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iShares US Technology ETF

689 hedge funds and large institutions have $3.93B invested in iShares US Technology ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 267 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $546K

4.81% more ownership

Funds ownership: 45.3%50.11% (+4.8%)

6% less funds holding

Funds holding: 734689 (-45)

14% less capital invested

Capital invested by funds: $4.54B → $3.93B (-$615M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

36% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 267

44% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 86

Holders
689
Holders Change
-45
Holders Change %
-6.13%
% of All Funds
10.87%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
48
Increased
171
Reduced
267
Closed
86
Calls
$22.5M
Puts
$546K
Net Calls
+$22M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACGDR
176
Atmos Capital Gestao de Recursos
Brazil
$2.08M
CSIC
177
Clifford Swan Investment Counsel
California
$2.07M
AHC
178
Adell Harriman & Carpenter
Texas
$2.04M -$10.2K -100 -0.5%
FUBT
179
First United Bank & Trust
Maryland
$2.04M -$218K -2,135 -10%
PA
180
Pinnacle Associates
New York
$2.02M -$161K -1,580 -7%
SPC
181
Sigma Planning Corp
Michigan
$2.02M +$45.4K +445 +2%
MOS
182
MGO One Seven
Ohio
$2.01M +$231K +2,266 +13%
VWA
183
Visionary Wealth Advisors
Illinois
$1.99M -$149K -1,458 -7%
CA
184
CoreCap Advisors
Michigan
$1.95M -$1.06M -10,340 -35%
MW
185
Marcum Wealth
Ohio
$1.93M -$4.39K -43 -0.2%
MGIA
186
Matthew Goff Investment Advisor
Texas
$1.92M -$9.8K -96 -0.5%
AllianceBernstein
187
AllianceBernstein
Tennessee
$1.88M +$385K +3,767 +26%
IA
188
IFG Advisory
Georgia
$1.83M -$19.3K -189 -1%
AF
189
Advisornet Financial
Minnesota
$1.78M -$503K -4,923 -22%
SCA
190
Snowden Capital Advisors
New York
$1.77M -$150K -1,471 -8%
DSC
191
Duncker Streett & Co
Missouri
$1.75M -$208K -2,040 -11%
TA
192
TrueWealth Advisors
Alabama
$1.75M
AF
193
Apexium Financial
Texas
$1.71M -$22.1K -216 -1%
CWM
194
Curi Wealth Management
North Carolina
$1.7M +$172K +1,684 +11%
SYBT
195
Stock Yards Bank & Trust
Kentucky
$1.67M -$61.3K -600 -4%
Comerica Bank
196
Comerica Bank
Texas
$1.66M +$192K +1,879 +12%
DT
197
Diversified Trust
Tennessee
$1.63M
APW
198
Aurora Private Wealth
New Jersey
$1.63M +$986K +9,659 +158%
REMPR
199
Roof Eidam Maycock Peralta (REMP)
California
$1.62M
AAS
200
Avantax Advisory Services
Texas
$1.62M -$4.39K -43 -0.3%

IYW Hedge Fund Activity: Q1 2022 in Review

689 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2022, worth a combined $3.93B — down 14% from $4.54B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IYW and 48 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 171 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $408M. The largest seller was Wells Fargo, cutting an estimated $42.2M.

  • 689 institutional investors held iShares US Technology ETF (IYW) as of Q1 2022, down from 734 in Q4 2021.
  • Funds reported $3.93B of iShares US Technology ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q1 2022 and 86 closed out, a net change of -38 holders.
  • The largest iShares US Technology ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $408M added.
  • The largest iShares US Technology ETF seller in Q1 2022 was Wells Fargo, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.