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iShares US Technology ETF
IYW

759 hedge funds and large institutions have $6.94B invested in iShares US Technology ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 282 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 41

116% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.1M

52% more funds holding in top 10

Funds holding in top 10: 21 → 32 (+11)

39% more capital invested

Capital invested by funds: $5B → $6.94B (+$1.94B)

38% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 204

8% more funds holding

Funds holding: 701 → 759 (+58)

5.09% more ownership

Funds ownership: 61.04% → 66.13% (+5.1%)

Holders
759
Holders Change
+58
Holders Change %
+8.27%
% of All Funds
12.1%
Holding in Top 10
32
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+52.38%
% of All Funds
0.51%
New
117
Increased
282
Reduced
204
Closed
41
Calls
$8.86M
Puts
$4.1M
Net Calls
+$4.76M
Net Calls Change
+$221K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
LPL Financial
LPL Financial
California
+$76.4M
3
BlackRock
BlackRock
New York
+$66.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$45.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$16.2M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
RIG
RiverFront Investment Group
Virginia
-$13M
4
RJA
Raymond James & Associates
Florida
-$12.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
176
M&T Bank
New York
$3.23M – – –
MBT
177
Montecito Bank & Trust
California
$3.19M -$92.1K -1,098 -3%
DE
178
Day & Ennis
Georgia
$3.18M +$828K +9,870 +41%
SWM
179
Spire Wealth Management
Virginia
$3.17M +$1.39M +16,603 +95%
SWP
180
ShoreHaven Wealth Partners
New Jersey
$3.15M +$710K +8,465 +33%
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$3.06M -$597K -7,118 -18%
PI
182
PFG Investments
New York
$3.03M +$2.74M +32,617 New
PIA
183
Perennial Investment Advisors
California
$3M +$1.17M +13,888 +75%
HPM
184
Hoxton Planning & Management
West Virginia
$2.98M +$342K +4,073 +15%
LWM
185
Laidlaw Wealth Management
New York
$2.93M +$22.7K +271 +0.9%
SWM
186
SigFig Wealth Management
California
$2.91M +$833K +9,922 +46%
DWM
187
Darwin Wealth Management
Florida
$2.9M -$564K -6,718 -18%
IF
188
Intrua Financial
Texas
$2.9M -$488K -5,813 -16%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$2.89M -$182K -2,166 -7%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$2.87M -$61.2K -729 -2%
NL
191
NWAM LLC
Washington
$2.83M -$254K -3,030 -9%
FWCM
192
Ferguson Wellman Capital Management
Oregon
$2.81M +$91.5K +1,090 +4%
OP
193
ORG Partners
Indiana
$2.8M +$2.54M +30,223 New
FLA
194
Financial Life Advisors
Texas
$2.78M +$2.51M +29,929 New
Legacy Financial Group (Iowa)
195
Legacy Financial Group (Iowa)
Iowa
$2.73M +$1.27M +15,125 +106%
WF
196
Williams Financial
Vermont
$2.73M +$2.47M +29,425 New
EL
197
EQ LLC
Washington
$2.72M +$877K +10,453 +55%
WA
198
WBH Advisory
Maryland
$2.72M +$2.46M +29,311 New
MHS
199
M Holdings Securities
Oregon
$2.71M -$4.62K -55 -0.2%
P
200
Pariax
California
$2.7M -$4.62M -55,050 -65%
6 7
8
9 10

IYW Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2023, worth a combined $6.94B — up 39% from $5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IYW positions and 41 closed out — a net gain of 76 holders — while 282 added to existing stakes and 204 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $360M. The largest seller was Bank of America, cutting an estimated $16.2M.

  • 759 institutional investors held iShares US Technology ETF (IYW) as of Q1 2023, up from 701 in Q4 2022.
  • Funds reported $6.94B of iShares US Technology ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 117 funds opened new iShares US Technology ETF positions in Q1 2023 and 41 closed out, a net change of +76 holders.
  • The largest iShares US Technology ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $360M added.
  • The largest iShares US Technology ETF seller in Q1 2023 was Bank of America, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2023.