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iShares US Technology ETF

551 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $798K

0.99% more ownership

Funds ownership: 43.36%44.35% (+0.99%)

1% more capital invested

Capital invested by funds: $2.94B → $2.96B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less funds holding

Funds holding: 563551 (-12)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

43% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 221

Holders
551
Holders Change
-12
Holders Change %
-2.13%
% of All Funds
9.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
126
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
226
Haverford Trust Company
Pennsylvania
$972K
RWP
227
RWA Wealth Partners
Massachusetts
$969K -$12.3K -140 -1%
NF
228
Nikulski Financial
Iowa
$966K -$204K -2,332 -17%
PIMG
229
Patriot Investment Management Group
Tennessee
$964K -$9.38K -107 -1%
MM
230
Meridian Management
Arkansas
$963K
EFS
231
Essex Financial Services
Connecticut
$959K +$70.1K +800 +8%
ACP
232
Aviance Capital Partners
Florida
$958K -$48.8K -557 -5%
HPM
233
Hudson Portfolio Management
New York
$950K +$949K +10,834 New
GFPC
234
Global Financial Private Client
Florida
$944K
TVAMP
235
Tennessee Valley Asset Management Partners
Tennessee
$942K -$31.2K -356 -3%
MCM
236
Mainstay Capital Management
Michigan
$935K -$4.91K -56 -0.5%
CAM
237
Carret Asset Management
New York
$933K +$153K +1,750 +20%
NFG
238
Next Financial Group
Texas
$918K +$66.6K +760 +8%
GT
239
Glenmede Trust
Pennsylvania
$916K -$20K -228 -2%
RH
240
RFG Holdings
Texas
$913K -$43.4K -495 -5%
HIA
241
Harbor Investment Advisory
Maryland
$903K
AIFAIM
242
American Institute for Advanced Investment Management
Arizona
$894K -$16.8K -192 -2%
UCMOK
243
United Capital Management of KS
Kansas
$877K -$17.9K -204 -2%
AF
244
Apexium Financial
Texas
$877K +$40.7K +464 +5%
AIC
245
Ayalon Insurance Company
Israel
$871K +$504K +5,756 +146%
IFWM
246
Institute for Wealth Management
Colorado
$866K -$508K -5,794 -37%
WTB
247
Washington Trust Bank
Washington
$866K -$161K -1,834 -16%
BIC
248
Beach Investment Counsel
Pennsylvania
$859K
WB
249
WesBanco Bank
West Virginia
$859K +$858K +9,793 New
GCA
250
Genesee Capital Advisors
New York
$858K -$65.1K -743 -7%

IYW Hedge Fund Activity: Q1 2021 in Review

551 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2021, worth a combined $2.96B — up 0.61% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYW and 41 opened new positions — a net loss of 5 holders — while 221 trimmed existing stakes and 126 added.

The largest buyer was Financial Perspectives, adding an estimated $85.5M. The largest seller was Bank of Montreal, cutting an estimated $27.1M.

  • 551 institutional investors held iShares US Technology ETF (IYW) as of Q1 2021, down from 563 in Q4 2020.
  • Funds reported $2.96B of iShares US Technology ETF stock for Q1 2021, up 0.61% quarter-over-quarter.
  • 41 funds opened new iShares US Technology ETF positions in Q1 2021 and 46 closed out, a net change of -5 holders.
  • The largest iShares US Technology ETF buyer in Q1 2021 was Financial Perspectives, an estimated $85.5M added.
  • The largest iShares US Technology ETF seller in Q1 2021 was Bank of Montreal, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2021.