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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
CSWG
151
Cardinal Strategic Wealth Guidance
Kentucky
$5.15M -$30.8K -314 -0.7%
JIC
152
Johnson Investment Counsel
Ohio
$4.99M -$160K -1,624 -3%
RIA
153
Regal Investment Advisors
Michigan
$4.98M +$50K +509 +1%
KWM
154
KFG Wealth Management
Indiana
$4.98M +$4.49M +45,706 New
Baird Financial Group
155
Baird Financial Group
Wisconsin
$4.94M +$876K +8,917 +24%
CCA
156
Cottonwood Capital Advisors
Utah
$4.93M -$136K -1,385 -3%
AR
157
Apeiron RIA
Texas
$4.9M -$7.96K -81 -0.2%
CFD
158
Creative Financial Designs
Indiana
$4.88M +$3.69M +37,595 +519%
FTS
159
Fifth Third Securities
Ohio
$4.88M -$39.5K -402 -0.9%
CL
160
Choreo LLC
Illinois
$4.82M +$73.1K +744 +2%
Legacy Financial Group (Iowa)
161
Legacy Financial Group (Iowa)
Iowa
$4.81M +$1.45M +14,746 +50%
AF
162
Allworth Financial
California
$4.81M -$2.45M -24,939 -36%
PPWM
163
PFG Private Wealth Management
Florida
$4.79M +$44.2K +450 +1%
PI
164
PFG Investments
New York
$4.78M +$1.11M +11,258 +35%
MA
165
Mutual Advisors
Nebraska
$4.75M +$83.5K +850 +2%
PAI
166
Pittenger & Anderson Inc
Nebraska
$4.7M
SB
167
Simmons Bank
Arkansas
$4.66M -$20.9K -213 -0.5%
Northern Trust
168
Northern Trust
Illinois
$4.64M +$690K +7,030 +20%
SL
169
SWMG LLC
Texas
$4.5M +$171K +1,740 +4%
SC
170
Scotia Capital
Ontario, Canada
$4.44M -$880K -8,957 -18%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$4.43M +$4M +40,706 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$4.42M +$444K +4,516 +13%
MFA
173
Mayflower Financial Advisors
Massachusetts
$4.33M -$622K -6,328 -14%
CAG
174
Csenge Advisory Group
Florida
$4.29M -$1.19M -12,152 -24%
TPWA
175
TRUE Private Wealth Advisors
Oregon
$4.28M +$2.49M +25,398 +183%

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.