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iShares US Technology ETF

1,095 hedge funds and large institutions have $11.5B invested in iShares US Technology ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 424 increasing their positions, 367 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $20.4M

16% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 367

0.75% more ownership

Funds ownership: 65.07%65.82% (+0.75%)

5% less funds holding

Funds holding: 1,1471,095 (-52)

18% less funds holding in top 10

Funds holding in top 10: 4537 (-8)

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 94

31% less capital invested

Capital invested by funds: $16.6B → $11.5B (-$5.08B)

Holders
1,095
Holders Change
-52
Holders Change %
-4.53%
% of All Funds
14.68%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.5%
New
70
Increased
424
Reduced
367
Closed
94
Calls
$47.1M
Puts
$20.4M
Net Calls
+$26.7M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$8.99M -$1.64M -10,538 -13%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$8.88M +$1.89M +12,143 +24%
KWM
128
Keebeck Wealth Management
Illinois
$8.87M +$570K +3,659 +6%
SFPG
129
Stonebridge Financial Planning Group
Florida
$8.87M -$945K -6,067 -9%
MBTD
130
Mechanics Bank - Trust Department
California
$8.72M -$80.7K -518 -0.8%
TF
131
Trek Financial
Arizona
$8.64M +$4.94M +31,735 +107%
HNB
132
Huntington National Bank
Ohio
$8.52M
FF
133
Finley Financial
Nevada
$8.43M +$250K +1,605 +3%
BCI
134
Brinker Capital Investments
Pennsylvania
$8.21M -$532K -3,415 -6%
OPS
135
Orion Portfolio Solutions
Nebraska
$8.21M -$532K -3,415 -6%
MCM
136
MAI Capital Management
Ohio
$7.92M -$265K -1,700 -3%
BTI
137
Blue Trust Inc
Georgia
$7.78M +$226K +1,451 +3%
SWM
138
Spire Wealth Management
Virginia
$7.73M -$38.2K -245 -0.4%
P
139
&Partners
Tennessee
$7.67M -$663K -4,259 -7%
Cerity Partners
140
Cerity Partners
New York
$7.66M +$415K +2,664 +5%
KFS
141
Kelly Financial Services
Massachusetts
$7.64M +$250K +1,605 +3%
SIM
142
SSI Investment Management
California
$7.63M +$3.21M +20,600 +61%
JWCA
143
J.W. Cole Advisors
Florida
$7.6M -$8.99M -57,725 -52%
FLA
144
Financial Life Advisors
Texas
$7.48M +$146K +938 +2%
CWS
145
Cypress Wealth Services
California
$7.37M +$34.7K +223 +0.4%
Lido Advisors
146
Lido Advisors
California
$7.33M -$227K -1,457 -3%
CCA
147
Cadent Capital Advisors
Oklahoma
$7.31M -$92.5K -594 -1%
PCTC
148
Perkins Coie Trust Company
Washington
$7.27M +$128K +822 +2%
JWM
149
Jackson Wealth Management
Florida
$7.24M +$172K +1,105 +2%
AssetMark Inc
150
AssetMark Inc
California
$7.22M +$1.44M +9,260 +22%

IYW Hedge Fund Activity: Q1 2025 in Review

1,095 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2025, worth a combined $11.5B — down 31% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IYW and 70 opened new positions — a net loss of 24 holders — while 367 trimmed existing stakes and 424 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $84.6M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $50.9M.

  • 1,095 institutional investors held iShares US Technology ETF (IYW) as of Q1 2025, down from 1,147 in Q4 2024.
  • Funds reported $11.5B of iShares US Technology ETF stock for Q1 2025, down 31% quarter-over-quarter.
  • 70 funds opened new iShares US Technology ETF positions in Q1 2025 and 94 closed out, a net change of -24 holders.
  • The largest iShares US Technology ETF buyer in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $84.6M added.
  • The largest iShares US Technology ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2025.