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iShares US Technology ETF

387 hedge funds and large institutions have $1.77B invested in iShares US Technology ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $1.94M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

7.3% more ownership

Funds ownership: 168.21%175.5% (+7.3%)

5% more funds holding

Funds holding: 370387 (+17)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
387
Holders Change
+17
Holders Change %
+4.59%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
48
Increased
93
Reduced
124
Closed
27
Calls
$4.06M
Puts
$1.94M
Net Calls
+$2.12M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cutler Group
California
$395K +$391K +7,996 New
GIA
227
Gladstone Institutional Advisory
Florida
$377K +$373K +7,628 New
5L
228
55I LLC
Massachusetts
$371K +$367K +7,504 New
HVIA
229
Hudson Valley Investment Advisors
New York
$368K
VCM
230
Vivaldi Capital Management
Illinois
$365K
BBNA
231
Bremer Bank National Association
Minnesota
$350K
RBFC
232
Roman Butler Fullerton & Co
Missouri
$350K +$587 +12 +0.2%
SS
233
Sunbelt Securities
Texas
$347K
TSS
234
Two Sigma Securities
New York
$347K +$343K +7,020 New
SB
235
Suntrust Banks
Georgia
$340K -$1.37K -28 -0.4%
AA
236
Advisory Alpha
Michigan
$336K -$199K -4,080 -38%
MWP
237
MYCIO Wealth Partners
Pennsylvania
$335K
AWE
238
Avidian Wealth Enterprises
Texas
$335K +$332K +6,780 New
SW
239
SVB Wealth
Massachusetts
$331K +$327K +6,692 New
RC
240
RegentAtlantic Capital
New Jersey
$330K
AP
241
Advisor Partners
California
$328K -$4.69K -96 -1%
QCM
242
Quest Capital Management
Texas
$328K -$2.15K -44 -0.7%
ST
243
Spinnaker Trust
Maine
$325K -$9.78K -200 -3%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$325K +$322K +6,576 New
TI
245
Truepoint Inc
Ohio
$321K
SCM
246
Schnieders Capital Management
California
$316K
AB
247
Atlas Brown
Kentucky
$307K +$3.91K +80 +1%
BA
248
Ballew Advisors
Mississippi
$304K +$4.89K +100 +2%
VCM
249
Virtue Capital Management
Tennessee
$298K +$3.52K +72 +1%
LNWWM
250
Laird Norton Wetherby Wealth Management
California
$297K

IYW Hedge Fund Activity: Q2 2019 in Review

387 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2019, worth a combined $1.77B — up 2.6% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IYW positions and 27 closed out — a net gain of 21 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $23.6M. The largest seller was Bank of America, cutting an estimated $27.3M.

  • 387 institutional investors held iShares US Technology ETF (IYW) as of Q2 2019, up from 370 in Q1 2019.
  • Funds reported $1.77B of iShares US Technology ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q2 2019 and 27 closed out, a net change of +21 holders.
  • The largest iShares US Technology ETF buyer in Q2 2019 was Advisors Preferred, an estimated $23.6M added.
  • The largest iShares US Technology ETF seller in Q2 2019 was Bank of America, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2019.