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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
OPS
126
Orion Portfolio Solutions
Nebraska
$9.88M -$464K -2,934 -5%
CFA
127
Cahill Financial Advisors
Minnesota
$9.87M +$531K +3,355 +6%
GWM
128
Gitterman Wealth Management
New Jersey
$9.86M -$9.97K -63 -0.1%
P
129
&Partners
Tennessee
$9.57M +$1.72M +10,840 +23%
SHIM
130
Stone House Investment Management
Pennsylvania
$9.51M -$2.18M -13,766 -19%
KWM
131
Keebeck Wealth Management
Illinois
$9.49M +$8.54K +54 +0.1%
MCM
132
MAI Capital Management
Ohio
$9.26M +$5.88M +37,156 +178%
FF
133
Finley Financial
Nevada
$9.2M +$9.09M +57,421 New
PS
134
Principal Securities
Iowa
$9.01M +$1.51M +9,527 +20%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$8.87M
SWM
136
Spire Wealth Management
Virginia
$8.82M +$16.3K +103 +0.2%
HNB
137
Huntington National Bank
Ohio
$8.78M
Comerica Bank
138
Comerica Bank
Texas
$8.74M -$105K -664 -1%
SW
139
Signify Wealth
Missouri
$8.67M +$454K +2,870 +6%
BTI
140
Blue Trust Inc
Georgia
$8.61M -$2.19M -13,847 -20%
Lido Advisors
141
Lido Advisors
California
$8.56M -$614K -3,882 -7%
CIA
142
Concurrent Investment Advisors
Florida
$8.54M -$794K -5,018 -9%
KFS
143
Kelly Financial Services
Massachusetts
$8.42M -$53.2K -336 -0.6%
CCA
144
Cadent Capital Advisors
Oklahoma
$8.4M +$47.2K +298 +0.6%
PG
145
Prostatis Group
Maryland
$8.34M -$232K -1,468 -3%
FLA
146
Financial Life Advisors
Texas
$8.34M -$15K -95 -0.2%
CWS
147
Cypress Wealth Services
California
$8.34M -$147K -931 -2%
BFG
148
Bleakley Financial Group
New Jersey
$8.33M -$66.1K -418 -0.8%
Cerity Partners
149
Cerity Partners
New York
$8.27M +$3.2M +20,229 +64%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$8.15M -$32.4K -205 -0.4%

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.