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iShares US Technology ETF
IYW

370 hedge funds and large institutions have $1.72B invested in iShares US Technology ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 77 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

83% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $2.95M

12% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$179M)

9% more funds holding

Funds holding: 341 → 370 (+29)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9.27% less ownership

Funds ownership: 177.48% → 168.21% (-9.3%)

39% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 126

Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
61
Increased
77
Reduced
126
Closed
24
Calls
$5.42M
Puts
$2.95M
Net Calls
+$2.46M
Net Calls Change
-$318K

Top Buyers

Rank Fund Capital Flow
1
FEM
Fulcrum Equity Management
Texas
+$14.4M
2
GC
Grimes & Company
Massachusetts
+$13.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$12.4M
4
NA
Navellier & Associates
Nevada
+$8.91M
5
OWD
Osborn Williams & Donohoe
Ohio
+$6.99M

Top Sellers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
-$41.3M
2
Bank of America
Bank of America
North Carolina
-$36.5M
3
Goldman Sachs
Goldman Sachs
New York
-$26.5M
4
PIM
Parker Investment Management
California
-$15.8M
5
Morgan Stanley
Morgan Stanley
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
226
Atria Investments
North Carolina
$315K +$294K +6,608 New
DADC
227
D.A. Davidson & Co
Montana
$313K +$889 +20 +0.3%
TI
228
Truepoint Inc
Ohio
$309K -$534K -12,000 -65%
SCM
229
Schnieders Capital Management
California
$304K +$284K +6,380 New
VAS
230
Vestmark Advisory Solutions
Massachusetts
$302K +$282K +6,340 New
BA
231
Ballew Advisors
Mississippi
$293K -$3.2K -72 -1%
AB
232
Atlas Brown
Kentucky
$292K +$9.25K +208 +4%
VWA
233
V Wealth Advisors
Kansas
$289K +$356 +8 +0.1%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$286K – – –
VCM
235
Virtue Capital Management
Tennessee
$284K +$265K +5,956 New
PA
236
PFG Advisors
Arizona
$281K -$9.78K -220 -4%
EWM
237
Endurance Wealth Management
Rhode Island
$281K – – –
PP
238
Palladium Partners
Virginia
$280K – – –
PWP
239
Principle Wealth Partners
Connecticut
$279K – – –
APA
240
American Portfolios Advisors
New York
$274K +$12.6K +284 +5%
HIS
241
Harvest Investment Services
Illinois
$271K +$29.2K +656 +13%
GRP
242
Global Retirement Partners
California
$270K -$99.6K -2,240 -28%
Nomura Asset Management
243
Nomura Asset Management
Japan
$270K – – –
MAP
244
Milestone Advisory Partners
North Carolina
$267K – – –
BCWM
245
Blue Chip Wealth Management
Florida
$264K +$178 +4 +0.1%
CDIA
246
Capital Directions Investment Advisors
Georgia
$260K – – –
AIM
247
Allen Investment Management
New York
$260K +$243K +5,464 New
PBO
248
Peoples Bank (Ohio)
Ohio
$258K -$35.6K -800 -13%
AAS
249
Avantax Advisory Services
Texas
$255K -$121K -2,728 -34%
DI
250
DAGCO Inc
Ohio
$253K -$6.22K -140 -3%
8 9
10
11 12

IYW Hedge Fund Activity: Q1 2019 in Review

370 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2019, worth a combined $1.72B — up 12% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IYW positions and 24 closed out — a net gain of 37 holders — while 77 added to existing stakes and 126 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $14.4M. The largest seller was Pinnacle Advisory Group, cutting an estimated $41.3M.

  • 370 institutional investors held iShares US Technology ETF (IYW) as of Q1 2019, up from 341 in Q4 2018.
  • Funds reported $1.72B of iShares US Technology ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 61 funds opened new iShares US Technology ETF positions in Q1 2019 and 24 closed out, a net change of +37 holders.
  • The largest iShares US Technology ETF buyer in Q1 2019 was Fulcrum Equity Management, an estimated $14.4M added.
  • The largest iShares US Technology ETF seller in Q1 2019 was Pinnacle Advisory Group, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2019.