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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
Morgan Stanley
1
Morgan Stanley
New York
$358M +$5.18M +61,122 +1%
Bank of America
2
Bank of America
North Carolina
$280M +$7.62M +89,827 +2%
UBS Group
3
UBS Group
Switzerland
$140M +$2.79M +32,859 +2%
LPL Financial
4
LPL Financial
California
$103M -$15.5M -182,752 -12%
Wells Fargo
5
Wells Fargo
California
$83.4M -$3.24M -38,161 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$74.3M +$3.13M +36,912 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$68.7M -$12.5M -147,798 -14%
RIG
8
RiverFront Investment Group
Virginia
$64M -$5.27M -62,137 -7%
RJA
9
Raymond James & Associates
Florida
$55.9M +$5.65M +66,673 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.2M +$5.86M +69,136 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$35.5M +$4.62M +54,497 +13%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$35.3M -$690K -8,132 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$30.1M -$2.52M -29,754 -7%
CWM
14
Congress Wealth Management
Massachusetts
$27.4M -$310K -3,653 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.3M +$618K +7,284 +2%
Ameriprise
16
Ameriprise
Minnesota
$27.1M +$1.23M +14,542 +4%
QA
17
Quantitative Advantage
Minnesota
$26M -$1.08M -12,700 -3%
UCFA
18
United Capital Financial Advisors
Texas
$24.8M +$1.04M +12,299 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$21.5M -$1.33M -15,715 -5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$21M +$2.85M +33,604 +13%
FMC
21
First Merchants Corp
Indiana
$19.7M +$3.72M +43,842 +20%
HCMG
22
Howard Capital Management Group
California
$15.4M -$30.1K -355 -0.2%
HighTower Advisors
23
HighTower Advisors
Illinois
$15.4M -$334K -3,937 -2%
CB
24
Commerce Bank
Missouri
$15.2M +$260K +3,065 +2%
PS
25
Portfolio Strategies
New York
$13.9M -$408K -4,808 -2%

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.