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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
EWM
251
Endurance Wealth Management
Rhode Island
$292K
PP
252
Palladium Partners
Virginia
$291K
VAS
253
Vestmark Advisory Solutions
Massachusetts
$290K -$23.1K -472 -7%
APA
254
American Portfolios Advisors
New York
$284K
MAP
255
Milestone Advisory Partners
North Carolina
$277K
GRP
256
Global Retirement Partners
California
$276K -$4.11K -84 -1%
BCWM
257
Blue Chip Wealth Management
Florida
$274K +$391 +8 +0.1%
AIM
258
Allen Investment Management
New York
$270K
CDIA
259
Capital Directions Investment Advisors
Georgia
$270K
AAS
260
Avantax Advisory Services
Texas
$265K
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$265K +$6.84K +140 +3%
APP
262
Avantax Planning Partners
Iowa
$263K
PA
263
PFG Advisors
Arizona
$261K -$28.4K -580 -10%
Simplex Trading
264
Simplex Trading
Illinois
$261K +$259K +5,292 New
PBO
265
Peoples Bank (Ohio)
Ohio
$257K -$11.7K -240 -4%
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$256K
DI
267
DAGCO Inc
Ohio
$252K -$9.78K -200 -4%
JWBC
268
J.W. Burns & Co
New York
$252K
WS
269
Wedbush Securities
California
$251K +$21.1K +432 +9%
VWA
270
V Wealth Advisors
Kansas
$250K -$29.1K -596 -11%
MCM
271
MV Capital Management
Maryland
$247K
AWA
272
Acorn Wealth Advisors
Michigan
$246K -$5.87K -120 -2%
HFA
273
High Falls Advisors
New York
$246K
VFA
274
Valeo Financial Advisors
Indiana
$245K +$26.4K +540 +12%
LWA
275
Lenox Wealth Advisors
New York
$239K

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.