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iShares US Technology ETF
IYW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
61
Increased
77
Reduced
126
Closed
24
Calls
$5.42M
Puts
$2.95M
Net Calls
+$2.47M
Net Calls Change
-$318K

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$15.4M
2
GC
2
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.3M
4
NA
4
Navellier & Associates
Nevada
$9.54M
5
OWD
5
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
2
Bank of America
North Carolina
$253M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.2M
4
PIM
4
Parker Investment Management
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
301
Peddock Capital Advisors
Massachusetts
$93K – – –
HI
302
Human Investing
Oregon
$83K – – –
CFG
303
Citizens Financial Group
Rhode Island
$83K +$83K +1,744 New
CFD
304
Creative Financial Designs
Indiana
$80K +$30.1K +628 +60%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K – – –
OIA
306
Optimum Investment Advisors
Illinois
$76K +$190 +4 +0.3%
EWM
307
Executive Wealth Management
Michigan
$68K +$68K +1,428 New
RFA
308
Reilly Financial Advisors
California
$62K +$40.1K +844 +183%
RCAG
309
Rehmann Capital Advisory Group
Michigan
$61.9K +$61.9K +1,300 New
LDFR
310
Lehman & Derafelo Financial Resources
Pennsylvania
$58K – – –
BAM
311
Barrett Asset Management
New York
$50K – – –
BFC
312
Bedel Financial Consulting
Indiana
$49K – – –
SF
313
Synovus Financial
Georgia
$48K – – –
RBC
314
Roble Belko & Company
Pennsylvania
$48K – – –
VCM
315
Vigilant Capital Management
Maine
$48K +$48K +1,000 New
VC
316
Vestor Capital
Illinois
$44K -$8.5K -180 -16%
SC
317
Sawyer & Company
Massachusetts
$44K – – –
MFT
318
Moisand Fitzgerald Tamayo
Florida
$43K – – –
WB
319
Webster Bank
Connecticut
$42K – – –
OIA
320
OneDigital Investment Advisors
Kansas
$42K – – –
WEC
321
Winslow Evans & Crocker
Massachusetts
$40K – – –
RFC
322
Regions Financial Corp
Alabama
$39K – – –
SWP
323
Strategic Wealth Partners
Ohio
$39K – – –
DWM
324
Destination Wealth Management
California
$39K +$19K +400 +95%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
11 12
13
14 15