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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
Bank Julius Baer & Co
301
Bank Julius Baer & Co
Switzerland
$541K +$22.8K +260 +4%
CFA
302
Carroll Financial Associates
North Carolina
$538K -$36.9K -421 -6%
GIA
303
Gladstone Institutional Advisory
Florida
$537K +$5.52K +63 +1%
SW
304
SVB Wealth
Massachusetts
$536K -$49.1K -560 -8%
SFA
305
Sequoia Financial Advisors
Ohio
$524K -$7.01K -80 -1%
GRP
306
Global Retirement Partners
California
$522K
EWM
307
Endurance Wealth Management
Rhode Island
$517K
FHC
308
First Heartland Consultants
Missouri
$498K -$82.5K -942 -14%
ST
309
Spinnaker Trust
Maine
$489K
AWM
310
Apollon Wealth Management
South Carolina
$488K +$488K +5,570 New
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$486K +$59.3K +677 +14%
AIM
312
Allen Investment Management
New York
$479K
HVIA
313
Hudson Valley Investment Advisors
New York
$479K
CWM
314
Circle Wealth Management
New Jersey
$478K
MFG
315
Magnus Financial Group
New York
$476K -$182K -2,080 -28%
MPM
316
Meritage Portfolio Management
Kansas
$472K
CAMG
317
CWA Asset Management Group
Florida
$467K -$26.9K -307 -5%
KPWS
318
Kestra Private Wealth Services
Texas
$464K -$2.89K -33 -0.6%
OPWM
319
Oxinas Partners Wealth Management
Indiana
$464K
AWE
320
Avidian Wealth Enterprises
Texas
$458K -$8.24K -94 -2%
APP
321
Avantax Planning Partners
Iowa
$458K
GG
322
Gofen & Glossberg
Illinois
$456K
SC
323
Sepio Capital
Utah
$453K
BFEC
324
Benjamin F. Edwards & Company
Missouri
$451K +$26.5K +302 +6%
WS
325
Wedbush Securities
California
$448K -$526 -6 -0.1%

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.