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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
CCA
126
Cadent Capital Advisors
Oklahoma
$6.47M -$3.04K -31 -0.1%
BFG
127
Buttonwood Financial Group
Missouri
$6.39M -$3.62M -36,860 -39%
T
128
TNF
Montana
$6.37M +$71.3K +726 +1%
LBC
129
Lowe Brockenbrough & Co
Virginia
$6.27M
FFN
130
Focus Financial Network
Minnesota
$6.27M +$111K +1,128 +2%
HNB
131
Huntington National Bank
Ohio
$6.21M
PFG
132
PAX Financial Group
Texas
$6.19M +$143K +1,458 +3%
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$6.13M +$2.29M +23,305 +71%
RA
134
RFG Advisory
Alabama
$6.01M -$654K -6,658 -11%
CS
135
Comerica Securities
Michigan
$5.96M -$296K -3,013 -5%
SL
136
Sentinus LLC
Illinois
$5.9M +$2.06K +21 +0%
DE
137
Day & Ennis
Georgia
$5.81M +$1.88M +19,129 +56%
SCA
138
STALEY CAPITAL ADVISERS
Pennsylvania
$5.78M -$7.86K -80 -0.2%
V
139
Veritable
Delaware
$5.72M
Amundi
140
Amundi
France
$5.6M -$3.03M -30,840 -37%
AWM
141
Apollon Wealth Management
South Carolina
$5.58M +$3.67M +37,316 +267%
SIM
142
Seaview Investment Managers
Florida
$5.56M +$1.13M +11,494 +29%
Canada Pension Plan Investment Board
143
Canada Pension Plan Investment Board
Ontario, Canada
$5.44M
BCM
144
Brookstone Capital Management
Illinois
$5.35M -$482K -4,906 -9%
SCA
145
Snowden Capital Advisors
New York
$5.33M +$728K +7,412 +18%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$5.33M +$92.7K +944 +2%
HA
147
HC Advisors
Georgia
$5.28M -$1.14M -11,644 -19%
FHC
148
First Heartland Consultants
Missouri
$5.26M +$3.63M +36,929 +325%
JSAM
149
J. Safra Asset Management
New York
$5.22M
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.16M -$190K -1,937 -4%

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.