We are live on ! Find out more
IYW icon

iShares US Technology ETF

551 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $798K

0.99% more ownership

Funds ownership: 43.36%44.35% (+0.99%)

1% more capital invested

Capital invested by funds: $2.94B → $2.96B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less funds holding

Funds holding: 563551 (-12)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

43% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 221

Holders
551
Holders Change
-12
Holders Change %
-2.13%
% of All Funds
9.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
126
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$385K -$194K -2,210 -34%
TA
352
TFG Advisers
Michigan
$382K +$3.77K +43 +1%
LWA
353
Lenox Wealth Advisors
New York
$375K -$48.2K -550 -11%
CPIG
354
Chicago Partners Investment Group
Illinois
$373K +$13.1K +150 +4%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$371K
IWA
356
Intercontinental Wealth Advisors
Texas
$371K
BF
357
BOK Financial
Oklahoma
$365K -$20.7K -236 -5%
EVM
358
Eaton Vance Management
Massachusetts
$365K -$8.76K -100 -2%
SIC
359
Samalin Investment Counsel
New York
$362K -$13.6K -155 -4%
DI
360
DAGCO Inc
Ohio
$361K -$17.5K -200 -5%
AB
361
Atlas Brown
Kentucky
$360K -$8.59K -98 -2%
BBNA
362
Bremer Bank National Association
Minnesota
$355K -$52.9K -604 -13%
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$351K -$182K -2,076 -34%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$351K
HH
365
Hilltop Holdings
Texas
$345K
GWA
366
GGM Wealth Advisors
Maryland
$339K -$167K -1,909 -34%
FIG
367
FundX Investment Group
California
$335K -$1.58M -18,085 -83%
NGA
368
Naples Global Advisors
Florida
$333K -$17.5K -200 -5%
IA
369
IFP Advisors
Florida
$333K +$36.8K +420 +12%
DADC
370
D.A. Davidson & Co
Montana
$331K +$263 +3 +0.1%
GW
371
GW & Wade
Massachusetts
$329K +$81.8K +934 +33%
AP
372
Advisor Partners
California
$328K -$26.5K -302 -7%
EL
373
EQ LLC
Washington
$326K -$67.6K -772 -17%
SQA
374
Simon Quick Advisors
New Jersey
$324K
XF
375
XML Financial
Maryland
$322K -$93.2K -1,064 -22%

IYW Hedge Fund Activity: Q1 2021 in Review

551 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2021, worth a combined $2.96B — up 0.61% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYW and 41 opened new positions — a net loss of 5 holders — while 221 trimmed existing stakes and 126 added.

The largest buyer was Financial Perspectives, adding an estimated $85.5M. The largest seller was Bank of Montreal, cutting an estimated $27.1M.

  • 551 institutional investors held iShares US Technology ETF (IYW) as of Q1 2021, down from 563 in Q4 2020.
  • Funds reported $2.96B of iShares US Technology ETF stock for Q1 2021, up 0.61% quarter-over-quarter.
  • 41 funds opened new iShares US Technology ETF positions in Q1 2021 and 46 closed out, a net change of -5 holders.
  • The largest iShares US Technology ETF buyer in Q1 2021 was Financial Perspectives, an estimated $85.5M added.
  • The largest iShares US Technology ETF seller in Q1 2021 was Bank of Montreal, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2021.