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iShares US Technology ETF

949 hedge funds and large institutions have $9.96B invested in iShares US Technology ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 361 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 34

129% more funds holding in top 10

Funds holding in top 10: 1739 (+22)

55% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 233

55% more capital invested

Capital invested by funds: $6.43B → $9.96B (+$3.53B)

14% more funds holding

Funds holding: 832949 (+117)

10.53% more ownership

Funds ownership: 60.15%70.69% (+11%)

46% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $25.3M

Holders
949
Holders Change
+117
Holders Change %
+14.06%
% of All Funds
13.84%
Holding in Top 10
39
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+129.41%
% of All Funds
0.57%
New
166
Increased
361
Reduced
233
Closed
34
Calls
$13.7M
Puts
$25.3M
Net Calls
-$11.6M
Net Calls Change
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.53B +$765M +6,757,252 +119%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.29B +$332M +2,928,731 +39%
Bank of America
3
Bank of America
North Carolina
$532M +$30M +264,759 +7%
PCH
4
PGIM Custom Harvest
New Jersey
$521M -$7.32M -64,611 -1%
LPL Financial
5
LPL Financial
California
$419M +$82.5M +728,703 +27%
JP Morgan Chase
6
JP Morgan Chase
New York
$342M +$139M +1,225,385 +79%
BlackRock
7
BlackRock
New York
$269M +$104M +922,350 +73%
UBS Group
8
UBS Group
Switzerland
$261M +$18.1M +160,092 +8%
Fidelity International
9
Fidelity International
Bermuda
$179M +$41.1M +363,201 +33%
Ameriprise
10
Ameriprise
Minnesota
$160M +$34.1M +300,627 +30%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$154M +$44.5M +393,079 +45%
Wells Fargo
12
Wells Fargo
California
$154M -$18.5K -163 -0%
Osaic Holdings
13
Osaic Holdings
Arizona
$143M -$32.3M -284,770 -20%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$132M +$40.8M +360,020 +50%
PAS
15
Park Avenue Securities
New York
$118M +$31.8M +280,500 +41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$111M -$683K -6,028 -0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$101M +$11.7M +103,726 +14%
MML Investors Services
18
MML Investors Services
Massachusetts
$98.5M +$22.1M +195,538 +32%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$98.2M +$23.5M +207,172 +35%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$81.1M +$74.8M +660,620 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$67.9M +$10.5M +92,695 +20%
RIG
22
RiverFront Investment Group
Virginia
$67.9M +$1.55M +13,654 +3%
RJA
23
Raymond James & Associates
Florida
$65.6M +$947K +8,363 +2%
Two Sigma Investments
24
Two Sigma Investments
New York
$54.1M +$34M +300,500 +214%
UCFA
25
United Capital Financial Advisors
Texas
$54.1M +$13.2M +116,144 +36%

IYW Hedge Fund Activity: Q4 2023 in Review

949 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2023, worth a combined $9.96B — up 55% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new IYW positions and 34 closed out — a net gain of 132 holders — while 361 added to existing stakes and 233 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $765M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $68.5M.

  • 949 institutional investors held iShares US Technology ETF (IYW) as of Q4 2023, up from 832 in Q3 2023.
  • Funds reported $9.96B of iShares US Technology ETF stock for Q4 2023, up 55% quarter-over-quarter.
  • 166 funds opened new iShares US Technology ETF positions in Q4 2023 and 34 closed out, a net change of +132 holders.
  • The largest iShares US Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $765M added.
  • The largest iShares US Technology ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2023.