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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
HWMA
551
Heritage Wealth Management (Arizona)
Arizona
$133K +$83.2K +797 +155%
WIM
552
Westside Investment Management
California
$131K +$5.32K +51 +0.8%
CAAS
553
Capital Asset Advisory Services
Michigan
$121K +$10.1K +97 +9%
KFI
554
Key Financial Inc
Pennsylvania
$119K
AC
555
AlphaCore Capital
California
$114K +$104K +1,000 +820%
LWM
556
Liberty Wealth Management
California
$112K +$115K +1,105 New
WT
557
Washington Trust
Rhode Island
$111K
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$105K -$59.3K -568 -36%
BAM
559
Barrett Asset Management
New York
$105K
BFC
560
Bedel Financial Consulting
Indiana
$104K
GWSG
561
GPS Wealth Strategies Group
Colorado
$102K
AA
562
Ancora Advisors
Ohio
$99K
NOI
563
Newton One Investments
Delaware
$96K
OIA
564
Optimum Investment Advisors
Illinois
$95K -$7.72K -74 -7%
SC
565
Sawyer & Company
Massachusetts
$93K
CCM
566
Covington Capital Management
California
$90K +$86.3K +827 +1,313%
HCP
567
Hexagon Capital Partners
Arkansas
$87K
KTC
568
Kistler-Tiffany Companies
Pennsylvania
$81K
QCG
569
Quadrant Capital Group
Ohio
$76K +$78.8K +755 New
BlackRock
570
BlackRock
New York
$75K -$864K -8,277 -92%
RIA
571
RPG Investment Advisory
California
$73K
SWA
572
Sutton Wealth Advisors
Florida
$71.3K
TC
573
Truvestments Capital
Florida
$69K
SIC
574
Salem Investment Counselors
North Carolina
$67K
First Manhattan
575
First Manhattan
New York
$66K

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.