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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
CAS
1051
Coppell Advisory Solutions
Texas
$78.1K +$8.07K +51 +12%
NOI
1052
Newton One Investments
Delaware
$76.2K +$75.6K +478 New
PA
1053
PSI Advisors
Florida
$73.9K +$19.5K +123 +36%
CAM
1054
Creekmur Asset Management
Illinois
$73.4K
WI
1055
Wintrust Investments
Illinois
$73K -$28.5K -180 -28%
APW
1056
Aventura Private Wealth
Florida
$72.7K +$72.2K +456 New
GJIA
1057
Glass Jacobson Investment Advisors
Maryland
$72.7K +$6.49K +41 +10%
SFC
1058
SYM Financial Corp
Indiana
$72.3K
EW
1059
Element Wealth
Mississippi
$72K +$27.7K +175 +63%
NWWA
1060
New Wave Wealth Advisors
Arkansas
$70.5K +$69.9K +442 New
AGWCA
1061
Annis Gardner Whiting Capital Advisors
Florida
$65.7K
ATC
1062
Adirondack Trust Company
New York
$64.1K
WPA
1063
West Paces Advisors
Georgia
$63.8K
CB
1064
Centennial Bank
Arkansas
$63.2K
OHWP
1065
Oak Harbor Wealth Partners
North Carolina
$62.9K
DCM
1066
Davis Capital Management
Florida
$61.9K -$6.49K -41 -10%
DF
1067
Dunhill Financial
United Kingdom
$61.6K +$39.6K +250 +184%
HPIA
1068
Hamilton Point Investment Advisors
North Carolina
$61.6K
CUAMC
1069
China Universal Asset Management Company
China
$60.6K +$60K +379 +37,900%
LOIP
1070
Live Oak Investment Partners
Texas
$60K
Loomis, Sayles & Company
1071
Loomis, Sayles & Company
Massachusetts
$59K
FNWA
1072
Financial Network Wealth Advisors
Utah
$57.6K
RIA
1073
Realta Investment Advisors
Delaware
$57.2K -$31.6K -200 -36%
VHAM
1074
Van Hulzen Asset Management
California
$55.9K +$55.5K +351 New
SWM
1075
Sugarloaf Wealth Management
Georgia
$55.8K -$1.74K -11 -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.