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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
BRWA
201
B. Riley Wealth Advisors
Florida
$1.6M -$28.3K -277 -2%
LPT
202
Legacy Private Trust
Wisconsin
$1.58M -$89.6K -878 -5%
TNAM
203
Terra Nova Asset Management
New York
$1.56M +$49.5K +485 +3%
HWM
204
HB Wealth Management
Georgia
$1.5M +$156K +1,530 +12%
OWA
205
Outlook Wealth Advisors
Texas
$1.48M +$6.23K +61 +0.4%
SMG
206
Spectrum Management Group
Indiana
$1.48M +$54.3K +532 +4%
GWM
207
Geneos Wealth Management
Colorado
$1.48M -$577K -5,648 -28%
CF
208
Centaurus Financial
California
$1.46M -$830K -8,132 -37%
FPCP
209
Fort Point Capital Partners
California
$1.44M +$36.8K +360 +3%
Brown Advisory
210
Brown Advisory
Maryland
$1.44M -$53.4K -523 -4%
CWA
211
Clearview Wealth Advisors
Oregon
$1.44M -$177K -1,735 -11%
IAIM
212
International Assets Investment Management
Florida
$1.4M +$52.9K +518 +4%
EWA
213
EP Wealth Advisors
California
$1.4M -$3.43M -33,615 -71%
WP
214
WealthSource Partners
California
$1.39M +$437K +4,281 +46%
FWIA
215
Fort Washington Investment Advisors
Ohio
$1.38M -$143K -1,400 -9%
RJT
216
Raymond James Trust
Florida
$1.38M -$56.4K -552 -4%
OAM
217
Occidental Asset Management
California
$1.38M -$128K -1,250 -9%
APA
218
American Portfolios Advisors
New York
$1.37M -$1.8M -17,621 -57%
CAM
219
Carret Asset Management
New York
$1.37M +$3.57K +35 +0.3%
NL
220
NWAM LLC
Washington
$1.36M -$9.5K -93 -0.7%
FTUS
221
Flow Traders U.S.
New York
$1.36M +$113K +1,108 +9%
KCA
222
Karn Couzens & Associates
Connecticut
$1.36M -$200K -1,960 -13%
MHWM
223
Montz Harcus Wealth Management
Louisiana
$1.33M +$511 +5 +0%
TWP
224
Tempus Wealth Planning
California
$1.33M -$397K -3,893 -23%
AI
225
Atria Investments
North Carolina
$1.33M +$210K +2,054 +19%

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.