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iShares US Technology ETF

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.99% more ownership

Funds ownership: 40.56%41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
326
Sargent Investment Group
Maryland
$703K
MLIC
327
Mandatum Life Insurance Company
Finland
$699K +$209K +2,000 +41%
CAS
328
Cascadia Advisory Services
Oregon
$698K +$423K +4,056 +143%
FHA
329
First Horizon Advisors
Tennessee
$695K +$301K +2,887 +72%
GP
330
Girard Partners
Pennsylvania
$691K
RFWA
331
RPg Family Wealth Advisory
Massachusetts
$691K +$12.3K +118 +2%
LA
332
LexAurum Advisors
Kansas
$681K +$426K +4,084 +155%
PP
333
Palladium Partners
Virginia
$679K
ATPW
334
Ashton Thomas Private Wealth
Arizona
$674K +$694K +6,652 New
AF
335
Allworth Financial
California
$668K
AF
336
Affiance Financial
Minnesota
$656K
RWA
337
Ropes Wealth Advisors
Massachusetts
$654K -$73K -700 -10%
VCM
338
Verger Capital Management
North Carolina
$648K +$417 +4 +0.1%
SCM
339
Schnieders Capital Management
California
$646K
APW
340
Aurora Private Wealth
New Jersey
$645K +$664K +6,368 New
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$641K +$96.5K +925 +17%
VCM
342
Vivaldi Capital Management
Illinois
$633K
AWM
343
Apollon Wealth Management
South Carolina
$631K +$69.1K +662 +12%
SWM
344
SeaCrest Wealth Management
New York
$628K +$9.7K +93 +2%
DP
345
DDD Partners
Washington
$618K +$637K +6,102 New
C1AG
346
Client 1st Advisory Group
Florida
$616K +$634K +6,079 New
SS
347
Sunbelt Securities
Texas
$614K
RFM
348
Royal Fund Management
Florida
$613K +$633K +6,062 New
KPWS
349
Kestra Private Wealth Services
Texas
$608K +$20K +192 +3%
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$607K +$1.15K +11 +0.2%

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.