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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
FCBT
401
First Citizens Bank & Trust
North Carolina
$274K
CS
402
Credit Suisse
Switzerland
$272K -$3.3M -37,719 -92%
SYBT
403
Stock Yards Bank & Trust
Kentucky
$272K
FPS
404
Fieldpoint Private Securities
Connecticut
$271K
VFA
405
Valeo Financial Advisors
Indiana
$271K +$45.6K +520 +20%
RFM
406
Royal Fund Management
Florida
$263K -$2.45K -28 -0.9%
SFO
407
Stokes Family Office
Louisiana
$262K
MCM
408
Maryland Capital Management
Maryland
$260K
RIA
409
Realta Investment Advisors
Delaware
$258K +$25.8K +294 +11%
LNC
410
Lincoln National Corp
Pennsylvania
$257K +$3.85K +44 +2%
LB
411
Leo Brokerage
Texas
$255K +$11.7K +133 +5%
WA
412
WESPAC Advisors
California
$255K +$255K +2,907 New
AUB
413
Atlantic Union Bankshares
Virginia
$253K -$3.5K -40 -1%
BDF
414
Balasa Dinverno & Foltz
$251K
FCCM
415
First City Capital Management
Georgia
$251K
PFWA
416
Paces Ferry Wealth Advisors
Georgia
$250K
CAS
417
Cascadia Advisory Services
Oregon
$249K +$248K +2,835 New
UR
418
USCA RIA
Texas
$247K +$13.1K +150 +6%
AMG
419
Asset Management Group
Connecticut
$246K
LJAC
420
L.J. Altfest & Co
New York
$246K
BAM
421
Belpointe Asset Management
Nevada
$245K -$134K -1,532 -35%
CWC
422
Carolinas Wealth Consulting
North Carolina
$245K -$28.4K -324 -10%
RCA
423
Ranch Capital Advisors
Florida
$245K
LA
424
LexAurum Advisors
Kansas
$242K -$50K -571 -17%
FHC
425
First Horizon Corporation
Tennessee
$242K -$29.2K -333 -11%

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.