iShares US Technology ETF
IYW
565 hedge funds and large institutions have $3.18B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 185 reducing their positions, and 33 closing their positions.
127% more call options, than puts
Call options by funds: $8.23M | Put options by funds: $3.63M
58% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $2.96B → $3.18B (+$213M)
3% more funds holding
Funds holding: 551 → 565 (+14)
3.79% less ownership
Funds ownership: 44.35% → 40.56% (-3.8%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
17% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.4M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$24.9M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
+$10.1M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.59M |
| 5 |
SAM
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$91M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$24.6M |
| 3 |
Goldman Sachs
New York
|
-$21.3M |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$21.3M |
| 5 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$21.3M |
IYW Hedge Fund Activity: Q2 2021 in Review
565 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2021, worth a combined $3.18B — up 7.2% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IYW positions and 33 closed out — a net gain of 19 holders — while 153 added to existing stakes and 185 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.4M. The largest seller was Financial Perspectives, cutting an estimated $91M.
- 565 institutional investors held iShares US Technology ETF (IYW) as of Q2 2021, up from 551 in Q1 2021.
- Funds reported $3.18B of iShares US Technology ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
- 52 funds opened new iShares US Technology ETF positions in Q2 2021 and 33 closed out, a net change of +19 holders.
- The largest iShares US Technology ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $28.4M added.
- The largest iShares US Technology ETF seller in Q2 2021 was Financial Perspectives, an estimated $91M sold.
Based on aggregated 13F filings for Q2 2021.