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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthShield Partners
North Carolina
$4.23M +$71.8K +731 +2%
CWM
177
Concentric Wealth Management
California
$4.18M -$111K -1,130 -3%
BBVA
178
Banco Bilbao Vizcaya Argentaria
Spain
$4.11M -$54K -550 -1%
PIA
179
Perennial Investment Advisors
California
$4.08M +$506K +5,153 +16%
C
180
Certuity
Florida
$4.02M +$1.77K +18 +0%
BHWM
181
Bay Harbor Wealth Management
Maryland
$4.02M -$15.1K -154 -0.4%
FFA
182
Farther Finance Advisors
California
$4M +$864K +8,793 +31%
SWM
183
Spire Wealth Management
Virginia
$3.95M +$214K +2,177 +6%
WCM
184
WealthBridge Capital Management
Ohio
$3.94M -$161K -1,639 -4%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$3.94M +$56.3K +573 +2%
FMP
186
Financial Management Professionals
Texas
$3.91M +$3.52M +35,890 New
FLA
187
Financial Life Advisors
Texas
$3.88M +$565K +5,751 +19%
CIC
188
Carnegie Investment Counsel
Ohio
$3.85M -$4.62K -47 -0.1%
PWW
189
Pettyjohn Wood & White
Virginia
$3.77M -$27.8K -283 -0.8%
SWP
190
ShoreHaven Wealth Partners
New Jersey
$3.74M +$42.4K +432 +1%
M&T Bank
191
M&T Bank
New York
$3.73M -$53K -540 -2%
MBT
192
Montecito Bank & Trust
California
$3.7M -$38.4K -391 -1%
CWG
193
Crown Wealth Group
North Carolina
$3.58M +$975K +9,924 +43%
FAM
194
Forte Asset Management
New York
$3.57M -$371K -3,778 -10%
SWM
195
SigFig Wealth Management
California
$3.5M +$118K +1,201 +4%
CCFM
196
Clear Creek Financial Management
Washington
$3.43M +$435K +4,429 +16%
DWM
197
Darwin Wealth Management
Florida
$3.39M -$10.5K -107 -0.3%
IF
198
Intrua Financial
Texas
$3.36M +$8.74K +89 +0.3%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$3.34M -$38.1K -388 -1%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$3.33M -$2.05M -20,917 -41%

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.