We are live on ! Find out more
IYW icon

iShares US Technology ETF
IYW

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: 565 → 637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$54.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
3
Wells Fargo
Wells Fargo
California
+$37.5M
4
5L
55I LLC
Massachusetts
+$26.6M
5
LPL Financial
LPL Financial
California
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$40.9M
2
HCM
Howard Capital Management
Georgia
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
351
Creative Financial Designs
Indiana
$582K +$425K +4,069 +242%
ST
352
Spinnaker Trust
Maine
$565K – – –
HFA
353
High Falls Advisors
New York
$564K +$1.88K +18 +0.3%
PIN
354
Prudent Investors Network
California
$559K – – –
FHC
355
First Heartland Consultants
Missouri
$557K -$3.96K -38 -0.7%
AIM
356
Allen Investment Management
New York
$553K – – –
CWM
357
Circle Wealth Management
New Jersey
$552K – – –
MFG
358
Magnus Financial Group
New York
$550K +$2.3K +22 +0.4%
MPM
359
Meritage Portfolio Management
Kansas
$545K – – –
GRP
360
Global Retirement Partners
California
$542K +$18.5K +177 +3%
CAMG
361
CWA Asset Management Group
Florida
$539K – – –
WS
362
Wedbush Securities
California
$537K +$19.8K +190 +4%
OPWM
363
Oxinas Partners Wealth Management
Indiana
$536K – – –
AWE
364
Avidian Wealth Enterprises
Texas
$535K +$15.8K +151 +3%
WP
365
WealthPLAN Partners
Nebraska
$531K +$195K +1,870 +68%
APP
366
Avantax Planning Partners
Iowa
$529K – – –
OWA
367
Outlook Wealth Advisors
Texas
$529K +$68.7K +658 +14%
EWM
368
Endurance Wealth Management
Rhode Island
$527K – – –
GG
369
Gofen & Glossberg
Illinois
$527K – – –
TVAMP
370
Tennessee Valley Asset Management Partners
Tennessee
$526K +$542K +5,190 New
SC
371
Sepio Capital
Utah
$523K – – –
SMG
372
Spectrum Management Group
Indiana
$519K +$535K +5,130 New
SF
373
Synovus Financial
Georgia
$513K -$140K -1,343 -21%
MWM
374
Merriman Wealth Management
Washington
$506K +$522K +5,000 New
MCM
375
MV Capital Management
Maryland
$505K – – –
13 14
15
16 17

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.