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iShares US Technology ETF
IYW

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: 565 → 637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$54.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
3
Wells Fargo
Wells Fargo
California
+$37.5M
4
5L
55I LLC
Massachusetts
+$26.6M
5
LPL Financial
LPL Financial
California
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$40.9M
2
HCM
Howard Capital Management
Georgia
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
526
First National Bank of Omaha
Nebraska
$213K +$219K +2,100 New
GAM
527
Garrison Asset Management
Arkansas
$211K – – –
CTC
528
Central Trust Company
Missouri
$209K – – –
FCA
529
FLC Capital Advisors
California
$209K +$215K +2,061 New
CT
530
Caldwell Trust
Florida
$209K – – –
BS
531
Banco Santander
Spain
$208K – – –
HDIM
532
Hanson & Doremus Investment Management
Vermont
$208K +$161K +1,539 +300%
KWA
533
KCS Wealth Advisory
California
$204K +$210K +2,014 New
CA
534
Cambridge Advisors
Nebraska
$203K +$209K +2,000 New
FCFC
535
First Commonwealth Financial Corp
Pennsylvania
$203K +$209K +2,000 New
JCM
536
Jag Capital Management
Missouri
$203K +$209K +2,000 New
MIM
537
Marco Investment Management
Georgia
$203K +$209K +2,000 New
CFFP
538
Center for Financial Planning
Michigan
$197K – – –
MIM
539
MTM Investment Management
South Carolina
$192K – – –
BCA
540
Bray Capital Advisors
Florida
$188K -$1.98K -19 -1%
RBC
541
Roble Belko & Company
Pennsylvania
$186K – – –
BCM
542
Barometer Capital Management
Ontario, Canada
$185K +$190K +1,825 New
PIA
543
Powell Investment Advisors
Florida
$182K – – –
FFA
544
Founders Financial Alliance
North Carolina
$180K -$18.5K -177 -9%
PMFA
545
Plante Moran Financial Advisors
Michigan
$173K -$4.17K -40 -2%
FCM
546
Firestone Capital Management
Florida
$172K – – –
RMC
547
Resources Management Corp
Connecticut
$166K – – –
SMA
548
Sage Mountain Advisors
Georgia
$163K – – –
HWA
549
HHM Wealth Advisors
Tennessee
$150K -$41.1K -394 -21%
BW
550
Bison Wealth
Georgia
$150K -$2.09K -20 -1%
20 21
22
23 24

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.