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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
151
Kelly Financial Services
Massachusetts
$8.05M +$75.5K +546 +1%
KFSC
152
Keystone Financial Services (Colorado)
Colorado
$8.05M +$151K +1,092 +2%
PAMG
153
Patton Albertson Miller Group
Tennessee
$7.99M +$1.72M +12,479 +31%
CCA
154
Cadent Capital Advisors
Oklahoma
$7.94M +$192K +1,390 +3%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$7.91M -$49.1K -355 -0.7%
Fidelity International
156
Fidelity International
Bermuda
$7.86M -$126M -910,112 -95%
PWA
157
Physician Wealth Advisors
Utah
$7.81M +$81.3K +588 +1%
FLA
158
Financial Life Advisors
Texas
$7.64M +$231K +1,675 +3%
SWC
159
Spectrum Wealth Counsel
Indiana
$7.63M -$860K -6,222 -11%
PCTC
160
Perkins Coie Trust Company
Washington
$7.61M +$506K +3,661 +8%
WWA
161
WCG Wealth Advisors
Nevada
$7.61M +$206K +1,493 +3%
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
$7.53M
Baird Financial Group
163
Baird Financial Group
Wisconsin
$7.42M -$594K -4,299 -8%
SCA
164
Snowden Capital Advisors
New York
$7.4M +$743K +5,379 +12%
OAP
165
One Advisory Partners
Kansas
$7.38M -$47.5K -344 -0.7%
LWM
166
Liberty Wealth Management
California
$7.37M +$34.2M +247,720 +420%
MIA
167
MMBG Investment Advisors
Florida
$7.36M -$1.47M -10,667 -18%
PG
168
Prostatis Group
Maryland
$7.32M +$73.7K +533 +1%
SXL
169
Summit X LLC
Missouri
$7.29M +$270K +1,955 +4%
JSAM
170
J. Safra Asset Management
New York
$7.21M
BCP
171
Berkeley Capital Partners
Georgia
$7.03M -$277K -2,001 -4%
TWM
172
TSA Wealth Management
Texas
$7.02M -$161K -1,163 -2%
CWG
173
Crown Wealth Group
North Carolina
$6.91M -$375K -2,715 -6%
EWA
174
EverSource Wealth Advisors
Alabama
$6.91M +$702K +5,077 +12%
AWM
175
Apollon Wealth Management
South Carolina
$6.87M +$366K +2,646 +6%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.