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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
PAM
276
Premier Asset Management
Illinois
$238K -$1.37M -28,008 -85%
NFC
277
Northeast Financial Consultants
Connecticut
$235K
LFAS
278
Level Four Advisory Services
Texas
$230K +$5.87K +120 +3%
CWM
279
Circle Wealth Management
New Jersey
$229K +$391 +8 +0.2%
CC
280
Courier Capital
New York
$228K
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$225K
EWM
282
Executive Wealth Management
Michigan
$225K +$152K +3,112 +218%
FGAM
283
Financial Gravity Asset Management
Texas
$223K -$208K -4,256 -49%
KPW
284
Kore Private Wealth
New York
$221K +$218K +4,460 New
CWM
285
Chesapeake Wealth Management
Virginia
$218K -$6.06K -124 -3%
BF
286
BOK Financial
Oklahoma
$218K
WP
287
WMS Partners
Maryland
$218K
CIC
288
Cornercap Investment Counsel
Georgia
$218K +$215K +4,404 New
CPIG
289
Chicago Partners Investment Group
Illinois
$212K +$391 +8 +0.2%
FIM
290
Frontier Investment Management
Texas
$211K
AIM
291
Anchor Investment Management
South Carolina
$210K +$26.8K +548 +15%
TA
292
TFG Advisers
Michigan
$204K +$202K +4,140 New
SG
293
StoneX Group
New York
$203K +$200K +4,096 New
FPS
294
Fieldpoint Private Securities
Connecticut
$200K
CF
295
Centaurus Financial
California
$198K -$249K -5,096 -56%
HPC
296
HM Payson & Co
Maine
$194K +$192K +3,920 New
RIA
297
Realta Investment Advisors
Delaware
$177K -$3.91K -80 -2%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$164K +$56.5K +1,156 +54%
ADL
299
Asset Dedication LLC
California
$158K
FRA
300
Front Row Advisors
California
$156K

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.