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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
HVIA
376
Hudson Valley Investment Advisors
New York
$502K -$52.2K -500 -9%
VAS
377
Vestmark Advisory Solutions
Massachusetts
$502K -$15K -144 -3%
MSFS
378
Main Street Financial Solutions
Pennsylvania
$500K – – –
Wolverine Trading
379
Wolverine Trading
Illinois
$499K +$512K +4,907 New
RBFC
380
Roman Butler Fullerton & Co
Missouri
$496K +$209 +2 +0%
JWBC
381
J.W. Burns & Co
New York
$494K -$20.9K -200 -4%
LWP
382
Legacy Wealth Planning
Nevada
$493K – – –
RW
383
Rede Wealth
Virginia
$493K – – –
KA
384
Kovack Advisors
Florida
$493K +$3.96K +38 +0.8%
PAM
385
Premier Asset Management
Illinois
$487K – – –
WAM
386
WealthTrust Asset Management
Florida
$485K – – –
CWM
387
CCG Wealth Management
California
$485K +$499K +4,786 New
SAM
388
Strategic Asset Management
Minnesota
$484K +$488K +4,677 New
Marshall Wace
389
Marshall Wace
United Kingdom
$480K +$494K +4,738 New
XF
390
XML Financial
Maryland
$479K +$104 +1 +0%
HCM
391
Howard Capital Management
Georgia
$477K -$27.4M -262,416 -98%
TA
392
Tiedemann Advisors
New York
$474K – – –
BFC
393
Blue Fin Capital
Rhode Island
$469K – – –
IWS
394
Insight Wealth Strategies
California
$467K +$481K +4,609 New
TA
395
TFG Advisers
Michigan
$448K +$4.38K +42 +1%
CC
396
Courier Capital
New York
$446K – – –
WP
397
WMS Partners
Maryland
$446K – – –
CPIG
398
Chicago Partners Investment Group
Illinois
$446K +$3.34K +32 +0.8%
EWA
399
EP Wealth Advisors
California
$444K +$70.7K +678 +18%
AIM
400
Anchor Investment Management
South Carolina
$443K -$5.53K -53 -1%
14 15
16
17 18

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.