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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
Creative Planning
76
Creative Planning
Kansas
$17.6M +$109K +786 +0.7%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$124K -896 -0.8%
AA
78
Axiom Advisory
California
$17.5M +$17.3M +124,908 +6,202%
CFS
79
Commonwealth Financial Services
West Virginia
$17.3M +$2.89M +20,906 +23%
TW
80
TritonPoint Wealth
Maryland
$17M -$318K -2,301 -2%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$16.5M +$3.35M +24,267 +28%
CIAS
82
CFS Investment Advisory Services
New Jersey
$16.1M +$14.8M +106,813 New
FCFC
83
First Citizens Financial Corp
Iowa
$16.1M +$112K +811 +0.8%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$15.9M -$1.69M -12,248 -10%
MCM
85
Mendel Capital Management
Arkansas
$15.7M -$448K -3,241 -3%
AF
86
Advisornet Financial
Minnesota
$15.6M +$2.09M +15,119 +17%
IWA
87
Icon Wealth Advisors
Texas
$15.6M -$778K -5,628 -5%
FHA
88
First Horizon Advisors
Tennessee
$15M +$360K +2,606 +3%
FFA
89
Farther Finance Advisors
California
$14.7M +$2.97M +21,466 +29%
PCIG
90
Partners Capital Investment Group
Massachusetts
$14.5M +$990K +7,161 +8%
PCA
91
Prosperity Capital Advisors
Ohio
$14M +$1.73M +12,500 +15%
CW
92
CreativeOne Wealth
Kansas
$13.9M -$6.05M -43,787 -32%
HGWM
93
Horst & Graben Wealth Management
Oregon
$13.9M -$273K -1,979 -2%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$13.4M -$235K -1,697 -2%
I
95
INVST
Indiana
$13.3M +$1.69M +12,213 +16%
SW
96
SteelPeak Wealth
California
$13.1M +$541K +3,916 +5%
BCM
97
Brookstone Capital Management
Illinois
$12.9M +$1.3M +9,411 +12%
IWM
98
IHT Wealth Management
Illinois
$12.7M +$7.6M +54,982 +186%
RFA
99
Rollins Financial Advisors
New York
$12.6M -$143K -1,033 -1%
TC
100
TownSquare Capital
Utah
$12.3M +$697K +5,044 +7%

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.