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iShares US Technology ETF

387 hedge funds and large institutions have $1.77B invested in iShares US Technology ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $1.94M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

7.3% more ownership

Funds ownership: 168.21%175.5% (+7.3%)

5% more funds holding

Funds holding: 370387 (+17)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
387
Holders Change
+17
Holders Change %
+4.59%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
48
Increased
93
Reduced
124
Closed
27
Calls
$4.06M
Puts
$1.94M
Net Calls
+$2.12M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.1M -$392K -8,024 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$10.5M +$957K +19,564 +10%
AG
28
Advisor Group
Arizona
$9.18M +$573K +11,728 +7%
CIA
29
Capital Investment Advisors
Georgia
$9.12M -$199K -4,072 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$8.81M -$385K -7,876 -4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$8.72M -$238K -4,868 -3%
Lido Advisors
32
Lido Advisors
California
$8.51M -$1.66M -34,036 -17%
OWD
33
Osborn Williams & Donohoe
Ohio
$8.48M +$697K +14,256 +9%
CB
34
Commerce Bank
Missouri
$8.05M +$489K +10,000 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$8.03M +$10.4K +212 +0.1%
SCA
36
Stillwater Capital Advisors
Pennsylvania
$7.79M -$3.32M -67,880 -30%
TW
37
Transform Wealth
Colorado
$7.5M -$767K -15,696 -9%
CS
38
Credit Suisse
Switzerland
$7.43M -$1.85M -37,796 -20%
TRCT
39
Tower Research Capital (TRC)
New York
$6.87M +$5.09M +104,028 +298%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$6.77M
PAG
41
Private Advisor Group
New Jersey
$6.5M -$51.4K -1,052 -0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6.4M +$63.2K +1,292 +1%
PCG
43
Private Capital Group
Connecticut
$6.12M +$229K +4,680 +4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$5.12M +$4.22M +86,408 +508%
FEM
45
Fulcrum Equity Management
Texas
$4.97M -$10.9M -223,268 -69%
SSB
46
Sandy Spring Bank
Maryland
$4.96M +$56.1K +1,148 +1%
HNB
47
Huntington National Bank
Ohio
$4.77M
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$4.62M +$1.18M +24,112 +35%
PFS
49
Prospera Financial Services
Texas
$4.54M -$19K -388 -0.4%
PAI
50
Pittenger & Anderson Inc
Nebraska
$4.52M

IYW Hedge Fund Activity: Q2 2019 in Review

387 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2019, worth a combined $1.77B — up 2.6% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IYW positions and 27 closed out — a net gain of 21 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $23.6M. The largest seller was Bank of America, cutting an estimated $27.3M.

  • 387 institutional investors held iShares US Technology ETF (IYW) as of Q2 2019, up from 370 in Q1 2019.
  • Funds reported $1.77B of iShares US Technology ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q2 2019 and 27 closed out, a net change of +21 holders.
  • The largest iShares US Technology ETF buyer in Q2 2019 was Advisors Preferred, an estimated $23.6M added.
  • The largest iShares US Technology ETF seller in Q2 2019 was Bank of America, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2019.