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iShares US Technology ETF

584 hedge funds and large institutions have $2.4B invested in iShares US Technology ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $2.58M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

0.66% less ownership

Funds ownership: 45.02%44.36% (-0.66%)

7% less funds holding

Funds holding: 631584 (-47)

9% less capital invested

Capital invested by funds: $2.65B → $2.4B (-$244M)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

56% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 72

Holders
584
Holders Change
-47
Holders Change %
-7.45%
% of All Funds
10.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
32
Increased
167
Reduced
193
Closed
72
Calls
$7.99M
Puts
$2.58M
Net Calls
+$5.41M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$2.81M +$53.9K +636 +2%
SPIA
102
Steward Partners Investment Advisory
New York
$2.8M +$394K +4,649 +14%
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$2.7M +$337K +3,975 +12%
SIM
104
Seaview Investment Managers
Florida
$2.69M +$449K +5,290 +17%
CIC
105
Carnegie Investment Counsel
Ohio
$2.69M -$239K -2,824 -7%
C
106
Certuity
Florida
$2.67M -$12.2K -144 -0.4%
MBT
107
Montecito Bank & Trust
California
$2.64M +$51.5K +607 +2%
PWW
108
Pettyjohn Wood & White
Virginia
$2.62M -$27.6K -325 -0.9%
M&T Bank
109
M&T Bank
New York
$2.55M +$298K +3,513 +11%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$2.48M -$301K -3,552 -10%
OAM
111
Occidental Asset Management
California
$2.42M +$763K +8,999 +38%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.4M -$510K -6,010 -16%
AAS
113
Ameritas Advisory Services
Nebraska
$2.39M +$7.12K +84 +0.3%
CCFM
114
Clear Creek Financial Management
Washington
$2.38M -$680K -8,013 -20%
AWS
115
Atria Wealth Solutions
New York
$2.31M -$284K -3,351 -10%
BAM
116
Belpointe Asset Management
Nevada
$2.29M +$198K +2,338 +8%
US Bancorp
117
US Bancorp
Minnesota
$2.25M -$586K -6,906 -18%
DTIM
118
Danda Trouve Investment Management
Kansas
$2.25M -$16.8K -198 -0.6%
CCB
119
Country Club Bank
Missouri
$2.24M -$933 -11 -0%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$2.21M -$751K -8,855 -23%
WA
121
WBH Advisory
Maryland
$2.15M -$95.7K -1,128 -4%
EGWAG
122
Elwood & Goetz Wealth Advisory Group
Georgia
$2.15M +$218K +2,570 +10%
CCA
123
Conservest Capital Advisors
Pennsylvania
$2.1M -$2.4M -28,244 Closed
TWC
124
TD Waterhouse Canada
Ontario, Canada
$2.08M -$45.8K -540 -2%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$2.07M +$2.05M +24,229 +606%

IYW Hedge Fund Activity: Q3 2022 in Review

584 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2022, worth a combined $2.4B — down 9.2% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYW and 32 opened new positions — a net loss of 40 holders — while 193 trimmed existing stakes and 167 added.

The largest buyer was Apexium Financial, adding an estimated $13.7M. The largest seller was Bank of Montreal, cutting an estimated $69.6M.

  • 584 institutional investors held iShares US Technology ETF (IYW) as of Q3 2022, down from 631 in Q2 2022.
  • Funds reported $2.4B of iShares US Technology ETF stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new iShares US Technology ETF positions in Q3 2022 and 72 closed out, a net change of -40 holders.
  • The largest iShares US Technology ETF buyer in Q3 2022 was Apexium Financial, an estimated $13.7M added.
  • The largest iShares US Technology ETF seller in Q3 2022 was Bank of Montreal, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2022.