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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
FRA
451
Front Row Advisors
California
$216K -$38.5K -440 -15%
BWM
452
Baystate Wealth Management
Massachusetts
$215K -$6.13K -70 -3%
LIM
453
Leavell Investment Management
Alabama
$214K
SIAM
454
Sterling Investment Advisors (Missouri)
Missouri
$210K -$4.91K -56 -2%
Luther King Capital Management (LKCM)
455
Luther King Capital Management (LKCM)
Texas
$210K
CAM
456
Cidel Asset Management
Ontario, Canada
$210K +$210K +2,400 New
PFA
457
Pinnacle Family Advisors
Missouri
$208K
FG
458
Fiduciary Group
Georgia
$207K
WWM
459
Western Wealth Management
Colorado
$206K -$5.26K -60 -2%
MCA
460
Magnolia Capital Advisors
Mississippi
$205K -$21K -240 -9%
IWC
461
Integrated Wealth Concepts
Massachusetts
$205K +$205K +2,337 New
PPA
462
Parametric Portfolio Associates
Washington
$203K +$203K +2,313 New
AA
463
Advisory Alpha
Michigan
$201K +$201K +2,292 New
GGS
464
Galvin Gaustad & Stein
Arizona
$200K +$200K +2,280 New
ABTD
465
Arvest Bank Trust Division
Oklahoma
$200K +$200K +2,284 New
CTC
466
Central Trust Company
Missouri
$181K
CT
467
Caldwell Trust
Florida
$181K
HDIM
468
Hanson & Doremus Investment Management
Vermont
$180K
CFFP
469
Center for Financial Planning
Michigan
$170K
FFA
470
Founders Financial Alliance
North Carolina
$170K +$90.4K +1,032 +112%
MIM
471
MTM Investment Management
South Carolina
$167K
BCA
472
Bray Capital Advisors
Florida
$166K -$88 -1 -0.1%
RBC
473
Roble Belko & Company
Pennsylvania
$161K
HWA
474
HHM Wealth Advisors
Tennessee
$161K +$30.1K +344 +23%
PIA
475
Powell Investment Advisors
Florida
$157K -$59.5K -679 -27%

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.