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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 548 added or opened and 77 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 1258 tracked filers holding IYW, 449 increased or opened the position and 572 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 2026-Q1 and 2026-Q2 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 34
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$201M
- AXXCESS WEALTH MANAGEMENT, LLC$52M
- NewEdge Advisors, LLC$45M
- Camarda Financial Advisors, LLC$17M
- J.W. COLE ADVISORS, INC.$15M
- Wealth Enhancement Trust Services, Inc.$8M
Full exits 41
- HighTower Advisors, LLC$64M
- PINKERTON WEALTH, LLC$57M
- Cambridge Investment Research Advisors, Inc.$24M
- CWM, LLC$13M
- CITADEL ADVISORS LLC$13M
- MARSHALL WACE, LLP$12M
Largest adds
- MORGAN STANLEY$340M
- PGIM Custom Harvest LLC$323M
- SCHRODER INVESTMENT MANAGEMENT GROUP$297M
- BANK OF AMERICA CORP /DE/$248M
- LPL Financial LLC$214M
- UBS Group AG$117M
Largest trims
- TWO SIGMA INVESTMENTS, LP$96M
- Jackson Wealth Management, LLC$9M
- Private Advisor Group, LLC$9M
- HEMMING& WEALTH MANAGEMENT, INC.$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- BNP PARIBAS FINANCIAL MARKETS$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 4,965,507 | $1.3B | 11.7% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 4,549,815 | $1.1B | 10.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,434,260 | $866M | 8.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,035,854 | $766M | 7.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,727,967 | $436M | 4.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,482,795 | $374M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,435,567 | $362M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,352,659 | $341M | 3.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,337,767 | $329M | 3.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,261,481 | $311M | 2.9% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,043,122 | $263M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 922,417 | $233M | 2.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 795,221 | $201M | 1.9% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 794,128 | $200M | 1.9% | 2026-Q2 |
| FIL Ltd added | 787,551 | $199M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 669,449 | $169M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 638,240 | $161M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 593,207 | $150M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 477,728 | $120M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 462,996 | $117M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 394,966 | $100M | 0.9% | 2026-Q2 |
| Portfolio Strategies, Inc. added | 392,227 | $99M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 389,496 | $98M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 372,361 | $94M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 328,689 | $83M | 0.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 319,172 | $81M | 0.7% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 300,880 | $76M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 300,558 | $72M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 293,418 | $74M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 288,268 | $73M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 282,300 | $71M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 259,001 | $65M | 0.6% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 246,172 | $62M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 241,829 | $61M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 233,713 | $59M | 0.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 224,115 | $57M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 206,739 | $52M | 0.5% | 2026-Q2 |
| Parker Investment Management, LLC trimmed | 204,468 | $52M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 180,228 | $45M | 0.4% | 2026-Q2 |
| Howard Capital Management Group, LLC trimmed | 176,535 | $45M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 173,863 | $44M | 0.4% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 161,871 | $41M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 160,431 | $40M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 152,728 | $39M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 152,265 | $38M | 0.4% | 2026-Q2 |
| COMMERCE BANK trimmed | 145,376 | $37M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 132,599 | $33M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 128,742 | $32M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 126,439 | $32M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 113,658 | $29M | 0.3% | 2026-Q2 |
| Patton Albertson Miller Group, LLC added | 107,832 | $27M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 105,036 | $26M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 102,615 | $26M | 0.2% | 2026-Q2 |
| Stillwater Capital Advisors, LLC trimmed | 100,052 | $25M | 0.2% | 2026-Q2 |
| FMR LLC added | 97,559 | $25M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 97,544 | $25M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 96,286 | $24M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 94,407 | $24M | 0.2% | 2026-Q2 |
| TritonPoint Partners, LLC added | 93,853 | $24M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 93,125 | $23M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 92,976 | $23M | 0.2% | 2026-Q2 |
| TRITONPOINT WEALTH, LLC trimmed | 92,429 | $23M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 91,702 | $23M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 91,197 | $23M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 90,781 | $23M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 90,046 | $23M | 0.2% | 2026-Q2 |
| RVW Wealth, LLC added | 89,777 | $23M | 0.2% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 89,186 | $22M | 0.2% | 2026-Q2 |
| HC Advisors, LLC trimmed | 87,053 | $22M | 0.2% | 2026-Q2 |
| Mendel Capital Management LLC trimmed | 84,767 | $21M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 83,644 | $21M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 82,347 | $21M | 0.2% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 80,582 | $20M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 78,430 | $20M | 0.2% | 2026-Q2 |
| Macro Advisors, Inc. trimmed | 77,817 | $20M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 72,794 | $18M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 72,429 | $18M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 70,286 | $18M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 66,865 | $17M | 0.2% | 2026-Q2 |
| Camarda Financial Advisors, LLC trimmed | 65,684 | $17M | 0.2% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 64,798 | $16M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 64,058 | $16M | 0.2% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 63,934 | $16M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC trimmed | 62,900 | $16M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 62,336 | $16M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 61,699 | $16M | 0.1% | 2026-Q2 |
| Signature Wealth Management Partners, LLC trimmed | 61,513 | $16M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 60,936 | $15M | 0.1% | 2026-Q2 |
| Finley Financial, LLC trimmed | 60,556 | $15M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 59,554 | $15M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 58,678 | $15M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 57,766 | $15M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 57,592 | $14M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 57,381 | $14M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 56,352 | $14M | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 55,378 | $14M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 54,690 | $14M | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 54,362 | $14M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 52,838 | $13M | 0.1% | 2026-Q2 |
| Perkins Coie Trust Co trimmed | 52,686 | $13M | 0.1% | 2026-Q2 |
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.