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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
101
Summit X LLC
Missouri
$8.7M -$173K -1,759 -2%
FHA
102
First Horizon Advisors
Tennessee
$8.6M +$4.98M +50,660 +179%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$8.6M -$134K -1,368 -2%
BFG
104
Bleakley Financial Group
New Jersey
$8.51M -$490K -4,991 -6%
I
105
INVST
Indiana
$8.37M +$1.05M +10,710 +16%
KFSC
106
Keystone Financial Services (Colorado)
Colorado
$8.21M -$4.03K -41 -0.1%
SSB
107
Sandy Spring Bank
Maryland
$8.14M -$310K -3,152 -4%
LWM
108
Liberty Wealth Management
California
$7.77M +$124K +1,259 +2%
Lido Advisors
109
Lido Advisors
California
$7.64M +$143K +1,455 +2%
SHIM
110
Stone House Investment Management
Pennsylvania
$7.54M +$332K +3,385 +5%
KFS
111
Kelly Financial Services
Massachusetts
$7.52M -$353K -3,599 -5%
BCP
112
Berkeley Capital Partners
Georgia
$7.46M -$78K -794 -1%
SWMP
113
Signature Wealth Management Partners
New Jersey
$7.45M -$474K -4,829 -7%
WA
114
Wealth Alliance
New York
$7.4M +$98K +998 +1%
OAP
115
One Advisory Partners
Kansas
$7.32M +$102K +1,043 +2%
RF
116
Rollins Financial
Georgia
$7.3M +$205K +2,090 +3%
CSPAM
117
Cary Street Partners Asset Management
Virginia
$7.07M -$41.5K -423 -0.6%
EL
118
Essex LLC
Illinois
$6.83M -$292K -2,974 -5%
Two Sigma Investments
119
Two Sigma Investments
New York
$6.76M +$6.1M +62,100 New
MIA
120
MMBG Investment Advisors
Florida
$6.69M
CFGS
121
Concourse Financial Group Securities
Alabama
$6.68M +$5.5K +56 +0.1%
PWA
122
Physician Wealth Advisors
Utah
$6.65M +$52.1K +530 +0.9%
CWS
123
Cypress Wealth Services
California
$6.58M +$992K +10,105 +21%
KWM
124
Keebeck Wealth Management
Illinois
$6.55M +$1.72M +17,544 +41%
Corient Private Wealth
125
Corient Private Wealth
Florida
$6.47M -$1.02M -10,430 -15%

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.