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iShares US Technology ETF
IYW

451 hedge funds and large institutions have $2.18B invested in iShares US Technology ETF in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 17

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

107% more call options, than puts

Call options by funds: $2.22M | Put options by funds: $1.07M

25% more capital invested

Capital invested by funds: $1.75B → $2.18B (+$439M)

21% more funds holding

Funds holding: 374 → 451 (+77)

12.29% more ownership

Funds ownership: 168.15% → 180.44% (+12%)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

Holders
451
Holders Change
+77
Holders Change %
+20.59%
% of All Funds
8.89%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
97
Increased
110
Reduced
118
Closed
17
Calls
$2.22M
Puts
$1.07M
Net Calls
+$1.15M
Net Calls Change
-$85K

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$77.1M
2
MCM
Mainstay Capital Management
Michigan
+$16.1M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$14.1M
4
BlackRock
BlackRock
New York
+$6.6M
5
Bank of America
Bank of America
North Carolina
+$6.4M

Top Sellers

Rank Fund Capital Flow
1
PCG
Private Capital Group
Connecticut
-$6.25M
2
UBS Group
UBS Group
Switzerland
-$6.25M
3
Jane Street
Jane Street
New York
-$5.07M
4
Ameriprise
Ameriprise
Minnesota
-$4.98M
5
VF
Virtu Financial
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
276
Milestone Advisory Partners
North Carolina
$326K – – –
BCWM
277
Blue Chip Wealth Management
Florida
$323K +$435 +8 +0.1%
CFA
278
Carroll Financial Associates
North Carolina
$321K -$86.2K -1,584 -22%
AIM
279
Allen Investment Management
New York
$318K – – –
CDIA
280
Capital Directions Investment Advisors
Georgia
$318K – – –
OPS
281
Orion Portfolio Solutions
Nebraska
$314K +$293K +5,392 New
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$312K +$2.18K +40 +0.8%
HIA
283
Harbor Investment Advisory
Maryland
$308K +$288K +5,300 New
APP
284
Avantax Planning Partners
Iowa
$304K – – –
GRP
285
Global Retirement Partners
California
$304K +$7.62K +140 +3%
SG
286
StoneX Group
New York
$302K +$49K +900 +21%
WS
287
Wedbush Securities
California
$301K -$218 -4 -0.1%
Fiera Capital (Canada)
288
Fiera Capital (Canada)
Quebec, Canada
$301K – – –
PBO
289
Peoples Bank (Ohio)
Ohio
$301K – – –
VFA
290
Valeo Financial Advisors
Indiana
$301K +$15.9K +292 +6%
CA
291
Calton & Associates
Florida
$297K -$159K -2,932 -37%
JWBC
292
J.W. Burns & Co
New York
$297K – – –
DI
293
DAGCO Inc
Ohio
$293K -$3.26K -60 -1%
HFA
294
High Falls Advisors
New York
$290K – – –
MCM
295
MV Capital Management
Maryland
$290K – – –
SIC
296
Samalin Investment Counsel
New York
$289K +$271K +4,980 New
PA
297
PFG Advisors
Arizona
$287K -$14.6K -268 -5%
LWA
298
Lenox Wealth Advisors
New York
$281K – – –
PAM
299
Premier Asset Management
Illinois
$280K – – –
AWA
300
Acorn Wealth Advisors
Michigan
$279K +$218 +4 +0.1%
10 11
12
13 14

IYW Hedge Fund Activity: Q4 2019 in Review

451 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2019, worth a combined $2.18B — up 25% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYW positions and 17 closed out — a net gain of 80 holders — while 110 added to existing stakes and 118 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $77.1M. The largest seller was Private Capital Group, cutting an estimated $6.25M.

  • 451 institutional investors held iShares US Technology ETF (IYW) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $2.18B of iShares US Technology ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 97 funds opened new iShares US Technology ETF positions in Q4 2019 and 17 closed out, a net change of +80 holders.
  • The largest iShares US Technology ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $77.1M added.
  • The largest iShares US Technology ETF seller in Q4 2019 was Private Capital Group, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2019.