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iShares US Technology ETF
IYW

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: 370 → 387 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
AP
Advisors Preferred
Maryland
+$23.6M
2
Barclays
Barclays
United Kingdom
+$23.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.9M
4
TRCT
Tower Research Capital (TRC)
New York
+$5.09M
5
BlackRock
BlackRock
New York
+$4.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$27.3M
2
Morgan Stanley
Morgan Stanley
New York
-$12.4M
3
FEM
Fulcrum Equity Management
Texas
-$10.9M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$9.51M
5
NA
Navellier & Associates
Nevada
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
326
Lehman & Derafelo Financial Resources
Pennsylvania
$62K – – –
CPA
327
Clear Perspective Advisors
Illinois
$59K +$58.7K +1,200 New
BAM
328
Barrett Asset Management
New York
$51K – – –
BFC
329
Bedel Financial Consulting
Indiana
$51K – – –
CCM
330
Cribstone Capital Management
Maine
$51K +$31.3K +640 +160%
RBC
331
Roble Belko & Company
Pennsylvania
$49K – – –
SF
332
Synovus Financial
Georgia
$49K – – –
VCM
333
Vigilant Capital Management
Maine
$49K – – –
VC
334
Vestor Capital
Illinois
$46K – – –
MFT
335
Moisand Fitzgerald Tamayo
Florida
$45K – – –
SC
336
Sawyer & Company
Massachusetts
$45K – – –
OIA
337
OneDigital Investment Advisors
Kansas
$44K +$196 +4 +0.5%
WB
338
Webster Bank
Connecticut
$43K – – –
KTC
339
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
WEC
340
Winslow Evans & Crocker
Massachusetts
$40K – – –
SWP
341
Strategic Wealth Partners
Ohio
$39K – – –
RIA
342
RPG Investment Advisory
California
$36K – – –
UBS AM
343
UBS AM
Illinois
$35.2K – – –
PCA
344
Providence Capital Advisors
North Carolina
$35K – – –
WCG
345
Weaver Consulting Group
California
$35K – – –
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$34K +$33.2K +680 New
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$34K +$33.2K +680 New
SIC
348
Salem Investment Counselors
North Carolina
$33K +$32.3K +660 New
FPFS
349
First Personal Financial Services
North Carolina
$33K +$32.5K +664 New
SWA
350
Sutton Wealth Advisors
Florida
$32.5K – – –
12 13
14
15 16

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.