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iShares US Technology ETF

1,070 hedge funds and large institutions have $12.1B invested in iShares US Technology ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 318 increasing their positions, 414 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $4.96M

98% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 50

4.3% more ownership

Funds ownership: 61.91%66.22% (+4.3%)

4% more funds holding

Funds holding: 1,0301,070 (+40)

2% less capital invested

Capital invested by funds: $12.3B → $12.1B (-$196M)

23% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 414

29% less funds holding in top 10

Funds holding in top 10: 4532 (-13)

Holders
1,070
Holders Change
+40
Holders Change %
+3.88%
% of All Funds
15.36%
Holding in Top 10
32
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-28.89%
% of All Funds
0.46%
New
99
Increased
318
Reduced
414
Closed
50
Calls
$11.6M
Puts
$4.96M
Net Calls
+$6.64M
Net Calls Change
+$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.63B -$159M -1,077,805 -9%
Morgan Stanley
2
Morgan Stanley
New York
$888M +$7.67M +52,134 +0.9%
PCH
3
PGIM Custom Harvest
New Jersey
$685M -$12.2M -82,976 -2%
Bank of America
4
Bank of America
North Carolina
$648M -$17.5M -118,725 -3%
LPL Financial
5
LPL Financial
California
$627M +$17.1M +116,614 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$471M -$30.2M -205,520 -6%
UBS Group
7
UBS Group
Switzerland
$299M -$21.4M -145,640 -7%
BlackRock
8
BlackRock
New York
$216M -$75.4M -512,952 -26%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$193M -$17.1M -116,064 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$189M +$23.8M +162,062 +15%
Wells Fargo
11
Wells Fargo
California
$189M +$552K +3,754 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$188M +$4.56M +31,008 +3%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$185M +$28.8M +195,717 +19%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$167M -$4.18M -28,406 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$146M +$1.28M +8,696 +0.9%
PAS
16
Park Avenue Securities
New York
$138M -$22.8M -154,884 -14%
DWM
17
Dynasty Wealth Management
Florida
$137M +$39.1M +265,966 +41%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$130M -$8.36M -56,880 -6%
MML Investors Services
19
MML Investors Services
Massachusetts
$125M -$7.08M -48,166 -6%
RIG
20
RiverFront Investment Group
Virginia
$117M +$6.99M +47,548 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$110M -$3.28M -22,311 -3%
OIA
22
OneDigital Investment Advisors
Kansas
$108M +$2.17M +14,758 +2%
RJA
23
Raymond James & Associates
Florida
$95.7M +$1.43M +9,742 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$94.5M -$8.44M -57,376 -8%
Two Sigma Investments
25
Two Sigma Investments
New York
$94M +$35.2M +239,600 +63%

IYW Hedge Fund Activity: Q3 2024 in Review

1,070 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2024, worth a combined $12.1B — down 1.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IYW positions and 50 closed out — a net gain of 49 holders — while 318 added to existing stakes and 414 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $468M. The largest seller was Envestnet Asset Management, cutting an estimated $159M.

  • 1,070 institutional investors held iShares US Technology ETF (IYW) as of Q3 2024, up from 1,030 in Q2 2024.
  • Funds reported $12.1B of iShares US Technology ETF stock for Q3 2024, down 1.6% quarter-over-quarter.
  • 99 funds opened new iShares US Technology ETF positions in Q3 2024 and 50 closed out, a net change of +49 holders.
  • The largest iShares US Technology ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $468M added.
  • The largest iShares US Technology ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.