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iShares US Technology ETF

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.99% more ownership

Funds ownership: 40.56%41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$21M -$191K -1,835 -0.9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$20.8M +$715K +6,848 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$20.2M +$7.36M +70,535 +55%
Stifel Financial
29
Stifel Financial
Missouri
$19.9M +$6.1M +58,477 +42%
SFI
30
SPC Financial Inc
Maryland
$19.7M +$19.8M +189,693 +3,632%
HighTower Advisors
31
HighTower Advisors
Illinois
$19.4M +$2.31M +22,144 +13%
PCH
32
PGIM Custom Harvest
New Jersey
$18.4M +$6.41M +61,446 +51%
GC
33
Grimes & Company
Massachusetts
$17M -$551K -5,284 -3%
Goldman Sachs
34
Goldman Sachs
New York
$16.9M -$524K -5,026 -3%
SCA
35
Stillwater Capital Advisors
Pennsylvania
$16.3M -$1.44M -13,807 -8%
CIA
36
Capital Investment Advisors
Georgia
$15.9M -$462K -4,430 -3%
PS
37
Portfolio Strategies
New York
$15.5M +$1.58M +15,165 +11%
Truist Financial
38
Truist Financial
North Carolina
$13.9M +$5.01M +48,020 +54%
BCM
39
Brookstone Capital Management
Illinois
$12.5M +$10.9M +104,701 +643%
SFPG
40
Stonebridge Financial Planning Group
Florida
$11.6M +$135K +1,296 +1%
AWM
41
AE Wealth Management
Kansas
$11M +$4.28M +41,052 +60%
ASN
42
Advisory Services Network
Georgia
$10.9M +$10.7M +102,378 +1,810%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$10.4M -$26.1K -250 -0.2%
SWP
44
Stratos Wealth Partners
Ohio
$10.3M +$872K +8,354 +9%
Creative Planning
45
Creative Planning
Kansas
$10.1M -$451K -4,327 -4%
KAS
46
Kestra Advisory Services
Texas
$9.64M +$1.28M +12,223 +15%
OIA
47
OneDigital Investment Advisors
Kansas
$9.41M -$301K -2,886 -3%
PAI
48
Pittenger & Anderson Inc
Nebraska
$9.18M
CCM
49
Ciovacco Capital Management
Georgia
$9.15M +$9.43M +90,354 New
GM
50
GeoWealth Management
Illinois
$9.13M +$7.18M +68,835 +322%

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.