iShares US Technology ETF
IYW
336 hedge funds and large institutions have $1.89B invested in iShares US Technology ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 26 closing their positions.
122% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $2.15M
35% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 26
2% more funds holding
Funds holding: 328 → 336 (+8)
3% more capital invested
Capital invested by funds: $1.84B → $1.89B (+$49.2M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 97
13.26% less ownership
Funds ownership: 183.81% → 170.55% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.01M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$5.8M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 5 |
Jane Street
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$105M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$34.5M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$19.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.8M |
| 5 |
SG Americas Securities
New York
|
-$9.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFP
351
Gryphon Financial Partners
Columbus,
Ohio
| – | -$224K | -5,032 | Closed |
|
|
WP
352
WealthPLAN Partners
Omaha,
Nebraska
| – | -$216K | -4,840 | Closed |
|
|
BC
353
Burney Company
Reston,
Virginia
| – | -$211K | -4,736 | Closed |
|
|
NFC
354
Northeast Financial Consultants
Westport,
Connecticut
| – | -$201K | -4,520 | Closed |
|
355
SEI Investments
Oaks,
Pennsylvania
| – | -$135K | -3,020 | Closed |
|
|
CPA
356
Clear Perspective Advisors
Aurora,
Illinois
| – | -$71K | -1,600 | Closed |
|
|
BCA
357
Bay Colony Advisors
Concord,
Massachusetts
| – | -$43K | -964 | Closed |
|
|
WT
358
Washington Trust
Westerly,
Rhode Island
| – | -$36K | -800 | Closed |
|
|
TC
359
Trilogy Capital
Irvine,
California
| – | -$20K | -440 | Closed |
|
|
SMFS
360
Squar Milner Financial Services
Irvine,
California
| – | -$18K | -400 | Closed |
|
|
RFM
361
Royal Fund Management
Lady Lake,
Florida
| – | -$13K | -300 | Closed |
|
|
B
362
Bridgeworth
Birmingham,
Alabama
| – | -$1K | -32 | Closed |
|
IYW Hedge Fund Activity: Q3 2018 in Review
336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2018, worth a combined $1.89B — up 2.7% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IYW positions and 26 closed out — a net gain of 9 holders — while 96 added to existing stakes and 97 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.01M. The largest seller was Pinnacle Advisory Group, cutting an estimated $105M.
- 336 institutional investors held iShares US Technology ETF (IYW) as of Q3 2018, up from 328 in Q2 2018.
- Funds reported $1.89B of iShares US Technology ETF stock for Q3 2018, up 2.7% quarter-over-quarter.
- 35 funds opened new iShares US Technology ETF positions in Q3 2018 and 26 closed out, a net change of +9 holders.
- The largest iShares US Technology ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.01M added.
- The largest iShares US Technology ETF seller in Q3 2018 was Pinnacle Advisory Group, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2018.