We are live on ! Find out more
IYW icon

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
SOS
201
Silver Oak Securities
Tennessee
$1.14M +$130K +1,536 +16%
FCA
202
FLC Capital Advisors
California
$1.14M -$158K -1,865 -11%
RCA
203
Riverview Capital Advisers
Massachusetts
$1.13M
VCM
204
Virtue Capital Management
Tennessee
$1.12M -$2.67M -31,527 -67%
TNAM
205
Terra Nova Asset Management
New York
$1.12M +$13.2K +156 +1%
FIA
206
Foundations Investment Advisors
Arizona
$1.12M +$1.29M +15,254 New
MCM
207
MAI Capital Management
Ohio
$1.12M +$237K +2,795 +22%
WANY
208
Wealthspire Advisors (New York)
New York
$1.11M +$598K +7,046 +88%
AC
209
Allstate Corporation
Illinois
$1.1M +$1.27M +15,026 New
RJT
210
Raymond James Trust
Florida
$1.1M +$200K +2,360 +19%
SCA
211
Snowden Capital Advisors
New York
$1.09M -$174K -2,054 -12%
IWC
212
Integrated Wealth Concepts
Massachusetts
$1.09M -$1.81M -21,397 -59%
F
213
F3Logic
Minnesota
$1.07M +$116K +1,363 +10%
FPCP
214
Fort Point Capital Partners
California
$1.07M +$17.8K +210 +1%
DT
215
Diversified Trust
Tennessee
$1.03M -$149K -1,761 -11%
MWM
216
Maripau Wealth Management
Indiana
$1.03M +$1.14M +13,451 New
NL
217
NWAM LLC
Washington
$1.02M -$321K -3,782 -21%
AI
218
Atria Investments
North Carolina
$1.02M +$1.18M +13,906 New
GRP
219
Global Retirement Partners
California
$1.01M +$664K +7,825 +145%
FWIA
220
Fort Washington Investment Advisors
Ohio
$971K -$17K -200 -1%
TFA
221
Transamerica Financial Advisors
Florida
$967K -$49.2K -580 -4%
CS
222
Credit Suisse
Switzerland
$961K +$91.3K +1,077 +9%
MHWM
223
Montz Harcus Wealth Management
Louisiana
$951K +$1.7K +20 +0.2%
WWM
224
Westwood Wealth Management
California
$950K -$8.48K -100 -0.8%
TWP
225
Tempus Wealth Planning
California
$949K +$1.53K +18 +0.1%

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.