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iShares US Technology ETF

336 hedge funds and large institutions have $1.89B invested in iShares US Technology ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $2.15M

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

2% more funds holding

Funds holding: 328336 (+8)

3% more capital invested

Capital invested by funds: $1.84B → $1.89B (+$49.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

13.26% less ownership

Funds ownership: 183.81%170.55% (-13%)

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
35
Increased
96
Reduced
97
Closed
26
Calls
$4.79M
Puts
$2.15M
Net Calls
+$2.63M
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$10.6M +$527K +11,140 +5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.6M +$1.32M +27,956 +15%
CIA
28
Capital Investment Advisors
Georgia
$9.27M -$58.8K -1,244 -0.6%
AG
29
Advisor Group
Arizona
$9.08M +$2.07M +43,724 +31%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$8.1M -$1.91M -40,308 -19%
HighTower Advisors
31
HighTower Advisors
Illinois
$7.88M -$333K -7,048 -4%
CB
32
Commerce Bank
Missouri
$7.82M -$82.4K -1,744 -1%
CS
33
Credit Suisse
Switzerland
$7.59M +$985K +20,832 +15%
RWP
34
RWA Wealth Partners
Massachusetts
$7.21M -$453K -9,580 -6%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$7.04M +$405K +8,560 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.96M +$3.07M +65,012 +83%
PCG
37
Private Capital Group
Connecticut
$6.82M -$223K -4,716 -3%
PAG
38
Private Advisor Group
New Jersey
$6.71M +$3.77M +79,652 +136%
TW
39
Transform Wealth
Colorado
$6.69M +$389K +8,236 +6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$6.33M +$67.9K +1,436 +1%
PFA
41
Pinnacle Family Advisors
Missouri
$5.95M +$5.8M +122,712 New
BlackRock
42
BlackRock
New York
$5.78M -$1.45M -30,684 -20%
VF
43
Virtu Financial
New York
$5.44M +$1.28M +27,052 +32%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$5.38M +$21.6K +456 +0.4%
NA
45
NewEdge Advisors
Louisiana
$5.37M +$114K +2,420 +2%
SSB
46
Sandy Spring Bank
Maryland
$4.93M -$25.5K -540 -0.5%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$4.47M -$745K -15,752 -15%
MBTD
48
Mechanics Bank - Trust Department
California
$4.45M -$276K -5,848 -6%
Jane Street
49
Jane Street
New York
$4.43M +$3.61M +76,372 +508%
PAI
50
Pittenger & Anderson Inc
Nebraska
$4.43M

IYW Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2018, worth a combined $1.89B — up 2.7% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYW positions and 26 closed out — a net gain of 9 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.01M. The largest seller was Pinnacle Advisory Group, cutting an estimated $105M.

  • 336 institutional investors held iShares US Technology ETF (IYW) as of Q3 2018, up from 328 in Q2 2018.
  • Funds reported $1.89B of iShares US Technology ETF stock for Q3 2018, up 2.7% quarter-over-quarter.
  • 35 funds opened new iShares US Technology ETF positions in Q3 2018 and 26 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.01M added.
  • The largest iShares US Technology ETF seller in Q3 2018 was Pinnacle Advisory Group, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2018.