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iShares US Technology ETF

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.99% more ownership

Funds ownership: 40.56%41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
226
Homrich & Berg
Georgia
$1.34M -$48.1K -461 -3%
KJWM
227
Kiley Juergens Wealth Management
Washington
$1.33M
CAM
228
Carret Asset Management
New York
$1.32M +$24.5K +235 +2%
AA
229
Advisory Alpha
Michigan
$1.32M +$1.36M +13,040 New
T
230
TNF
Montana
$1.32M +$1.24M +11,877 New
MWM
231
Maltin Wealth Management
New Jersey
$1.29M -$61.7K -591 -4%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$1.29M
PWP
233
Principle Wealth Partners
Connecticut
$1.28M
PP
234
Patten & Patten
Tennessee
$1.27M
RJT
235
Raymond James Trust
Florida
$1.27M +$22.7K +218 +2%
COCM
236
Charter Oak Capital Management
New Hampshire
$1.26M -$45.9K -440 -3%
MA
237
Montag & Associates
Georgia
$1.26M +$109K +1,040 +9%
PCM
238
Poehling Capital Management
Wisconsin
$1.26M -$12.3K -118 -0.9%
PCG
239
Private Capital Group
Connecticut
$1.26M
CCB
240
Cutter & Co Brokerage
Missouri
$1.25M -$46.2K -443 -3%
SWM
241
Spire Wealth Management
Virginia
$1.25M -$41.5K -398 -3%
OC
242
Oppenheimer & Co
New York
$1.24M +$23.3K +223 +2%
AF
243
Apexium Financial
Texas
$1.24M +$79.9K +766 +7%
RIA
244
Regal Investment Advisors
Michigan
$1.22M +$1.46K +14 +0.1%
BFA
245
Bragg Financial Advisors
North Carolina
$1.22M
EP
246
Eudaimonia Partners
Tennessee
$1.22M +$28.8K +276 +2%
SCG
247
Sonata Capital Group
Washington
$1.21M +$10.4K +100 +0.8%
MWA
248
Meridian Wealth Advisors
Texas
$1.21M -$42.8K -410 -3%
WA
249
Wealthstar Advisors
Texas
$1.2M +$31K +297 +3%
JIC
250
Joel Isaacson & Co
New York
$1.19M

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.