IYW icon

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 %
WCG
326
Weaver Consulting Group
California
$35K +$35K +716 New
TA
327
TCG Advisors
Texas
$35K +$35K +728 New
RIA
328
RPG Investment Advisory
California
$34K – – –
UBS AM
329
UBS AM
Illinois
$33.9K -$5.34K -112 -14%
PCA
330
Providence Capital Advisors
North Carolina
$33K – – –
SWA
331
Sutton Wealth Advisors
Florida
$31.3K – – –
FCMT
332
Founders Capital Management (Texas)
Texas
$29K – – –
CAC
333
Certified Advisory Corp
Florida
$29K +$193 +4 +0.7%
HWA
334
Heritage Wealth Advisors
Virginia
$28.6K – – –
FHA
335
Flagship Harbor Advisors
Massachusetts
$26K -$62.6K -1,348 -71%
BWA
336
Burt Wealth Advisors
Maryland
$26K – – –
CWA
337
Clarus Wealth Advisors
Arizona
$23K – – –
RCA
338
Rowland Carmichael Advisors
Arizona
$21K – – –
CCM
339
Cribstone Capital Management
Maine
$19K – – –
CFG
340
CKW Financial Group
Hawaii
$19K – – –
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$19K +$19K +400 New
CIAS
342
Capital Investment Advisory Services
North Carolina
$18K – – –
HFM
343
Hartford Financial Management
Connecticut
$17K – – –
TNBTD
344
Trustmark National Bank Trust Department
Mississippi
$15K – – –
WCM
345
Whitener Capital Management
North Carolina
$15K – – –
FCFS
346
First Command Financial Services
Texas
$14K +$14K +296 New
FCB
347
First Command Bank
Texas
$14K +$14K +296 New
S
348
SignatureFD
Georgia
$13K +$13K +272 New
GWMIA
349
Global Wealth Management Investment Advisory
Florida
$12K – – –
CAL
350
Capital Analysts LLC
Pennsylvania
$12K +$12K +264 New
12 13
14
15 16