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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
WEPOG
26
Wealth Enhancement & Preservation of GA
Georgia
$21.3M +$19.7M +224,997 New
CFG
27
CMC Financial Group
Georgia
$21.3M +$21.2M +242,376 New
HCMG
28
Howard Capital Management Group
California
$18.3M +$18.2M +208,301 New
CB
29
Commerce Bank
Missouri
$18.2M +$1.19M +13,625 +7%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$17.5M +$17.5M +199,200 +29,294%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$17.4M -$198K -2,264 -1%
Stifel Financial
32
Stifel Financial
Missouri
$16.4M -$96.1K -1,097 -0.6%
GC
33
Grimes & Company
Massachusetts
$15.6M -$826K -9,432 -5%
SCA
34
Stillwater Capital Advisors
Pennsylvania
$15.1M -$24.9K -284 -0.2%
HighTower Advisors
35
HighTower Advisors
Illinois
$14.7M +$346K +3,946 +2%
CIA
36
Capital Investment Advisors
Georgia
$14.3M -$522K -5,959 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.2M +$13.1M +150,000 New
FP
38
Financial Perspectives
Minnesota
$11.3M +$85.5M +976,213 +8,846%
BCM
39
Brookstone Capital Management
Illinois
$11M +$4.48M +51,170 +68%
Creative Planning
40
Creative Planning
Kansas
$9.8M -$262K -2,992 -3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.77M -$2.19M -25,020 -18%
SFPG
42
Stonebridge Financial Planning Group
Florida
$9.6M -$419K -4,787 -4%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$9.17M -$35K -400 -0.4%
OIA
44
OneDigital Investment Advisors
Kansas
$8.81M -$281K -3,209 -3%
ASN
45
Advisory Services Network
Georgia
$8.51M +$1.53M +17,451 +22%
PFS
46
Prospera Financial Services
Texas
$8.5M +$693K +7,906 +9%
CBT
47
Central Bank & Trust
Kentucky
$8.27M -$716K -8,174 -8%
SSB
48
Sandy Spring Bank
Maryland
$8.16M -$43K -491 -0.5%
CAG
49
Csenge Advisory Group
Florida
$8.07M -$958K -10,930 -11%
FCFC
50
First Citizens Financial Corp
Iowa
$8.07M -$596K -6,804 -7%

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.