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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
PAMG
101
Patton Albertson Miller Group
Tennessee
$12.7M +$2.64M +16,666 +26%
IA
102
Integrity Alliance
Iowa
$12.5M +$12.4M +78,439 New
SFS
103
Security Financial Services
Indiana
$12.4M -$505K -3,193 -4%
SB
104
Strategic Blueprint
Georgia
$12.3M -$243K -1,534 -2%
GF
105
Gries Financial
Ohio
$12.3M -$351K -2,217 -3%
SPIA
106
Steward Partners Investment Advisory
New York
$12.1M +$515K +3,257 +4%
HA
107
HC Advisors
Georgia
$12M +$210K +1,326 +2%
RPSA
108
Richard P. Slaughter Associates
Texas
$11.9M -$24.5K -155 -0.2%
BFG
109
Buttonwood Financial Group
Missouri
$11.7M -$263K -1,660 -2%
WWG
110
West Wealth Group
California
$11.6M +$336K +2,125 +3%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$11.6M +$86.2K +545 +0.8%
MWM
112
Modern Wealth Management
Kansas
$11.5M +$2.3M +14,505 +25%
SW
113
SteelPeak Wealth
California
$11.5M -$663K -4,193 -5%
PFA
114
Pettinga Financial Advisors
Indiana
$11.4M -$749K -4,731 -6%
RFA
115
Rollins Financial Advisors
New York
$11.3M -$1.19M -7,520 -10%
SSB
116
Sandy Spring Bank
Maryland
$11.2M -$198K -1,252 -2%
BCM
117
Brookstone Capital Management
Illinois
$11.1M -$639K -4,041 -6%
SFPG
118
Stonebridge Financial Planning Group
Florida
$11M -$543K -3,432 -5%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$10.7M +$720K +4,553 +7%
HFA
120
High Falls Advisors
New York
$10.4M -$634K -4,010 -6%
SA
121
Scarborough Advisors
Maryland
$10.1M -$421K -2,663 -4%
SWMP
122
Signature Wealth Management Partners
New Jersey
$10M -$25.8K -163 -0.3%
MBTD
123
Mechanics Bank - Trust Department
California
$9.98M +$8.86K +56 +0.1%
SHJ
124
Sharkey, Howes & Javer
Colorado
$9.9M -$80.7K -510 -0.8%
BCI
125
Brinker Capital Investments
Pennsylvania
$9.88M -$464K -2,934 -5%

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.