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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
BCM
526
Bourgeon Capital Management
Connecticut
$26K
TF
527
TimeScale Financial
Massachusetts
$26K
PP
528
Pacifica Partners
Canada
$25K -$6.66K -76 -21%
CAL
529
Capital Analysts LLC
Pennsylvania
$23K
GWMIA
530
Global Wealth Management Investment Advisory
Florida
$23K
WB
531
Webster Bank
Connecticut
$22K -$21.7K -248 -50%
SMG
532
Spectrum Management Group
Indiana
$21K +$21.1K +241 New
CFG
533
CKW Financial Group
Hawaii
$18K -$35K -400 -66%
CIAS
534
Capital Investment Advisory Services
North Carolina
$18K
NFSG
535
Newbridge Financial Services Group
Florida
$18K
QT
536
Quantbot Technologies
New York
$17K +$17.5K +200 New
RFA
537
Reilly Financial Advisors
California
$16K
IBOK
538
Independence Bank of Kentucky
Kentucky
$14K
MAM
539
Meeder Asset Management
Ohio
$14K
TFGT
540
TS Financial Group (TSFG)
Illinois
$14K
AC
541
AlphaCore Capital
California
$11K
AWM
542
Avior Wealth Management
Nebraska
$11K
HF
543
Halpern Financial
Virginia
$10.5K
ANBT
544
American National Bank & Trust
Texas
$8K
TRCT
545
Tower Research Capital (TRC)
New York
$7K -$1.67M -19,012 -100%
AWM
546
Activest Wealth Management
Florida
$7K +$7.01K +80 New
WP
547
WealthShield Partners
North Carolina
$6K +$6.31K +72 New
PP
548
PrairieView Partners
Minnesota
$5K -$20.6K -235 -82%
HI
549
Hudock Inc
Pennsylvania
$5K
LDFR
550
Lehman & Derafelo Financial Resources
Pennsylvania
$5K

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.