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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
CT
1026
Caldwell Trust
Florida
$125K +$3.64K +23 +3%
CWC
1027
Carolinas Wealth Consulting
North Carolina
$124K
Russell Investments Group
1028
Russell Investments Group
United Kingdom
$124K -$3.22M -20,381 -96%
BF
1029
BOK Financial
Oklahoma
$121K
CWM
1030
Centricity Wealth Management
Ohio
$119K +$118K +748 New
WTC
1031
WhitTier Trust Company
Nevada
$115K
ZB
1032
Zions Bancorporation
Utah
$112K
SIC
1033
Salem Investment Counselors
North Carolina
$110K
AT
1034
Arlington Trust
Alabama
$110K
CA
1035
Continuum Advisory
Idaho
$107K +$2.06K +13 +2%
CCA
1036
Criterion Capital Advisors
Tennessee
$104K
AWM
1037
Angeles Wealth Management
California
$103K
FFO
1038
Fortitude Family Office
Arizona
$99.5K
UBP
1039
Union Bancaire Privee
Switzerland
$99.1K +$122K +770 New
MIM
1040
MTM Investment Management
South Carolina
$96.8K
TAM
1041
Townsend Asset Management
North Carolina
$96.8K
BFS
1042
Burkett Financial Services
South Carolina
$96.3K
PMAM
1043
Picton Mahoney Asset Management
Ontario, Canada
$96K -$94.9K -600 -50%
NB
1044
NBT Bank
New York
$93.8K -$15.2K -96 -14%
TC
1045
Truvestments Capital
Florida
$92.5K -$1.11K -7 -1%
BBHC
1046
Brown Brothers Harriman & Co
New York
$86.9K
CFG
1047
CKW Financial Group
Hawaii
$86K
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.8K -$72.2K -456 -46%
MWA
1049
Medallion Wealth Advisors
Connecticut
$81.2K +$89.9K +568 New
CPG
1050
Cornerstone Planning Group
New Jersey
$79.1K +$475 +3 +0.6%

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.