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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
Fulcrum Equity Management
Texas
$15.4M
2
GC
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.3M
4
NA
Navellier & Associates
Nevada
$9.54M
5
OWD
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
Bank of America
North Carolina
$253M
3
Goldman Sachs
Goldman Sachs
New York
$21.2M
4
PIM
Parker Investment Management
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
351
Centaurus Financial
California
$11.9K +$11.1K +8,452 +1,296%
AA
352
AlphaMark Advisors
Kentucky
$10K – – –
BNP Paribas Financial Markets
353
BNP Paribas Financial Markets
France
$9.53K – – –
AIM
354
Advantage Investment Management
Iowa
$9K -$13.8K -300 -60%
AF
355
Allworth Financial
California
$8K +$8K +160 New
TFGT
356
TS Financial Group (TSFG)
Illinois
$8K +$8K +160 New
1NWS
357
1 North Wealth Services
Maryland
$7K -$7K -140 -50%
AWM
358
Avior Wealth Management
Nebraska
$6K – – –
BCWM
359
Bartlett & Co Wealth Management
Ohio
$5.04K – – –
BC
360
Bartlett & Co
Ohio
$5K – – –
EWM
361
Elmwood Wealth Management
California
$5K – – –
LWA
362
Lowe Wealth Advisors
Maryland
$5K +$5K +120 New
HI
363
Hudock Inc
Pennsylvania
$4K – – –
MWM
364
Mascoma Wealth Management
New Hampshire
$4K – – –
YWP
365
YorkBridge Wealth Partners
New York
$4K – – –
ANBT
366
American National Bank & Trust
Texas
$4K +$4K +92 New
RTC
367
Riverview Trust Company
Washington
$2K +$2K +48 New
AssetMark Inc
368
AssetMark Inc
California
$1K – – –
MWC
369
MKD Wealth Coaches
Michigan
$1K +$1K +28 New
GT
370
Glenmede Trust
Pennsylvania
$597 – – –
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$358 +$11 +224 +3%
PIM
372
Parker Investment Management
California
– -$15.8M -396,000 Closed
TFA
373
Transamerica Financial Advisors
Florida
– -$1.94M -48,444 Closed
KFA
374
Kays Financial Advisory
Georgia
– -$1.41M -35,312 Closed
Manulife (Manufacturers Life Insurance)
375
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.3M -32,500 Closed
12 13 14
15
16