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iShares US Technology ETF

832 hedge funds and large institutions have $6.43B invested in iShares US Technology ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 153 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

0% more funds holding

Funds holding: 828832 (+4)

6.35% less ownership

Funds ownership: 66.5%60.15% (-6.4%)

24% less capital invested

Capital invested by funds: $8.47B → $6.43B (-$2.04B)

32% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $21.9M

56% less funds holding in top 10

Funds holding in top 10: 3917 (-22)

61% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 393

Holders
832
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
13.2%
Holding in Top 10
17
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-56.41%
% of All Funds
0.27%
New
73
Increased
153
Reduced
393
Closed
58
Calls
$14.9M
Puts
$21.9M
Net Calls
-$6.92M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M -$834M -7,671,096 -50%
Morgan Stanley
2
Morgan Stanley
New York
$597M -$62.7M -576,982 -9%
PCH
3
PGIM Custom Harvest
New Jersey
$452M +$8.88M +81,615 +2%
Bank of America
4
Bank of America
North Carolina
$427M -$67.9M -624,623 -13%
LPL Financial
5
LPL Financial
California
$281M -$142M -1,303,137 -33%
UBS Group
6
UBS Group
Switzerland
$207M -$10.3M -94,341 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$164M -$87M -800,463 -34%
Osaic Holdings
8
Osaic Holdings
Arizona
$152M -$45.3M -416,597 -22%
BlackRock
9
BlackRock
New York
$133M -$144M -1,326,517 -51%
Wells Fargo
10
Wells Fargo
California
$132M -$11.7M -107,408 -8%
Fidelity International
11
Fidelity International
Bermuda
$115M +$98.4M +905,112 +482%
Ameriprise
12
Ameriprise
Minnesota
$105M +$1.05M +9,630 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$95.4M +$5.18M +47,666 +6%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$90.7M +$94M +864,680 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$75.9M -$51.3K -472 -0.1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$75.4M -$103M -947,192 -57%
PAS
17
Park Avenue Securities
New York
$71.2M -$79.6M -731,525 -52%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.3M +$65.9M +605,957 +3,607%
MML Investors Services
19
MML Investors Services
Massachusetts
$63.7M -$40.8M -375,030 -38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$62.2M -$5.07M -46,624 -7%
RIG
21
RiverFront Investment Group
Virginia
$56.6M +$1.69M +15,549 +3%
RJA
22
Raymond James & Associates
Florida
$55.2M -$1.77M -16,284 -3%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$49.9M +$48.4M +445,122 +1,449%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$48.3M -$27.2M -250,530 -35%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$45.3M -$2.12M -19,481 -4%

IYW Hedge Fund Activity: Q3 2023 in Review

832 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2023, worth a combined $6.43B — down 24% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IYW positions and 58 closed out — a net gain of 15 holders — while 153 added to existing stakes and 393 trimmed.

The largest buyer was Fidelity International, adding an estimated $98.4M. The largest seller was Envestnet Asset Management, cutting an estimated $834M.

  • 832 institutional investors held iShares US Technology ETF (IYW) as of Q3 2023, up from 828 in Q2 2023.
  • Funds reported $6.43B of iShares US Technology ETF stock for Q3 2023, down 24% quarter-over-quarter.
  • 73 funds opened new iShares US Technology ETF positions in Q3 2023 and 58 closed out, a net change of +15 holders.
  • The largest iShares US Technology ETF buyer in Q3 2023 was Fidelity International, an estimated $98.4M added.
  • The largest iShares US Technology ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $834M sold.

Based on aggregated 13F filings for Q3 2023.