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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
SWA
501
Sutton Wealth Advisors
Florida
$61.7K
TC
502
Truvestments Capital
Florida
$60K
HS
503
Horan Securities
United States
$59K
EI
504
Ellevest Inc
New York
$59K +$59.1K +675 New
SIC
505
Salem Investment Counselors
North Carolina
$58K
TAM
506
Townsend Asset Management
North Carolina
$54K
AF
507
Advisornet Financial
Minnesota
$53K
DAC
508
Dividend Assets Capital
South Carolina
$53K
FCMT
509
Founders Capital Management (Texas)
Texas
$53K
HWA
510
Heritage Wealth Advisors
Virginia
$51.9K
AWM
511
Accel Wealth Management
Iowa
$51K
MPCG
512
Matrix Private Capital Group
New York
$51K
FPW
513
Flagship Private Wealth
Massachusetts
$50.9K -$88 -1 -0.2%
RG
514
Retirement Group
California
$50K +$88 +1 +0.2%
HWMA
515
Heritage Wealth Management (Arizona)
Arizona
$45K +$45.1K +515 New
CAC
516
Certified Advisory Corp
Florida
$44K +$44.1K +503 New
First Manhattan
517
First Manhattan
New York
$42K +$35K +400 +500%
CA
518
Clearstead Advisors
Ohio
$41K +$88 +1 +0.2%
KPCM
519
Kings Point Capital Management
New York
$40K +$40K +456 New
CCM
520
Cribstone Capital Management
Maine
$35K
JCM
521
Jacobi Capital Management
Pennsylvania
$35K
TCWM
522
Total Clarity Wealth Management
Illinois
$33K +$32.6K +372 New
PWM
523
Provident Wealth Management
Tennessee
$32K -$24.4K -278 -43%
APWA
524
Atlas Private Wealth Advisors
New Jersey
$28K
SC
525
SouthState Corp
Florida
$28K

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.