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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 %
APP
251
Avantax Planning Partners
Iowa
$249K -$84.9K -1,780 -25%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$249K +$249K +5,220 New
AWA
253
Acorn Wealth Advisors
Michigan
$247K -$36.7K -740 -13%
Fiera Capital (Canada)
254
Fiera Capital (Canada)
Quebec, Canada
$247K +$247K +5,180 New
KeyBank National Association
255
KeyBank National Association
Ohio
$244K +$244K +5,120 New
JWBC
256
J.W. Burns & Co
New York
$243K – – –
MCM
257
MV Capital Management
Maryland
$238K -$53.2K -1,116 -18%
HFA
258
High Falls Advisors
New York
$237K +$237K +4,980 New
LWA
259
Lenox Wealth Advisors
New York
$230K – – –
GG
260
Gofen & Glossberg
Illinois
$229K +$229K +4,800 New
NFC
261
Northeast Financial Consultants
Connecticut
$226K +$226K +4,744 New
WS
262
Wedbush Securities
California
$222K -$18.9K -396 -8%
CWM
263
Circle Wealth Management
New Jersey
$220K +$220K +4,620 New
CC
264
Courier Capital
New York
$219K +$219K +4,604 New
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$217K +$217K +4,556 New
CWM
266
Chesapeake Wealth Management
Virginia
$216K +$216K +4,536 New
LFAS
267
Level Four Advisory Services
Texas
$214K -$38.4K -808 -15%
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$211K -$41.6K -820 -16%
VFA
269
Valeo Financial Advisors
Indiana
$210K +$86.1K +1,808 +69%
WP
270
WMS Partners
Maryland
$210K +$210K +4,400 New
SCM
271
SOL Capital Management
Maryland
$210K +$210K +4,400 New
BF
272
BOK Financial
Oklahoma
$209K +$209K +4,392 New
CPIG
273
Chicago Partners Investment Group
Illinois
$205K -$77K -1,532 -27%
FIM
274
Frontier Investment Management
Texas
$203K +$203K +4,260 New
FPS
275
Fieldpoint Private Securities
Connecticut
$193K – – –
9 10
11
12 13