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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Merit Financial Group
Georgia
$12.2M +$361K +2,612 +3%
OWA
102
One Wealth Advisors
California
$12.1M +$233K +1,687 +2%
SFS
103
Security Financial Services
Indiana
$12M +$48.8K +353 +0.4%
AFG
104
Atomi Financial Group
New York
$11.9M +$3.11M +22,521 +40%
SB
105
Strategic Blueprint
Georgia
$11.8M +$308K +2,228 +3%
Corient Private Wealth
106
Corient Private Wealth
Florida
$11.7M +$517K +3,742 +5%
SHIM
107
Stone House Investment Management
Pennsylvania
$11.7M +$529K +3,827 +5%
GF
108
Gries Financial
Ohio
$11.6M -$626K -4,528 -6%
SPIA
109
Steward Partners Investment Advisory
New York
$11.6M -$65.9K -477 -0.6%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$11.5M -$319K -2,308 -3%
HFA
111
High Falls Advisors
New York
$11.5M -$176K -1,271 -2%
BCI
112
Brinker Capital Investments
Pennsylvania
$11.3M +$1.36M +9,843 +15%
OPS
113
Orion Portfolio Solutions
Nebraska
$11.3M +$1.36M +9,843 +15%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$11.3M -$1.24M -8,991 -11%
HA
115
HC Advisors
Georgia
$11.3M -$198K -1,434 -2%
BFG
116
Buttonwood Financial Group
Missouri
$11.2M -$180K -1,305 -2%
CCM
117
Ciovacco Capital Management
Georgia
$11.2M +$521K +3,768 +5%
SFPG
118
Stonebridge Financial Planning Group
Florida
$11.2M -$213K -1,543 -2%
PFA
119
Pettinga Financial Advisors
Indiana
$11M +$233K +1,685 +2%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$11M -$188K -1,359 -2%
SW
121
Simplicity Wealth
New Jersey
$10.8M -$1.58M -11,398 -14%
SSB
122
Sandy Spring Bank
Maryland
$10.8M -$200K -1,448 -2%
BRWA
123
B. Riley Wealth Advisors
Florida
$10.7M +$1.07M +7,765 +12%
MSAM
124
Moloney Securities Asset Management
Missouri
$10.6M +$3.51M +25,410 +56%
WWG
125
West Wealth Group
California
$10.5M +$236K +1,711 +3%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.