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iShares US Technology ETF

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: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
276
American Institute for Advanced Investment Management
Arizona
$1.01M -$20.9K -200 -2%
FANJ
277
Financial Architects (New Jersey)
New Jersey
$998K +$44.7K +428 +5%
BIC
278
Beach Investment Counsel
Pennsylvania
$992K
FCH
279
Freestone Capital Holdings
Washington
$989K +$32.7K +313 +3%
TW
280
TrinityPoint Wealth
Connecticut
$970K +$46K +441 +5%
CCA
281
Conservest Capital Advisors
Pennsylvania
$961K +$40K +383 +4%
CFA
282
Carroll Financial Associates
North Carolina
$955K +$344K +3,296 +54%
WP
283
WealthSource Partners
California
$953K +$185K +1,775 +23%
GFP
284
Gryphon Financial Partners
Ohio
$950K -$4.9K -47 -0.5%
CA
285
Calton & Associates
Florida
$949K +$979K +9,378 New
UCMOK
286
United Capital Management of KS
Kansas
$932K -$6.99K -67 -0.7%
IWC
287
Integrated Wealth Concepts
Massachusetts
$929K +$727K +6,968 +316%
Brown Advisory
288
Brown Advisory
Maryland
$927K
CIA
289
Choate Investment Advisors
Massachusetts
$918K
RC
290
RegentAtlantic Capital
New Jersey
$918K +$25.3K +242 +3%
MCM
291
MAI Capital Management
Ohio
$903K +$20.2K +194 +2%
WB
292
WesBanco Bank
West Virginia
$902K -$52.2K -500 -5%
VWA
293
V Wealth Advisors
Kansas
$894K +$209 +2 +0%
PWLP
294
Prio Wealth Limited Partnership
Massachusetts
$866K +$15.7K +150 +2%
BA
295
Ballew Advisors
Mississippi
$865K -$18.4K -176 -2%
DLCIG
296
D.L. Carlson Investment Group
New Hampshire
$862K -$522 -5 -0.1%
BTWM
297
Baker Tilly Wealth Management
Wisconsin
$861K +$887K +8,501 New
Millennium Management
298
Millennium Management
New York
$859K +$886K +8,488 New
CBA
299
Coastal Bridge Advisors
Connecticut
$854K -$182K -1,747 -17%
CTA
300
Chesley Taft & Associates
Illinois
$851K

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.