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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
I
151
INVST
Indiana
$8.14M -$169K -1,069 -2%
PCTC
152
Perkins Coie Trust Company
Washington
$8.12M -$46.8K -296 -0.6%
JWM
153
Jackson Wealth Management
Florida
$8.04M +$1.32M +8,367 +20%
WWA
154
WCG Wealth Advisors
Nevada
$8.01M -$169K -1,070 -2%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$7.98M
JIC
156
Johnson Investment Counsel
Ohio
$7.81M +$731K +4,618 +10%
WA
157
Wealth Alliance
New York
$7.81M -$267K -1,685 -3%
EWA
158
EverSource Wealth Advisors
Alabama
$7.76M +$554K +3,503 +8%
PCIA
159
Prime Capital Investment Advisors
Kansas
$7.72M +$607K +3,835 +9%
JSAM
160
J. Safra Asset Management
New York
$7.71M
CSP
161
Cary Street Partners
Virginia
$7.62M +$7.56M +47,763 New
C
162
Certuity
Florida
$7.61M +$1.69M +10,707 +29%
FTS
163
Fifth Third Securities
Ohio
$7.59M +$516K +3,262 +7%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$7.52M -$1.19M -7,521 -14%
OAP
165
One Advisory Partners
Kansas
$7.51M -$382K -2,416 -5%
SWC
166
Spectrum Wealth Counsel
Indiana
$7.48M -$581K -3,669 -7%
LWM
167
Liberty Wealth Management
California
$7.42M -$478K -3,020 -6%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$7.38M +$6.74M +42,620 +1,170%
KFSC
169
Keystone Financial Services (Colorado)
Colorado
$7.3M +$75K +474 +1%
SC
170
Scotia Capital
Ontario, Canada
$7.3M +$180K +1,136 +3%
PWA
171
Physician Wealth Advisors
Utah
$7.29M -$325K -2,057 -4%
Northern Trust
172
Northern Trust
Illinois
$7.25M -$113K -711 -2%
AG
173
Ascent Group
Virginia
$7.21M -$7.44K -47 -0.1%
CCA
174
Cottonwood Capital Advisors
Utah
$7.19M +$14.1K +89 +0.2%
KV
175
Kickstand Ventures
New York
$7.15M -$304K -1,920 -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.