We are live on ! Find out more
IYW icon

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
CHC
1101
City Holding Co
West Virginia
$23.9K
MHR
1102
Matthew Hamilton Rosenberg
$20.4K +$5.22K +33 +35%
EWM
1103
EPG Wealth Management
Georgia
$20.1K
IRC
1104
Investors Research Corp
Georgia
$19.6K -$13K -82 -40%
JGCM
1105
Joseph Group Capital Management
Ohio
$16.9K
MAM
1106
Morse Asset Management
Connecticut
$16K
BCMLT
1107
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K -$1.42K -9 -9%
ANBT
1108
American National Bank & Trust
Texas
$14.7K
AIA
1109
Armor Investment Advisors
North Carolina
$14.7K
MA
1110
MCF Advisors
Kentucky
$14.5K -$5.38K -34 -27%
AFG
1111
Albion Financial Group
Utah
$13.9K
EWM
1112
Evermay Wealth Management
Virginia
$13.6K
TIM
1113
Thompson Investment Management
Wisconsin
$13.1K -$2.37K -15 -15%
BAM
1114
Bellevue Asset Management
Washington
$13.1K +$10.6K +67 +447%
CP
1115
Castleview Partners
Texas
$11.8K
SGC
1116
Slocum, Gordon & Co
Rhode Island
$10.8K
GWM
1117
Grand Wealth Management
Michigan
$10.7K
CMA
1118
Cedar Mountain Advisors
Oregon
$10.7K +$10.6K +67 New
CAM
1119
Chesapeake Asset Management
New York
$10.5K
VanEck Associates
1120
VanEck Associates
New York
$10K +$5.06K +32 +100%
AIC
1121
Archer Investment Corporation
Indiana
$8.94K +$1.58K +10 +22%
HCM
1122
Hollencrest Capital Management
California
$8.31K
MAS
1123
MPWM Advisory Solutions
Georgia
$8.29K +$8.23K +52 New
ST
1124
Smithfield Trust
Pennsylvania
$8K
EPW
1125
Evergreen Private Wealth
Colorado
$7.24K

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.