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iShares US Technology ETF
IYW

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: 32 → 45 (+13)

38% more capital invested

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

7% more funds holding

Funds holding: 1,070 → 1,147 (+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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$155M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$105M
3
DWM
Dynasty Wealth Management
Florida
+$78.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$49.8M
5
Wells Fargo
Wells Fargo
California
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$501M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$189M
3
BlackRock
BlackRock
New York
-$97.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
976
Mesirow Financial Investment Management
Illinois
$215K – – –
AWA
977
Acorn Wealth Advisors
Michigan
$214K – – –
VBFP
978
Valtinson Bruner Financial Planning
Minnesota
$212K -$59K -373 -22%
OLVIG
979
Oliver Lagore Vanvalin Investment Group
Michigan
$212K -$17.4K -110 -8%
PPP
980
Private Portfolio Partners
New Jersey
$212K – – –
FIBT
981
First International Bank & Trust
North Dakota
$211K – – –
PWM
982
Provident Wealth Management
Tennessee
$210K – – –
SHA
983
Seneca House Advisors
Virginia
$209K +$207K +1,308 New
WSFS
984
Wilmington Savings Fund Society
Delaware
$209K +$1.9K +12 +0.9%
AIA
985
Arbor Investment Advisors
North Carolina
$208K +$206K +1,304 New
MAS
986
Meeder Advisory Services
Ohio
$208K +$206K +1,304 New
AFG
987
Allegheny Financial Group
Pennsylvania
$207K -$93.2K -589 -31%
SEIA
988
Signature Estate & Investment Advisors
California
$207K +$206K +1,299 New
WCF
989
West Coast Financial
California
$207K +$205K +1,295 New
JWM
990
JGP Wealth Management
Oregon
$206K +$205K +1,293 New
SFO
991
Stokes Family Office
Louisiana
$205K +$203K +1,285 New
SP
992
SWS Partners
Ohio
$203K +$201K +1,270 New
CTC
993
Central Trust Company
Missouri
$202K – – –
TSWM
994
Tyler-Stone Wealth Management
Ohio
$202K +$201K +1,268 New
SPWG
995
Syntegra Private Wealth Group
Missouri
$202K -$10.6K -67 -5%
DI
996
DDFG Inc
California
$201K +$200K +1,262 New
CSPIA
997
Cary Street Partners Investment Advisory
Virginia
$197K -$11M -69,723 -98%
SMA
998
Sage Mountain Advisors
Georgia
$193K – – –
OFG
999
Oxford Financial Group
Indiana
$191K – – –
SI
1000
Sava Infond
Slovenia
$185K +$184K +1,160 New
38 39
40
41 42

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.