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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
FCM
476
Firestone Capital Management
Florida
$152K
HI
477
Human Investing
Oregon
$152K
PMFA
478
Plante Moran Financial Advisors
Michigan
$149K +$27.7K +316 +23%
CFD
479
Creative Financial Designs
Indiana
$147K +$88 +1 +0.1%
RMC
480
Resources Management Corp
Connecticut
$144K
SMA
481
Sage Mountain Advisors
Georgia
$141K +$35K +400 +33%
Qube Research & Technologies (QRT)
482
Qube Research & Technologies (QRT)
United Kingdom
$140K +$140K +1,598 New
BW
483
Bison Wealth
Georgia
$132K -$6.48K -74 -5%
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$130K -$54K -616 -29%
WIM
485
Westside Investment Management
California
$112K -$5.17K -59 -0.9%
KFI
486
Key Financial Inc
Pennsylvania
$103K +$20.3K +232 +25%
BAM
487
Barrett Asset Management
New York
$91K
BFC
488
Bedel Financial Consulting
Indiana
$90K
AWA
489
Arkadios Wealth Advisors
Georgia
$89K -$8.76K -100 -9%
OIA
490
Optimum Investment Advisors
Illinois
$89K +$88 +1 +0.1%
CAAS
491
Capital Asset Advisory Services
Michigan
$88K +$62.9K +718 +256%
GWSG
492
GPS Wealth Strategies Group
Colorado
$88K +$88.3K +1,008 New
AA
493
Ancora Advisors
Ohio
$86K +$11.2K +128 +15%
MFT
494
Moisand Fitzgerald Tamayo
Florida
$80K
SC
495
Sawyer & Company
Massachusetts
$80K
HCP
496
Hexagon Capital Partners
Arkansas
$75K +$8.76K +100 +13%
KTC
497
Kistler-Tiffany Companies
Pennsylvania
$70K
WT
498
Washington Trust
Rhode Island
$70K
FPFS
499
First Personal Financial Services
North Carolina
$65K
RIA
500
RPG Investment Advisory
California
$63K

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.