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iShares US Technology ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 336341 (+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: 85 (-3)

38% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 122

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
7.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
54
Increased
76
Reduced
122
Closed
45
Calls
$3.55M
Puts
$768K
Net Calls
+$2.78M
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.47M +$828K +19,120 +9%
BlackRock
27
BlackRock
New York
$7.65M +$3.13M +72,212 +61%
CIA
28
Capital Investment Advisors
Georgia
$7.64M -$173 -4 -0%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$7.37M +$745K +17,196 +10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.2M +$5.56M +128,304 +248%
TW
31
Transform Wealth
Colorado
$6.67M +$1.25M +28,844 +21%
HighTower Advisors
32
HighTower Advisors
Illinois
$6.53M +$40.9K +944 +0.6%
CB
33
Commerce Bank
Missouri
$6.48M +$43.3K +1,000 +0.6%
QA
34
Quantitative Advantage
Minnesota
$6.42M -$5.51M -127,184 -44%
CS
35
Credit Suisse
Switzerland
$6.02M -$263K -6,084 -4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$5.6M -$217K -5,000 -3%
PAG
37
Private Advisor Group
New Jersey
$5.55M +$23K +532 +0.4%
PCG
38
Private Capital Group
Connecticut
$5.54M -$72.6K -1,676 -1%
FIM
39
Freedom Investment Management
Connecticut
$5.1M +$5.53M +127,632 New
Lido Advisors
40
Lido Advisors
California
$5.02M +$5.44M +125,668 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4.77M +$359K +8,292 +7%
AG
42
Advisor Group
Arizona
$4.51M -$3.22M -74,244 -40%
SSB
43
Sandy Spring Bank
Maryland
$4.05M -$12.1K -280 -0.3%
MBTD
44
Mechanics Bank - Trust Department
California
$3.66M -$14.7K -340 -0.4%
PAI
45
Pittenger & Anderson Inc
Nebraska
$3.65M
Creative Planning
46
Creative Planning
Kansas
$3.61M +$16.6K +384 +0.4%
PIA
47
Peachtree Investment Advisors
Georgia
$3.58M +$80.9K +1,868 +2%
CPA
48
Capital Planning Advisors
California
$3.36M -$24.3K -560 -0.7%
PFS
49
Prospera Financial Services
Texas
$3.36M -$71.7K -1,656 -2%
JIC
50
Johnson Investment Counsel
Ohio
$3.35M -$79.7K -1,840 -2%

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.