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Institutional Ownership · SEC Form 13F

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.

1,168
Institutional holders
50M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed5,029,291$912M11.7%2026-Q1
PGIM Custom Harvest LLC added4,545,590$825M10.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,409,351$619M7.9%2026-Q1
LPL Financial LLC trimmed3,040,202$552M7.1%2026-Q1
UBS Group AG trimmed1,757,173$319M4.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,506,132$273M3.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,468,783$266M3.4%2026-Q1
JPMORGAN CHASE & CO trimmed1,460,181$253M3.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,320,707$240M3.1%2026-Q1
RiverFront Investment Group, LLC added1,005,018$182M2.3%2026-Q1
HSBC HOLDINGS PLC added977,825$177M2.3%2026-Q1
ROYAL BANK OF CANADA trimmed892,561$162M2.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed669,765$122M1.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed611,190$111M1.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed598,842$109M1.4%2026-Q1
FIL Ltd added594,181$108M1.4%2026-Q1
Cetera Investment Advisers trimmed509,382$92M1.2%2026-Q1
Kestra Advisory Services, LLC added495,359$90M1.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added398,344$72M0.9%2026-Q1
Portfolio Strategies, Inc. trimmed391,292$71M0.9%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed282,300$71M0.9%2026-Q2
PNC FINANCIAL SERVICES GROUP, INC. trimmed366,500$66M0.9%2026-Q1
Dynasty Wealth Management, LLC trimmed352,756$64M0.8%2026-Q1
HighTower Advisors, LLC added350,516$64M0.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed330,991$60M0.8%2026-Q1
Focus Partners Wealth added324,275$59M0.8%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added319,444$58M0.7%2026-Q1
PINKERTON WEALTH, LLC added283,941$57M0.7%2026-Q1
BlackRock, Inc. trimmed224,115$57M0.7%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed302,706$55M0.7%2026-Q1
Rockefeller Capital Management L.P. added286,960$52M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added272,075$48M0.6%2026-Q1
STIFEL FINANCIAL CORP trimmed246,655$45M0.6%2026-Q1
Atlas Legacy Advisors, LLC trimmed238,125$43M0.6%2026-Q1
Sanctuary Advisors, LLC added231,479$42M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed219,713$40M0.5%2026-Q1
Parker Investment Management, LLC trimmed204,533$37M0.5%2026-Q1
Howard Capital Management Group, LLC trimmed180,258$33M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed176,788$32M0.4%2026-Q1
Private Advisor Group, LLC trimmed176,456$32M0.4%2026-Q1
FIRST MERCHANTS CORP trimmed165,820$30M0.4%2026-Q1
Creative Planning trimmed152,552$28M0.4%2026-Q1
Stratos Wealth Partners, LTD. added150,850$27M0.4%2026-Q1
ASSETMARK, INC added149,687$27M0.3%2026-Q1
COMMERCE BANK trimmed146,065$26M0.3%2026-Q1
Equitable Holdings, Inc. trimmed137,277$26M0.3%2026-Q1
Compound Planning, Inc. added138,883$25M0.3%2026-Q1
FMR LLC added97,559$25M0.3%2026-Q2
Mariner, LLC trimmed135,395$25M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed134,649$24M0.3%2026-Q1
Perigon Wealth Management, LLC trimmed117,791$21M0.3%2026-Q1
Integrated Wealth Concepts LLC added107,391$19M0.3%2026-Q1
PATTON ALBERTSON MILLER GROUP, LLC trimmed106,508$19M0.2%2026-Q1
Capital Investment Advisors, LLC trimmed106,084$19M0.2%2026-Q1
Macro Advisors, Inc. new104,636$19M0.2%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed103,774$19M0.2%2026-Q1
Stillwater Capital Advisors, LLC trimmed100,837$18M0.2%2026-Q1
Perennial Investment Advisors, LLC trimmed99,543$18M0.2%2026-Q1
Advisory Services Network, LLC trimmed96,159$17M0.2%2026-Q1
TRITONPOINT WEALTH, LLC trimmed95,326$17M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed92,017$17M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed91,448$17M0.2%2026-Q1
Corient Private Wealth LLC trimmed91,378$16M0.2%2026-Q1
First Citizens Financial Corp trimmed90,017$16M0.2%2026-Q1
HC Advisors, LLC added89,028$16M0.2%2026-Q1
RVW Wealth, LLC added88,766$16M0.2%2026-Q1
Mendel Capital Management LLC trimmed86,108$16M0.2%2026-Q1
Cerity Partners LLC added85,863$16M0.2%2026-Q1
Merit Financial Group, LLC trimmed84,632$15M0.2%2026-Q1
Migdal Insurance & Financial Holdings Ltd. added80,351$15M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed78,983$14M0.2%2026-Q1
WCG Wealth Advisors LLC trimmed76,703$14M0.2%2026-Q1
&PARTNERS trimmed76,970$14M0.2%2026-Q1
Atria Investments, Inc added76,288$14M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed78,173$14M0.2%2026-Q1
Atlantic Union Bankshares Corp added73,036$13M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed70,702$13M0.2%2026-Q1
Pettinga Financial Advisors LLC added70,685$13M0.2%2026-Q1
CWM, LLC trimmed69,802$13M0.2%2026-Q1
CITADEL ADVISORS LLC added69,158$13M0.2%2026-Q1
hemming& Wealth Management, Inc. added68,947$13M0.2%2026-Q1
MARSHALL WACE, LLP trimmed68,023$12M0.2%2026-Q1
Farther Finance Advisors, LLC added66,391$12M0.2%2026-Q1
Fifth Third Securities, Inc. added65,334$12M0.2%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC added63,874$12M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added327,678$57M0.7%2025-Q2 stale
CW Advisors, LLC trimmed316,228$55M0.7%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC added206,326$41M0.5%2025-Q4 stale
Janney Montgomery Scott LLC trimmed203,191$41M0.5%2025-Q4 stale
Apexium Financial, LP added206,725$40M0.5%2025-Q3 stale
NewEdge Advisors, LLC trimmed183,031$37M0.5%2025-Q4 stale
PARK AVENUE SECURITIES LLC trimmed168,610$34M0.4%2025-Q4 stale
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed111,932$22M0.3%2025-Q4 stale
First Horizon Advisors, Inc. trimmed90,573$16M0.2%2025-Q2 stale
Camarda Financial Advisors, LLC trimmed70,023$14M0.2%2025-Q4 stale
Guerra Advisors Inc trimmed65,811$13M0.2%2025-Q3 stale
CIBC Private Wealth Group LLC trimmed63,696$13M0.2%2025-Q4 stale
ADVISORTRUST PARTNERS, LLC new61,218$12M0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed66,992$12M0.1%2025-Q2 stale
J.W. COLE ADVISORS, INC. added61,274$12M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership