85
One Wealth Advisors
California
$10.1M +$555K +5,652 +7%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$10M +$204K +2,078 +2%
BRWA
87
B. Riley Wealth Advisors
Florida
$9.82M -$346K -3,525 -4%
GF
88
Gries Financial
Ohio
$9.76M +$768K +7,816 +10%
SS
89
Simplicity Solutions
Minnesota
$9.7M -$1.22M -12,400 -12%
PWM
90
Perigon Wealth Management
California
$9.44M +$1.34M +13,601 +19%
SFPG
91
Stonebridge Financial Planning Group
Florida
$9.42M -$165K -1,685 -2%
MBTD
92
Mechanics Bank - Trust Department
California
$9.29M -$302K -3,075 -3%
BCI
93
Brinker Capital Investments
Pennsylvania
$9.29M +$387K +3,945 +5%
OPS
94
Orion Portfolio Solutions
Nebraska
$9.29M +$387K +3,945 +5%
ASN
95
Advisory Services Network
Georgia
$9.28M +$565K +5,756 +7%
SPIA
96
Steward Partners Investment Advisory
New York
$9.23M -$510K -5,191 -6%
KAS
97
Kestra Advisory Services
Texas
$9.21M -$934K -9,511 -10%
SB
98
Strategic Blueprint
Georgia
$9.03M +$1.35M +13,730 +20%
PCIA
99
Prime Capital Investment Advisors
Kansas
$8.89M +$490K +4,993 +7%
TF
100
Trek Financial
Arizona
$8.81M +$2.78M +28,273 +54%

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.