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iShares US Technology ETF
IYW

Overview Fund Activity

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
Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.02%
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
+$2.47M
Net Calls Change
-$318K

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
$15.4M
2
GC
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.3M
4
NA
Navellier & Associates
Nevada
$9.54M
5
OWD
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
Bank of America
North Carolina
$253M
3
Goldman Sachs
Goldman Sachs
New York
$21.2M
4
PIM
Parker Investment Management
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$315K +$315K +6,608 New
DADC
227
D.A. Davidson & Co
Montana
$313K +$953 +20 +0.3%
TI
228
Truepoint Inc
Ohio
$309K -$572K -12,000 -65%
SCM
229
Schnieders Capital Management
California
$304K +$304K +6,380 New
VAS
230
Vestmark Advisory Solutions
Massachusetts
$302K +$302K +6,340 New
BA
231
Ballew Advisors
Mississippi
$293K -$3.65K -72 -1%
AB
232
Atlas Brown
Kentucky
$292K +$9.92K +208 +4%
VWA
233
V Wealth Advisors
Kansas
$289K +$409 +8 +0.1%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$286K – – –
VCM
235
Virtue Capital Management
Tennessee
$284K +$284K +5,956 New
PA
236
PFG Advisors
Arizona
$281K -$11.2K -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 +$13.5K +284 +5%
HIS
241
Harvest Investment Services
Illinois
$271K +$31.7K +656 +13%
GRP
242
Global Retirement Partners
California
$270K -$107K -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 +$191 +4 +0.1%
CDIA
246
Capital Directions Investment Advisors
Georgia
$260K – – –
AIM
247
Allen Investment Management
New York
$260K +$260K +5,464 New
PBO
248
Peoples Bank (Ohio)
Ohio
$258K -$38.1K -800 -13%
AAS
249
Avantax Advisory Services
Texas
$255K -$130K -2,728 -34%
DI
250
DAGCO Inc
Ohio
$253K -$6.68K -140 -3%
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