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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
FWA
1001
Flagship Wealth Advisors
Massachusetts
$183K +$182K +1,150 New
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$176K +$26.4K +167 +18%
RIL
1003
Rothschild Investment LLC
Illinois
$166K
MSG
1004
Main Street Group
Virginia
$164K
WFA
1005
Wells Financial Advisors
Massachusetts
$164K +$141K +893 +677%
Bessemer Group
1006
Bessemer Group
New Jersey
$160K
RA
1007
Ransom Advisory
Rhode Island
$160K
WT
1008
Washington Trust
Rhode Island
$159K -$98.9K -625 -39%
LFG
1009
Larson Financial Group
Missouri
$158K +$633 +4 +0.4%
HWM
1010
Hemington Wealth Management
Virginia
$157K
IWP
1011
IAG Wealth Partners
Wisconsin
$156K
HC
1012
Hurley Capital
New York
$152K +$148K +936 New
CIA
1013
Cape Investment Advisory
Georgia
$152K -$24.2K -153 -14%
FCMT
1014
Founders Capital Management (Texas)
Texas
$151K
S
1015
SignatureFD
Georgia
$151K -$9.97K -63 -6%
CJ
1016
Caitlin John
Michigan
$150K
OIA
1017
Optimum Investment Advisors
Illinois
$150K
AAG
1018
Armstrong Advisory Group
Massachusetts
$147K +$42.9K +271 +42%
SWP
1019
SIMA Wealth Partners
Virginia
$144K
HDIM
1020
Hanson & Doremus Investment Management
Vermont
$143K
CTWM
1021
Cherry Tree Wealth Management
Minnesota
$142K -$49.8K -315 -26%
CTA
1022
Colonial Trust Advisors
South Carolina
$135K
FWM
1023
FLP Wealth Management
Arkansas
$131K +$130K +822 New
RFG
1024
REAP Financial Group
Texas
$130K -$3.48K -22 -3%
HCP
1025
Hexagon Capital Partners
Arkansas
$130K -$3.96K -25 -3%

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.