iShares US Technology ETF
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.
154% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 24
83% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $2.95M
12% more capital invested
Capital invested by funds: $1.55B → $1.72B (+$179M)
9% more funds holding
Funds holding: 341 → 370 (+29)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9.27% less ownership
Funds ownership: 177.48% → 168.21% (-9.3%)
39% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$14.4M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$13.2M |
| 3 |
Rockefeller Capital Management
New York
|
+$12.4M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$8.91M |
| 5 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$41.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$36.5M |
| 3 |
Goldman Sachs
New York
|
-$26.5M |
| 4 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$15.8M |
| 5 |
Morgan Stanley
New York
|
-$12.5M |
IYW Hedge Fund Activity: Q1 2019 in Review
370 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2019, worth a combined $1.72B — up 12% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IYW positions and 24 closed out — a net gain of 37 holders — while 77 added to existing stakes and 126 trimmed.
The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $14.4M. The largest seller was Pinnacle Advisory Group, cutting an estimated $41.3M.
- 370 institutional investors held iShares US Technology ETF (IYW) as of Q1 2019, up from 341 in Q4 2018.
- Funds reported $1.72B of iShares US Technology ETF stock for Q1 2019, up 12% quarter-over-quarter.
- 61 funds opened new iShares US Technology ETF positions in Q1 2019 and 24 closed out, a net change of +37 holders.
- The largest iShares US Technology ETF buyer in Q1 2019 was Fulcrum Equity Management, an estimated $14.4M added.
- The largest iShares US Technology ETF seller in Q1 2019 was Pinnacle Advisory Group, an estimated $41.3M sold.
Based on aggregated 13F filings for Q1 2019.