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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
AI
76
Atria Investments
North Carolina
$17.8M -$1.11M -7,040 -6%
PIA
77
Perennial Investment Advisors
California
$17.8M +$5.39M +34,083 +44%
IWM
78
IHT Wealth Management
Illinois
$17.7M +$123K +779 +0.7%
SCA
79
Stillwater Capital Advisors
Pennsylvania
$17.5M -$1.42K -9 -0%
FCFC
80
First Citizens Financial Corp
Iowa
$16.5M -$343K -2,167 -2%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$16.4M +$5.12M +32,349 +46%
AFG
82
Atomi Financial Group
New York
$16.4M +$1.58M +9,987 +11%
PCA
83
Prosperity Capital Advisors
Ohio
$16.4M +$1.22M +7,690 +8%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$16.2M -$850K -5,374 -5%
EH
85
Equitable Holdings
New York
$15.7M +$1.09M +6,909 +8%
CIAS
86
CFS Investment Advisory Services
New Jersey
$15.7M -$731K -4,619 -4%
FFA
87
Farther Finance Advisors
California
$15.5M -$734K -4,641 -5%
IWA
88
Icon Wealth Advisors
Texas
$15.4M -$705K -4,454 -4%
MCM
89
Mendel Capital Management
Arkansas
$15.2M -$351K -2,216 -2%
LWA
90
Lifelong Wealth Advisors
Minnesota
$15.2M +$15.1M +95,440 New
FHA
91
First Horizon Advisors
Tennessee
$14.4M -$1.16M -7,355 -8%
PCIG
92
Partners Capital Investment Group
Massachusetts
$14.2M -$2.69M -16,989 -16%
CCM
93
Ciovacco Capital Management
Georgia
$14.1M +$17.6K +111 +0.1%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$13.5M -$325K -2,054 -2%
HGWM
95
Horst & Graben Wealth Management
Oregon
$13.4M -$935K -5,907 -7%
OWA
96
One Wealth Advisors
California
$13.3M -$13.3K -84 -0.1%
MFG
97
Merit Financial Group
Georgia
$13.3M +$6.38M +40,305 +94%
GA
98
Guerra Advisors
Florida
$12.9M +$12.8M +80,914 New
Corient Private Wealth
99
Corient Private Wealth
Florida
$12.8M -$2.81M -17,769 -18%
CFS
100
Commonwealth Financial Services
West Virginia
$12.8M -$4.09M -25,863 -24%

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.