iShares US Technology ETF
563 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 196 reducing their positions, and 26 closing their positions.
258% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 26
108% more call options, than puts
Call options by funds: $6.34M | Put options by funds: $3.05M
12% more funds holding
Funds holding: 502 → 563 (+61)
8% more capital invested
Capital invested by funds: $2.74B → $2.94B (+$206M)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
34% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 196
137.11% less ownership
Funds ownership: 180.46% → 43.36% (-137%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.01M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$6.58M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.02M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.16M |
| 5 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$64.7M |
| 2 |
Goldman Sachs
New York
|
-$58.4M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$37.1M |
| 4 |
Morgan Stanley
New York
|
-$12.9M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$9.8M |
IYW Hedge Fund Activity: Q4 2020 in Review
563 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2020, worth a combined $2.94B — up 7.5% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IYW positions and 26 closed out — a net gain of 67 holders — while 130 added to existing stakes and 196 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.01M. The largest seller was Bank of America, cutting an estimated $64.7M.
- 563 institutional investors held iShares US Technology ETF (IYW) as of Q4 2020, up from 502 in Q3 2020.
- Funds reported $2.94B of iShares US Technology ETF stock for Q4 2020, up 7.5% quarter-over-quarter.
- 93 funds opened new iShares US Technology ETF positions in Q4 2020 and 26 closed out, a net change of +67 holders.
- The largest iShares US Technology ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $7.01M added.
- The largest iShares US Technology ETF seller in Q4 2020 was Bank of America, an estimated $64.7M sold.
Based on aggregated 13F filings for Q4 2020.