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iShares US Technology ETF
IYW

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: 565 → 637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$54.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
3
Wells Fargo
Wells Fargo
California
+$37.5M
4
5L
55I LLC
Massachusetts
+$26.6M
5
LPL Financial
LPL Financial
California
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$40.9M
2
HCM
Howard Capital Management
Georgia
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
251
Mid Atlantic Financial Management
Pennsylvania
$1.18M +$43.5K +417 +4%
LSPW
252
Lake Street Private Wealth
Illinois
$1.18M +$8.45K +81 +0.7%
VA
253
Valmark Advisers
Ohio
$1.18M -$48K -460 -4%
FFN
254
Focus Financial Network
Minnesota
$1.18M -$41.5K -398 -3%
F
255
F3Logic
Minnesota
$1.18M -$6.05K -58 -0.5%
NFG
256
Next Financial Group
Texas
$1.16M +$59.6K +571 +5%
NEWAS
257
N.E.W. Advisory Services
Wisconsin
$1.15M -$142K -1,360 -11%
NF
258
Nikulski Financial
Iowa
$1.15M +$102K +973 +9%
FP
259
Financial Perspectives
Minnesota
$1.14M – – –
HTC
260
Haverford Trust Company
Pennsylvania
$1.14M +$13.5K +129 +1%
BFO
261
Boston Family Office
Massachusetts
$1.13M – – –
DY
262
Dowling & Yahnke
California
$1.13M – – –
GT
263
Glenview Trust
Kentucky
$1.12M -$10.3K -99 -0.9%
MM
264
Meridian Management
Arkansas
$1.11M – – –
CWM
265
Cornerstone Wealth Management
Missouri
$1.11M -$217K -2,084 -16%
HPM
266
Hudson Portfolio Management
New York
$1.1M +$10.5K +101 +0.9%
PIMG
267
Patriot Investment Management Group
Tennessee
$1.1M -$15.1K -145 -1%
RH
268
RFG Holdings
Texas
$1.1M -$35.9K -344 -3%
ACP
269
Aviance Capital Partners
Florida
$1.09M – – –
GFPC
270
Global Financial Private Client
Florida
$1.08M -$1.04K -10 -0.1%
RWP
271
RWA Wealth Partners
Massachusetts
$1.07M – – –
EFS
272
Essex Financial Services
Connecticut
$1.06M -$45.9K -440 -4%
LG
273
LaFleur & Godfrey
Michigan
$1.06M +$1.1M +10,500 New
GT
274
Glenmede Trust
Pennsylvania
$1.06M – – –
BFEC
275
Benjamin F. Edwards & Company
Missouri
$1.03M +$837K +8,026 +382%
9 10
11
12 13

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.