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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
CCA
251
Conservest Capital Advisors
Pennsylvania
$850K -$35.1K -401 -4%
IWAG
252
Integer Wealth Advisors Group
Georgia
$846K
JWCA
253
J.W. Cole Advisors
Florida
$838K +$24.9K +284 +3%
FCH
254
Freestone Capital Holdings
Washington
$828K
GFP
255
Gryphon Financial Partners
Ohio
$827K -$14.2K -162 -2%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$826K
CBA
257
Coastal Bridge Advisors
Connecticut
$823K -$43.8K -500 -5%
Brown Advisory
258
Brown Advisory
Maryland
$822K +$245K +2,793 +42%
WP
259
WealthSource Partners
California
$810K +$54.7K +624 +7%
EP
260
Eudaimonia Partners
Tennessee
$806K +$13.1K +149 +2%
KM
261
Kalos Management
Georgia
$803K -$151K -1,722 -16%
CIA
262
Choate Investment Advisors
Massachusetts
$794K
RC
263
RegentAtlantic Capital
New Jersey
$772K
CTA
264
Chesley Taft & Associates
Illinois
$769K
CW
265
CreativeOne Wealth
Kansas
$754K +$753K +8,593 New
DLCIG
266
D.L. Carlson Investment Group
New Hampshire
$752K -$21K -240 -3%
CF
267
Centaurus Financial
California
$742K +$161K +1,833 +28%
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$741K
TW
269
Transform Wealth
Colorado
$737K -$1.35M -15,463 -65%
FAIM
270
Financial Advocates Investment Management
Washington
$736K +$1.36M +15,546 +537%
MCM
271
Magnolia Capital Management
New York
$722K
VWA
272
V Wealth Advisors
Kansas
$715K +$152K +1,736 +27%
TW
273
TrinityPoint Wealth
Connecticut
$712K -$26.2K -299 -4%
P
274
Pitcairn
Pennsylvania
$702K
CWM
275
Curi Wealth Management
North Carolina
$702K +$119K +1,354 +20%

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.