Who owns iShares U.S. Technology ETF (IYW)
Which tracked institutional funds hold IYW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IYW is one-sided between 2025-Q4 and 2026-Q1: 89 added or opened and 375 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYW’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes IYW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1168 tracked filers holding IYW, 332 increased or opened the position and 676 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYW between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- FIL Ltd$108M
- Macro Advisors, Inc.$19M
- Mendel Capital Management LLC$16M
- MARSHALL WACE, LLP$12M
- CIBC Bancorp USA Inc.$11M
- Gerald Baker Financial Group LLC$6M
Full exits 56
- AXXCESS WEALTH MANAGEMENT, LLC$41M
- Janney Montgomery Scott LLC$41M
- NewEdge Advisors, LLC$37M
- PARK AVENUE SECURITIES LLC$34M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$22M
- Camarda Financial Advisors, LLC$14M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55M
- PINKERTON WEALTH, LLC$16M
- CITADEL ADVISORS LLC$11M
- M&T Bank Corp$10M
- FIFTH THIRD BANCORP$6M
- Independent Advisor Alliance$5M
Largest trims
- JPMORGAN CHASE & CO$552M
- MORGAN STANLEY$240M
- LPL Financial LLC$166M
- ENVESTNET ASSET MANAGEMENT INC$164M
- Dynasty Wealth Management, LLC$133M
- BANK OF AMERICA CORP /DE/$93M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 5,029,291 | $912M | 11.7% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 4,545,590 | $825M | 10.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,409,351 | $619M | 7.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,040,202 | $552M | 7.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,757,173 | $319M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,506,132 | $273M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,468,783 | $266M | 3.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,460,181 | $253M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,320,707 | $240M | 3.1% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,005,018 | $182M | 2.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 977,825 | $177M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 892,561 | $162M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 669,765 | $122M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 611,190 | $111M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 598,842 | $109M | 1.4% | 2026-Q1 |
| FIL Ltd added | 594,181 | $108M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 509,382 | $92M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 495,359 | $90M | 1.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 398,344 | $72M | 0.9% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 391,292 | $71M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 282,300 | $71M | 0.9% | 2026-Q2 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 366,500 | $66M | 0.9% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 352,756 | $64M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 350,516 | $64M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 330,991 | $60M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 324,275 | $59M | 0.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 319,444 | $58M | 0.7% | 2026-Q1 |
| PINKERTON WEALTH, LLC added | 283,941 | $57M | 0.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 224,115 | $57M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 302,706 | $55M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 286,960 | $52M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 272,075 | $48M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 246,655 | $45M | 0.6% | 2026-Q1 |
| Atlas Legacy Advisors, LLC trimmed | 238,125 | $43M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 231,479 | $42M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 219,713 | $40M | 0.5% | 2026-Q1 |
| Parker Investment Management, LLC trimmed | 204,533 | $37M | 0.5% | 2026-Q1 |
| Howard Capital Management Group, LLC trimmed | 180,258 | $33M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 176,788 | $32M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 176,456 | $32M | 0.4% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 165,820 | $30M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 152,552 | $28M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 150,850 | $27M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 149,687 | $27M | 0.3% | 2026-Q1 |
| COMMERCE BANK trimmed | 146,065 | $26M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 137,277 | $26M | 0.3% | 2026-Q1 |
| Compound Planning, Inc. added | 138,883 | $25M | 0.3% | 2026-Q1 |
| FMR LLC added | 97,559 | $25M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 135,395 | $25M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 134,649 | $24M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 117,791 | $21M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 107,391 | $19M | 0.3% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC trimmed | 106,508 | $19M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 106,084 | $19M | 0.2% | 2026-Q1 |
| Macro Advisors, Inc. new | 104,636 | $19M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 103,774 | $19M | 0.2% | 2026-Q1 |
| Stillwater Capital Advisors, LLC trimmed | 100,837 | $18M | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 99,543 | $18M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 96,159 | $17M | 0.2% | 2026-Q1 |
| TRITONPOINT WEALTH, LLC trimmed | 95,326 | $17M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 92,017 | $17M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 91,448 | $17M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 91,378 | $16M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 90,017 | $16M | 0.2% | 2026-Q1 |
| HC Advisors, LLC added | 89,028 | $16M | 0.2% | 2026-Q1 |
| RVW Wealth, LLC added | 88,766 | $16M | 0.2% | 2026-Q1 |
| Mendel Capital Management LLC trimmed | 86,108 | $16M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 85,863 | $16M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 84,632 | $15M | 0.2% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 80,351 | $15M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 78,983 | $14M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 76,703 | $14M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 76,970 | $14M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 76,288 | $14M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 78,173 | $14M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 73,036 | $13M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 70,702 | $13M | 0.2% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 70,685 | $13M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 69,802 | $13M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 69,158 | $13M | 0.2% | 2026-Q1 |
| hemming& Wealth Management, Inc. added | 68,947 | $13M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 68,023 | $12M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 66,391 | $12M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 65,334 | $12M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 63,874 | $12M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 327,678 | $57M | 0.7% | 2025-Q2 stale |
| CW Advisors, LLC trimmed | 316,228 | $55M | 0.7% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 206,326 | $41M | 0.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 203,191 | $41M | 0.5% | 2025-Q4 stale |
| Apexium Financial, LP added | 206,725 | $40M | 0.5% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 183,031 | $37M | 0.5% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 168,610 | $34M | 0.4% | 2025-Q4 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 111,932 | $22M | 0.3% | 2025-Q4 stale |
| First Horizon Advisors, Inc. trimmed | 90,573 | $16M | 0.2% | 2025-Q2 stale |
| Camarda Financial Advisors, LLC trimmed | 70,023 | $14M | 0.2% | 2025-Q4 stale |
| Guerra Advisors Inc trimmed | 65,811 | $13M | 0.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC trimmed | 63,696 | $13M | 0.2% | 2025-Q4 stale |
| ADVISORTRUST PARTNERS, LLC new | 61,218 | $12M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 66,992 | $12M | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 61,274 | $12M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.