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iShares US Technology ETF

1,147 hedge funds and large institutions have $16.6B invested in iShares US Technology ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 365 increasing their positions, 399 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 42

58% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $11.5M

41% more funds holding in top 10

Funds holding in top 10: 3245 (+13)

38% more capital invested

Capital invested by funds: $12.1B → $16.6B (+$4.56B)

7% more funds holding

Funds holding: 1,0701,147 (+77)

9% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 399

1.14% less ownership

Funds ownership: 66.22%65.07% (-1.1%)

Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.11%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.59%
New
147
Increased
365
Reduced
399
Closed
42
Calls
$18.2M
Puts
$11.5M
Net Calls
+$6.66M
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.87B -$754K -4,767 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.63B -$86.2M -544,759 -5%
Morgan Stanley
3
Morgan Stanley
New York
$934M -$787K -4,976 -0.1%
LPL Financial
4
LPL Financial
California
$815M +$155M +977,883 +24%
PCH
5
PGIM Custom Harvest
New Jersey
$692M -$29.1M -183,739 -4%
Bank of America
6
Bank of America
North Carolina
$686M +$4.18M +26,427 +0.6%
JP Morgan Chase
7
JP Morgan Chase
New York
$546M +$49.8M +314,689 +10%
UBS Group
8
UBS Group
Switzerland
$311M -$2.73M -17,248 -0.9%
Raymond James Financial
9
Raymond James Financial
Florida
$256M +$254M +1,605,731 New
Wells Fargo
10
Wells Fargo
California
$227M +$28.1M +177,492 +14%
DWM
11
Dynasty Wealth Management
Florida
$224M +$78.6M +497,043 +55%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$200M -$3.03M -19,133 -2%
Ameriprise
13
Ameriprise
Minnesota
$191M -$6.88M -43,504 -4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$172M -$3.81M -24,085 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$171M -$28.1M -177,502 -14%
PAS
16
Park Avenue Securities
New York
$149M +$2.91M +18,382 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$139M +$2.16M +13,670 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$136M +$3.89M +24,574 +3%
RIG
19
RiverFront Investment Group
Virginia
$130M +$6.21M +39,242 +5%
BlackRock
20
BlackRock
New York
$129M -$97.5M -616,036 -43%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$122M +$105M +665,749 +683%
Two Sigma Investments
22
Two Sigma Investments
New York
$118M +$18.6M +117,824 +19%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$110M -$5.56M -35,144 -5%
OIA
24
OneDigital Investment Advisors
Kansas
$105M -$9M -56,898 -8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$96.9M -$2.52M -15,948 -3%

IYW Hedge Fund Activity: Q4 2024 in Review

1,147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2024, worth a combined $16.6B — up 38% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IYW positions and 42 closed out — a net gain of 105 holders — while 365 added to existing stakes and 399 trimmed.

The largest buyer was LPL Financial, adding an estimated $155M. The largest seller was International Assets Investment Management, cutting an estimated $501M.

  • 1,147 institutional investors held iShares US Technology ETF (IYW) as of Q4 2024, up from 1,070 in Q3 2024.
  • Funds reported $16.6B of iShares US Technology ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 147 funds opened new iShares US Technology ETF positions in Q4 2024 and 42 closed out, a net change of +105 holders.
  • The largest iShares US Technology ETF buyer in Q4 2024 was LPL Financial, an estimated $155M added.
  • The largest iShares US Technology ETF seller in Q4 2024 was International Assets Investment Management, an estimated $501M sold.

Based on aggregated 13F filings for Q4 2024.