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iShares US Technology ETF
IYW

451 hedge funds and large institutions have $2.18B invested in iShares US Technology ETF in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 17

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

107% more call options, than puts

Call options by funds: $2.22M | Put options by funds: $1.07M

25% more capital invested

Capital invested by funds: $1.75B → $2.18B (+$439M)

21% more funds holding

Funds holding: 374 → 451 (+77)

12.29% more ownership

Funds ownership: 168.15% → 180.44% (+12%)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

Holders
451
Holders Change
+77
Holders Change %
+20.59%
% of All Funds
8.89%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
97
Increased
110
Reduced
118
Closed
17
Calls
$2.22M
Puts
$1.07M
Net Calls
+$1.15M
Net Calls Change
-$85K

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$77.1M
2
MCM
Mainstay Capital Management
Michigan
+$16.1M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$14.1M
4
BlackRock
BlackRock
New York
+$6.6M
5
Bank of America
Bank of America
North Carolina
+$6.4M

Top Sellers

Rank Fund Capital Flow
1
PCG
Private Capital Group
Connecticut
-$6.25M
2
UBS Group
UBS Group
Switzerland
-$6.25M
3
Jane Street
Jane Street
New York
-$5.07M
4
Ameriprise
Ameriprise
Minnesota
-$4.98M
5
VF
Virtu Financial
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
326
Financial Gravity Asset Management
Texas
$233K -$30.5K -560 -43%
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$233K – – –
HI
328
HBK Investments
Texas
$233K +$218K +4,000 New
TA
329
TFG Advisers
Michigan
$230K -$4.35K -80 -2%
MC
330
Moors & Cabot
Massachusetts
$228K +$10.9K +200 +5%
CPO
331
Cerity Partners OCIO
New York
$221K +$190K +3,488 New
PCA
332
Personal Capital Advisors
California
$221K +$206K +3,792 New
NGA
333
Naples Global Advisors
Florida
$221K +$207K +3,800 New
Nomura Asset Management
334
Nomura Asset Management
Japan
$221K +$207K +3,800 New
RMAM
335
Raab & Moskowitz Asset Management
New Jersey
$215K +$201K +3,704 New
Allianz Asset Management
336
Allianz Asset Management
Germany
$214K +$200K +3,680 New
AMG
337
Advisors Management Group
Wisconsin
$212K +$198K +3,636 New
HCM
338
Hudson Capital Management
New Jersey
$212K +$198K +3,640 New
LWA
339
LWS Wealth Advisors
New Jersey
$211K +$197K +3,624 New
CA
340
Commerzbank Aktiengesellschaft
Germany
$209K +$196K +3,600 New
FCBT
341
First Citizens Bank & Trust
North Carolina
$205K +$192K +3,528 New
WWM
342
Western Wealth Management
Colorado
$204K +$190K +3,496 New
MSR
343
Main Street Research
Connecticut
$203K +$190K +3,488 New
CWM
344
Cahaba Wealth Management
Georgia
$203K +$191K +3,504 New
AIM
345
Anchor Investment Management
South Carolina
$203K -$1.3K -24 -0.7%
BFG
346
Barber Financial Group
Kansas
$202K -$76.8K -1,412 -29%
JFG
347
JMG Financial Group
Illinois
$202K +$189K +3,480 New
ADL
348
Asset Dedication LLC
California
$186K – – –
FPS
349
Fieldpoint Private Securities
Connecticut
$184K -$1.09K -20 -0.6%
FRA
350
Front Row Advisors
California
$184K – – –
12 13
14
15 16

IYW Hedge Fund Activity: Q4 2019 in Review

451 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2019, worth a combined $2.18B — up 25% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IYW positions and 17 closed out — a net gain of 80 holders — while 110 added to existing stakes and 118 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $77.1M. The largest seller was Private Capital Group, cutting an estimated $6.25M.

  • 451 institutional investors held iShares US Technology ETF (IYW) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $2.18B of iShares US Technology ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 97 funds opened new iShares US Technology ETF positions in Q4 2019 and 17 closed out, a net change of +80 holders.
  • The largest iShares US Technology ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $77.1M added.
  • The largest iShares US Technology ETF seller in Q4 2019 was Private Capital Group, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2019.