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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
WF
201
Williams Financial
Vermont
$3.33M +$115K +1,170 +4%
LWM
202
Laidlaw Wealth Management
New York
$3.32M -$106K -1,079 -3%
EL
203
EQ LLC
Washington
$3.31M +$107K +1,093 +4%
OP
204
ORG Partners
Indiana
$3.3M +$13.3K +135 +0.4%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$3.26M -$89.7K -913 -3%
FWCM
206
Ferguson Wellman Capital Management
Oregon
$3.25M -$46.2K -470 -2%
IA
207
IFG Advisory
Georgia
$3.23M +$222K +2,263 +8%
US Bancorp
208
US Bancorp
Minnesota
$3.15M +$96.2K +979 +4%
HI
209
Harbour Investments
Wisconsin
$3.06M -$46.3K -471 -2%
WWA
210
WCG Wealth Advisors
Nevada
$3.05M +$2.75M +28,033 New
WA
211
WBH Advisory
Maryland
$3.05M -$126K -1,284 -4%
JIP
212
Jaffetilchin Investment Partners
Florida
$3.05M +$98 +1 +0%
FWP
213
Firethorn Wealth Partners
Georgia
$3.04M -$66.3K -675 -2%
SFS
214
Sowell Financial Services
Arkansas
$3.04M +$1.9M +19,364 +226%
BWM
215
Baystate Wealth Management
Massachusetts
$3.04M +$195K +1,989 +8%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$3.02M -$15.9K -162 -0.6%
BC
217
Bartlett & Co
Ohio
$3.02M -$15.9K -162 -0.6%
WAS
218
Wealth Advisory Solutions
Indiana
$3.02M
Jane Street
219
Jane Street
New York
$3.01M +$82.1K +836 +3%
SPC
220
Sigma Planning Corp
Michigan
$2.97M +$182K +1,856 +7%
MYIA
221
Mount Yale Investment Advisors
Colorado
$2.97M +$79.9K +814 +3%
PA
222
Parallel Advisors
California
$2.97M -$13.2K -134 -0.5%
CCB
223
Country Club Bank
Missouri
$2.94M +$98 +1 +0%
DIP
224
DT Investment Partners
Pennsylvania
$2.93M
SPAS
225
Spectrum Planning & Advisory Services
California
$2.88M +$35.6K +362 +1%

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.