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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
Morgan Stanley
1
Morgan Stanley
New York
$480M -$18.2M -178,338 -4%
Prudential Financial
2
Prudential Financial
New Jersey
$424M +$20.8M +203,317 +5%
Bank of America
3
Bank of America
North Carolina
$398M -$35.6M -349,007 -8%
UBS Group
4
UBS Group
Switzerland
$202M +$4.84M +47,417 +2%
LPL Financial
5
LPL Financial
California
$155M -$4.72M -46,245 -3%
Wells Fargo
6
Wells Fargo
California
$133M -$42.2M -412,915 -24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$108M +$16.9M +165,385 +19%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$86.7M +$1.74M +17,013 +2%
RJA
9
Raymond James & Associates
Florida
$64.2M -$1.72M -16,823 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$62.2M -$2.05M -20,077 -3%
RIG
11
RiverFront Investment Group
Virginia
$59M -$30.6M -299,673 -34%
Ameriprise
12
Ameriprise
Minnesota
$53.3M +$2.32M +22,690 +5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$50.6M -$289K -2,831 -0.6%
Osaic Holdings
14
Osaic Holdings
Arizona
$46.6M -$20.8M -203,643 -30%
CWM
15
Congress Wealth Management
Massachusetts
$38.9M -$3.98M -38,934 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$38.7M +$9.67M +94,664 +34%
QA
17
Quantitative Advantage
Minnesota
$37.9M -$166K -1,625 -0.4%
JP Morgan Chase
18
JP Morgan Chase
New York
$36M -$1.84M -18,000 -5%
UCFA
19
United Capital Financial Advisors
Texas
$33.5M -$403K -3,943 -1%
PAG
20
Private Advisor Group
New Jersey
$32.7M -$393K -3,853 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$32.6M -$114K -1,115 -0.4%
FMC
22
First Merchants Corp
Indiana
$31.5M -$1.17M -11,411 -4%
Goldman Sachs
23
Goldman Sachs
New York
$29.8M +$11.4M +112,138 +63%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$28.3M +$10.8M +106,119 +63%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$22.2M +$1.1M +10,774 +5%

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.