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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Mutual Advisors
Nebraska
$5.63M +$130K +939 +2%
EAM
202
Empirical Asset Management
Massachusetts
$5.58M +$544K +3,934 +12%
C
203
Certuity
Florida
$5.57M +$1.8K +13 +0%
CFA
204
Cahill Financial Advisors
Minnesota
$5.53M +$1.57M +11,342 +45%
SPC
205
Sigma Planning Corp
Michigan
$5.48M -$78.2K -566 -2%
AI
206
AdvisorShares Investments
Maryland
$5.44M -$45.2K -327 -0.9%
WCM
207
WealthBridge Capital Management
Ohio
$5.43M -$31.4K -227 -0.6%
BFG
208
Beacon Financial Group
Texas
$5.4M +$1.16M +8,367 +30%
KW
209
KWB Wealth
California
$5.37M -$79.5K -575 -1%
CWM
210
Concentric Wealth Management
California
$5.35M -$6.22K -45 -0.1%
CCFM
211
Clear Creek Financial Management
Washington
$5.34M +$370K +2,674 +8%
AR
212
Apeiron RIA
Texas
$5.3M +$205K +1,485 +4%
RIA
213
Regal Investment Advisors
Michigan
$5.29M +$263K +1,903 +6%
TPWA
214
TRUE Private Wealth Advisors
Oregon
$5.27M -$302K -2,188 -6%
MW
215
Maia Wealth
Colorado
$5.23M +$4.61M +33,391 New
Amundi
216
Amundi
France
$5.2M -$254K -1,841 -5%
CF
217
Centaurus Financial
California
$5.11M +$2.82M +20,401 +151%
PWW
218
Pettyjohn Wood & White
Virginia
$5.07M +$9.12K +66 +0.2%
RAS
219
RPS Advisory Solutions
Kentucky
$5.05M +$4.64M +33,544 New
CIC
220
Carnegie Investment Counsel
Ohio
$5.04M -$76K -550 -2%
SCA
221
STALEY CAPITAL ADVISERS
Pennsylvania
$4.98M
RA
222
RFG Advisory
Alabama
$4.86M -$634K -4,587 -12%
WA
223
Waverly Advisors
Alabama
$4.85M +$4.07M +29,417 +1,041%
SFS
224
Sharp Financial Services
Pennsylvania
$4.82M +$195K +1,413 +5%
TSW
225
Three Seasons Wealth
Utah
$4.8M -$96.2K -696 -2%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.