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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
EWP
1126
Elevation Wealth Partners
California
$7.18K +$7.12K +45 New
CFO
1127
Colony Family Offices
North Carolina
$7.02K +$6.96K +44 New
GWS
1128
Glassman Wealth Services
Virginia
$6.7K +$6.65K +42 New
RF
1129
Roxbury Financial
New Jersey
$6.4K +$6.33K +40 New
CTB
1130
Country Trust Bank
Illinois
$6.06K
PSFG
1131
Park Square Financial Group
Georgia
$5.42K +$5.38K +34 New
PIS
1132
POM Investment Strategies
North Carolina
$4.95K -$4.11K -26 -46%
LC
1133
Lindbrook Capital
California
$4.31K -$17.7K -112 -81%
DRP
1134
Decker Retirement Planning
Utah
$3.35K +$3.32K +21 New
DJSG
1135
D.J. St. Germain
Massachusetts
$3.03K
HBW
1136
Hazlett, Burt & Watson
West Virginia
$3K
MBFW
1137
Morton Brown Family Wealth
Pennsylvania
$2.87K
MA
1138
Modus Advisors
Minnesota
$2.55K +$2.53K +16 New
PWMG
1139
Private Wealth Management Group
New Jersey
$2.4K +$949 +6 +67%
AWM
1140
AllSquare Wealth Management
New York
$1.59K
ITIM
1141
Indiana Trust & Investment Management
Indiana
$1.44K
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$1.3K
AIM
1143
Arcadia Investment Management
Michigan
$1.28K
BWL
1144
Bogart Wealth LLC
Virginia
$1.28K
NS
1145
NBC Securities
Alabama
$1.19K -$1.15M -7,279 -100%
OC
1146
Oakworth Capital
Alabama
$1.12K
DFA
1147
DHJJ Financial Advisors
Illinois
$639
GEA
1148
Glen Eagle Advisors
New Jersey
$638
AWM
1149
Abound Wealth Management
Tennessee
$479 +$475 +3 New
Prudential Financial
1150
Prudential Financial
New Jersey
-$39.6M -261,047 Closed

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.