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iShares US Technology ETF

584 hedge funds and large institutions have $2.4B invested in iShares US Technology ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $2.58M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

0.66% less ownership

Funds ownership: 45.02%44.36% (-0.66%)

7% less funds holding

Funds holding: 631584 (-47)

9% less capital invested

Capital invested by funds: $2.65B → $2.4B (-$244M)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

56% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 72

Holders
584
Holders Change
-47
Holders Change %
-7.45%
% of All Funds
10.06%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
32
Increased
167
Reduced
193
Closed
72
Calls
$7.99M
Puts
$2.58M
Net Calls
+$5.41M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$594K -7,010 -27%
CWM
177
Curi Wealth Management
North Carolina
$1.4M -$9.67K -114 -0.6%
HTC
178
Haverford Trust Company
Pennsylvania
$1.39M +$571K +6,730 +55%
PA
179
Pinnacle Associates
New York
$1.39M
CA
180
CoreCap Advisors
Michigan
$1.38M -$110K -1,301 -6%
PFS
181
Prospera Financial Services
Texas
$1.37M +$25.4K +299 +2%
MGIA
182
Matthew Goff Investment Advisor
Texas
$1.34M -$27.5K -324 -2%
AIC
183
Ayalon Insurance Company
Israel
$1.34M +$105K +1,238 +7%
SFS
184
Security Financial Services
Indiana
$1.32M -$1.17M -13,792 -43%
FHB
185
First Hawaiian Bank
Hawaii
$1.31M -$2.23M -26,278 -60%
AA
186
AlphaMark Advisors
Kentucky
$1.31M +$34.8K +410 +2%
LFP
187
Leeward Financial Partners
Washington
$1.3M -$105K -1,243 -7%
HI
188
Harbour Investments
Wisconsin
$1.28M
APW
189
Aurora Private Wealth
New Jersey
$1.26M -$120K -1,416 -8%
IAIM
190
International Assets Investment Management
Florida
$1.25M +$329K +3,880 +29%
SYBT
191
Stock Yards Bank & Trust
Kentucky
$1.21M
DSC
192
Duncker Streett & Co
Missouri
$1.2M
GT
193
Glenview Trust
Kentucky
$1.19M +$443K +5,222 +48%
SAM
194
Smithbridge Asset Management
Pennsylvania
$1.19M -$96.5K -1,138 -7%
Cerity Partners
195
Cerity Partners
New York
$1.18M +$54.9K +647 +4%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$242K +2,855 +22%
LPT
197
Legacy Private Trust
Wisconsin
$1.17M +$38.1K +449 +3%
Brown Advisory
198
Brown Advisory
Maryland
$1.17M +$170K +2,000 +14%
Comerica Bank
199
Comerica Bank
Texas
$1.16M -$50.5K -596 -4%
REMPR
200
Roof Eidam Maycock Peralta (REMP)
California
$1.16M

IYW Hedge Fund Activity: Q3 2022 in Review

584 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2022, worth a combined $2.4B — down 9.2% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IYW and 32 opened new positions — a net loss of 40 holders — while 193 trimmed existing stakes and 167 added.

The largest buyer was Apexium Financial, adding an estimated $13.7M. The largest seller was Bank of Montreal, cutting an estimated $69.6M.

  • 584 institutional investors held iShares US Technology ETF (IYW) as of Q3 2022, down from 631 in Q2 2022.
  • Funds reported $2.4B of iShares US Technology ETF stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new iShares US Technology ETF positions in Q3 2022 and 72 closed out, a net change of -40 holders.
  • The largest iShares US Technology ETF buyer in Q3 2022 was Apexium Financial, an estimated $13.7M added.
  • The largest iShares US Technology ETF seller in Q3 2022 was Bank of Montreal, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2022.