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iShares US Technology ETF

551 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $798K

0.99% more ownership

Funds ownership: 43.36%44.35% (+0.99%)

1% more capital invested

Capital invested by funds: $2.94B → $2.96B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less funds holding

Funds holding: 563551 (-12)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

43% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 221

Holders
551
Holders Change
-12
Holders Change %
-2.13%
% of All Funds
9.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
126
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Concord Wealth Partners
Virginia
$698K -$1.08M -12,332 -61%
WI
277
Wintrust Investments
Illinois
$692K +$691K +7,891 New
TPWA
278
TRUE Private Wealth Advisors
Oregon
$688K
AIC
279
Ameritas Investment Company
Nebraska
$684K -$1.29M -14,669 -65%
CAM
280
Cresset Asset Management
Illinois
$682K +$681K +7,774 New
BOS
281
Bingham Osborn & Scarborough
California
$680K -$40.3K -460 -6%
DC
282
Davenport & Co
Virginia
$677K -$130K -1,481 -16%
KA
283
Kovack Advisors
Florida
$670K -$5.61K -64 -0.8%
AF
284
Affiance Financial
Minnesota
$665K
NP
285
NorthRock Partners
Minnesota
$656K
EH
286
Equitable Holdings
New York
$653K -$75.3K -860 -10%
QCM
287
Quest Capital Management
Texas
$645K +$17.3K +198 +3%
RWA
288
Ropes Wealth Advisors
Massachusetts
$639K
AWC
289
Abundance Wealth Counselors
Pennsylvania
$629K -$520K -5,930 -45%
RSWM
290
Robertson Stephens Wealth Management
California
$625K +$624K +7,127 New
MCM
291
MAI Capital Management
Ohio
$624K +$266K +3,037 +74%
SIG
292
Sargent Investment Group
Maryland
$609K +$245K +2,800 +68%
GP
293
Girard Partners
Pennsylvania
$599K
PIN
294
Prudent Investors Network
California
$593K +$102K +1,168 +21%
PP
295
Palladium Partners
Virginia
$588K
VCM
296
Vivaldi Capital Management
Illinois
$566K -$68.3K -780 -11%
VFA
297
Voya Financial Advisors
Connecticut
$563K -$33.1K -378 -5%
SCM
298
Schnieders Capital Management
California
$560K
VCM
299
Verger Capital Management
North Carolina
$560K +$613 +7 +0.1%
SWM
300
SeaCrest Wealth Management
New York
$555K +$172K +1,961 +45%

IYW Hedge Fund Activity: Q1 2021 in Review

551 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2021, worth a combined $2.96B — up 0.61% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYW and 41 opened new positions — a net loss of 5 holders — while 221 trimmed existing stakes and 126 added.

The largest buyer was Financial Perspectives, adding an estimated $85.5M. The largest seller was Bank of Montreal, cutting an estimated $27.1M.

  • 551 institutional investors held iShares US Technology ETF (IYW) as of Q1 2021, down from 563 in Q4 2020.
  • Funds reported $2.96B of iShares US Technology ETF stock for Q1 2021, up 0.61% quarter-over-quarter.
  • 41 funds opened new iShares US Technology ETF positions in Q1 2021 and 46 closed out, a net change of -5 holders.
  • The largest iShares US Technology ETF buyer in Q1 2021 was Financial Perspectives, an estimated $85.5M added.
  • The largest iShares US Technology ETF seller in Q1 2021 was Bank of Montreal, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2021.