We are live on ! Find out more
IYW icon

iShares US Technology ETF

1,147 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 365 increasing their positions, 399 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 42

58% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $11.5M

41% more funds holding in top 10

Funds holding in top 10: 3245 (+13)

38% more capital invested

Capital invested by funds: $12.1B → $16.6B (+$4.56B)

7% more funds holding

Funds holding: 1,0701,147 (+77)

9% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 399

1.14% less ownership

Funds ownership: 66.22%65.07% (-1.1%)

Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.59%
New
147
Increased
365
Reduced
399
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
201
M&T Bank
New York
$6.04M +$57.4K +363 +1%
MA
202
Mutual Advisors
Nebraska
$6.02M -$140K -887 -2%
EAM
203
Empirical Asset Management
Massachusetts
$5.85M -$39.1K -247 -0.7%
CWA
204
Centerline Wealth Advisors
Kentucky
$5.84M +$5.79M +36,567 New
CWG
205
Crown Wealth Group
North Carolina
$5.81M +$766K +4,844 +15%
MCA
206
Midwest Capital Advisors
Michigan
$5.81M +$5.76M +36,402 New
Amundi
207
Amundi
France
$5.78M +$476K +3,009 +9%
T
208
Tableaux
Massachusetts
$5.76M +$5.71M +36,085 New
WCM
209
WealthBridge Capital Management
Ohio
$5.64M -$59.7K -377 -1%
CFGS
210
Concourse Financial Group Securities
Alabama
$5.57M +$66.1K +418 +1%
Citadel Advisors
211
Citadel Advisors
Florida
$5.48M +$2.48M +15,676 +84%
CA
212
CoreCap Advisors
Michigan
$5.42M -$2.99M -18,872 -36%
SIM
213
SSI Investment Management
California
$5.38M +$314K +1,982 +6%
IA
214
IFP Advisors
Florida
$5.37M +$3.24M +20,476 +155%
MFS
215
Madrona Financial Services
Washington
$5.37M +$300K +1,897 +6%
PWW
216
Pettyjohn Wood & White
Virginia
$5.34M -$19.8K -125 -0.4%
Legacy Financial Group (Iowa)
217
Legacy Financial Group (Iowa)
Iowa
$5.32M -$308K -1,945 -6%
PI
218
PFG Investments
New York
$5.31M +$2.99M +18,917 +132%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$5.27M -$11.9K -75 -0.2%
KG
220
Kilter Group
New York
$5.24M +$5.2M +32,835 New
SL
221
SWMG LLC
Texas
$5.23M +$407K +2,571 +9%
PJSIMP
222
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.2M +$363K +2,293 +8%
CIC
223
Carnegie Investment Counsel
Ohio
$5.15M -$95.4K -603 -2%
SPC
224
Sigma Planning Corp
Michigan
$5.14M -$149K -944 -3%
AI
225
AdvisorShares Investments
Maryland
$5.1M -$200K -1,262 -4%

IYW Hedge Fund Activity: Q4 2024 in Review

1,147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2024, worth a combined $16.6B — up 38% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IYW positions and 42 closed out — a net gain of 105 holders — while 365 added to existing stakes and 399 trimmed.

The largest buyer was LPL Financial, adding an estimated $155M. The largest seller was International Assets Investment Management, cutting an estimated $501M.

  • 1,147 institutional investors held iShares US Technology ETF (IYW) as of Q4 2024, up from 1,070 in Q3 2024.
  • Funds reported $16.6B of iShares US Technology ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 147 funds opened new iShares US Technology ETF positions in Q4 2024 and 42 closed out, a net change of +105 holders.
  • The largest iShares US Technology ETF buyer in Q4 2024 was LPL Financial, an estimated $155M added.
  • The largest iShares US Technology ETF seller in Q4 2024 was International Assets Investment Management, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2024.