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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
CSC
1026
Caldwell Sutter Capital
California
$1.96K
PFM
1027
Phillips Financial Management
Indiana
$1.66K
AWM
1028
AllSquare Wealth Management
New York
$1.5K
PWMG
1029
Private Wealth Management Group
New Jersey
$1.36K
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$1.22K
AIM
1031
Arcadia Investment Management
Michigan
$1.2K
BWL
1032
Bogart Wealth LLC
Virginia
$1.2K +$1.11K +8 New
OC
1033
Oakworth Capital
Alabama
$1.05K
DFA
1034
DHJJ Financial Advisors
Illinois
$602
BBVA
1035
Banco Bilbao Vizcaya Argentaria
Spain
-$10M -74,197 Closed
HF
1036
HRT Financial
New York
-$8.74M -64,738 Closed
SAG
1037
SageView Advisory Group
California
-$6.62M -63,184 Closed
CA
1038
CoreCap Advisors
Michigan
-$3.3M -24,403 Closed
NL
1039
NWAM LLC
Washington
-$2.69M -19,954 Closed
LNC
1040
Lincoln National Corp
Pennsylvania
-$2.21M -16,375 Closed
SAW
1041
Signal Advisors Wealth
Michigan
-$1.73M -12,828 Closed
WA
1042
Wealthstar Advisors
Texas
-$1.31M -9,733 Closed
MWM
1043
Meridian Wealth Management
Kentucky
-$1.25M -9,258 Closed
SOS
1044
Silver Oak Securities
Tennessee
-$1.16M -8,557 Closed
RA
1045
Rational Advisors
New York
-$740K -5,478 Closed
BFA
1046
Bright Financial Advisors
Michigan
-$320K -5,347 Closed
RF
1047
RHS Financial
California
-$699K -5,175 Closed
EWM
1048
Executive Wealth Management
Michigan
-$627K -4,629 Closed
EFG
1049
Ehrlich Financial Group
California
-$586K -4,337 Closed
RZH
1050
Relyea Zuckerberg Hanson
Connecticut
-$523K -3,870 Closed

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.