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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
PCM
301
Princeton Capital Management
New Jersey
$147K
WTC
302
WhitTier Trust Company
Nevada
$134K
ESB
303
Essex Savings Bank
Connecticut
$133K
IF
304
Ironwood Financial
Arizona
$132K
BWA
305
BDO Wealth Advisors
Florida
$130K
AIP
306
Almanack Investment Partners
Pennsylvania
$129K +$128K +2,616 New
FM
307
Family Management
New York
$126K +$124K +2,540 New
HDIM
308
Hanson & Doremus Investment Management
Vermont
$125K -$25.4K -520 -17%
RE
309
RBC Europe
United Kingdom
$123K
BWM
310
Baystate Wealth Management
Massachusetts
$122K -$9.58K -196 -7%
Deutsche Bank
311
Deutsche Bank
Germany
$118K
CTC
312
Central Trust Company
Missouri
$116K
BDS
313
Banco de Sabadell
Florida
$112K +$111K +2,268 New
BCA
314
Berman Capital Advisors
Georgia
$111K +$391 +8 +0.4%
BAM
315
Belpointe Asset Management
Nevada
$108K +$107K +2,180 New
BCA
316
Bray Capital Advisors
Florida
$106K
GSWM
317
Golden State Wealth Management
California
$99K -$97.8K -2,000 -50%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$96K -$39.1K -800 -29%
HI
319
Human Investing
Oregon
$86K
CFG
320
Citizens Financial Group
Rhode Island
$86K +$196 +4 +0.2%
CFD
321
Creative Financial Designs
Indiana
$84K +$196 +4 +0.2%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K
OIA
323
Optimum Investment Advisors
Illinois
$79K
RFA
324
Reilly Financial Advisors
California
$65K
WIM
325
Westside Investment Management
California
$63.7K +$352K +7,204 New

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.