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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Strategic Blueprint
Georgia
$4.49M -$319K -3,125 -7%
CWM
102
Concentric Wealth Management
California
$4.4M -$11.2K -110 -0.3%
CCA
103
Cottonwood Capital Advisors
Utah
$4.34M +$656K +6,420 +18%
SPIA
104
Steward Partners Investment Advisory
New York
$4.19M -$1.17M -11,490 -22%
AW
105
ACG Wealth
Georgia
$4.16M -$257K -2,518 -6%
CCFM
106
Clear Creek Financial Management
Washington
$4.1M +$898K +8,793 +28%
CIC
107
Carnegie Investment Counsel
Ohio
$4.07M -$379K -3,710 -9%
PPW
108
Pinnacle Private Wealth
Massachusetts
$4M +$178K +1,743 +5%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$4M +$736K +7,205 +23%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$3.95M -$143K -1,401 -4%
SAM
111
Smithbridge Asset Management
Pennsylvania
$3.89M -$581K -5,693 -13%
US Bancorp
112
US Bancorp
Minnesota
$3.87M -$23.6K -231 -0.6%
C
113
Certuity
Florida
$3.77M +$421K +4,128 +13%
PWW
114
Pettyjohn Wood & White
Virginia
$3.73M -$214K -2,098 -5%
MBT
115
Montecito Bank & Trust
California
$3.65M -$447K -4,375 -11%
HGWM
116
Horst & Graben Wealth Management
Oregon
$3.63M -$717K -7,022 -17%
OWA
117
One Wealth Advisors
California
$3.63M -$32.7K -320 -0.9%
Northern Trust
118
Northern Trust
Illinois
$3.6M -$34.7K -340 -1%
GM
119
GeoWealth Management
Illinois
$3.48M +$1.23M +12,001 +55%
MA
120
Mutual Advisors
Nebraska
$3.48M -$36.9K -361 -1%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$3.45M +$280K +2,747 +11%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$3.44M +$313K +3,070 +10%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$357K +3,493 +12%
AWS
124
Atria Wealth Solutions
New York
$3.4M +$3.37M +32,976 New
VCM
125
Virtue Capital Management
Tennessee
$3.35M -$1.35M -13,193 -29%

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.