iShares US Technology ETF
IYW
341 hedge funds and large institutions have $1.55B invested in iShares US Technology ETF in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 122 reducing their positions, and 45 closing their positions.
362% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $768K
20% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 45
6.93% more ownership
Funds ownership: 170.55% → 177.48% (+6.9%)
1% more funds holding
Funds holding: 336 → 341 (+5)
18% less capital invested
Capital invested by funds: $1.89B → $1.55B (-$340M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
38% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$49.6M |
| 2 |
Goldman Sachs
New York
|
+$34.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$25.5M |
| 4 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$17.2M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.1M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$39K | -800 | Closed |
|
|
SFM
377
Signet Financial Management
Parsippany,
New Jersey
| – | -$38K | -776 | Closed |
|
|
MWM
378
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$23K | -488 | Closed |
|
|
IGGA
379
Iron Gate Global Advisors
Nsl,
Utah
| – | -$17K | -412 | Closed |
|
|
SFSG
380
Stearns Financial Services Group
Greensboro,
North Carolina
| – | -$15.6K | -360 | Closed |
|
|
SCM
381
Southport Capital Management
Chattanooga,
Tennessee
| – | -$13K | -272 | Closed |
|
|
S
382
SignatureFD
Atlanta,
Georgia
| – | -$10K | -200 | Closed |
|
|
AAP
383
Arax Advisory Partners
Denver,
Colorado
| – | -$8K | -164 | Closed |
|
|
ECM
384
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$5K | -100 | Closed |
|
|
CAG
385
Csenge Advisory Group
Clearwater,
Florida
| – | -$1K | -40 | Closed |
|
|
WC
386
Whitney & Co
Rochester,
New York
| – | -$1K | -24 | Closed |
|
IYW Hedge Fund Activity: Q4 2018 in Review
341 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2018, worth a combined $1.55B — down 18% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IYW positions and 45 closed out — a net gain of 9 holders — while 76 added to existing stakes and 122 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $34.3M.
- 341 institutional investors held iShares US Technology ETF (IYW) as of Q4 2018, up from 336 in Q3 2018.
- Funds reported $1.55B of iShares US Technology ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 54 funds opened new iShares US Technology ETF positions in Q4 2018 and 45 closed out, a net change of +9 holders.
- The largest iShares US Technology ETF buyer in Q4 2018 was RiverFront Investment Group, an estimated $49.6M added.
- The largest iShares US Technology ETF seller in Q4 2018 was Morgan Stanley, an estimated $34.3M sold.
Based on aggregated 13F filings for Q4 2018.