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iShares US Technology ETF
IYW

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: 12 → 15 (+3)

0.66% less ownership

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

7% less funds holding

Funds holding: 631 → 584 (-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

Top Buyers

Rank Fund Capital Flow
1
AF
Apexium Financial
Texas
+$13.7M
2
SW
SteelPeak Wealth
California
+$8.56M
3
CI
CX Institutional
Indiana
+$8.29M
4
Bank of America
Bank of America
North Carolina
+$7.62M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$26.8M
3
LPL Financial
LPL Financial
California
-$15.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.5M
5
PAG
Private Advisor Group
New Jersey
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
126
Jaffetilchin Investment Partners
Florida
$2.06M +$254 +3 +0%
PA
127
Parallel Advisors
California
$2.06M – – –
BC
128
Bartlett & Co
Ohio
$2.05M – – –
BCWM
129
Bartlett & Co Wealth Management
Ohio
$2.05M – – –
SB
130
Strategic Blueprint
Georgia
$2.05M -$533K -6,280 -18%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$2.05M -$28.2K -332 -1%
NEGWA
132
New England Guild Wealth Advisors
Connecticut
$2.04M – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$2.02M +$300K +3,541 +15%
William Blair & Company
134
William Blair & Company
Illinois
$2.01M +$86.3K +1,018 +4%
CAGAS
135
Capital Advisory Group Advisory Services
Minnesota
$2M -$288K -3,401 -11%
NPP
136
New Potomac Partners
Maryland
$2M -$78.9K -930 -3%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$2M +$2.13M +25,149 +1,159%
CA
138
Cetera Advisors
Colorado
$2M +$76.2K +898 +3%
MA
139
Mutual Advisors
Nebraska
$1.98M -$96.3K -1,135 -4%
Citigroup
140
Citigroup
New York
$1.97M +$545K +6,424 +32%
B
141
Brightworth
Georgia
$1.95M -$25.3K -298 -1%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$1.93M +$81.3K +959 +4%
Bessemer Group
143
Bessemer Group
New Jersey
$1.92M +$102K +1,200 +5%
DIP
144
DT Investment Partners
Pennsylvania
$1.89M – – –
FCI
145
Financial Counselors Inc
Kansas
$1.88M – – –
NFC
146
Northeast Financial Consultants
Connecticut
$1.87M +$207K +2,440 +11%
WAM
147
Weinberger Asset Management
California
$1.87M – – –
T
148
TCWP
Ohio
$1.87M +$347K +4,097 +19%
AIM
149
Acropolis Investment Management
Missouri
$1.85M -$5.94K -70 -0.3%
FTUS
150
Flow Traders U.S.
New York
$1.83M +$1.83M +21,606 +656%
4 5
6
7 8

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.