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iShares US Technology ETF
IYW

Overview Fund Activity

370 hedge funds and large institutions have $1.72B invested in iShares US Technology ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 77 increasing their positions, 126 reducing their positions, and 24 closing their positions.

Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
61
Increased
77
Reduced
126
Closed
24
Calls
$5.42M
Puts
$2.95M
Net Calls
+$2.47M
Net Calls Change
-$318K

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$15.4M
2
GC
2
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13.3M
4
NA
4
Navellier & Associates
Nevada
$9.54M
5
OWD
5
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
2
Bank of America
North Carolina
$253M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.2M
4
PIM
4
Parker Investment Management
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$290M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$4.17M 87,756 +25,932 +42%
Creative Planning
52
Creative Planning
Kansas
$4.13M 86,684 -3,692 -4%
CPA
53
Capital Planning Advisors
California
$3.98M 83,520 -576 -0.7%
FIM
54
Freedom Investment Management
Connecticut
$3.94M 82,584 -45,048 -35%
MA
55
Mutual Advisors
Nebraska
$3.61M 75,696 +55,080 +267%
JIC
56
Johnson Investment Counsel
Ohio
$3.51M 73,672 -10,148 -12%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48M 72,972 -5,960 -8%
SB
58
Simmons Bank
Arkansas
$3.45M 72,328 +8,820 +14%
BTS
59
BB&T Securities
Virginia
$3.43M 72,048 +388 +0.5%
AW
60
ACG Wealth
Georgia
$3.33M 69,876 -232 -0.3%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$3.31M 69,416 +23,248 +50%
NA
62
NewEdge Advisors
Louisiana
$3.3M 69,268 -19,784 -22%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$3.3M 69,228 -2,928 -4%
MIAN
64
Mariner Independent Advisor Network
Kansas
$3.25M 67,460 +14,844 +28%
RWP
65
RWA Wealth Partners
Massachusetts
$2.98M 62,500 +31,656 +103%
V
66
Veritable
Delaware
$2.96M 62,132 – –
LBC
67
Lowe Brockenbrough & Co
Virginia
$2.94M 61,600 – –
SIM
68
SSI Investment Management
California
$2.9M 60,896 +544 +0.9%
HNB
69
Huntington National Bank
Ohio
– – – –
FWCM
70
Ferguson Wellman Capital Management
Oregon
$2.75M 57,724 -25,520 -31%
WCM
71
WealthBridge Capital Management
Ohio
$2.72M 55,440 +940 +2%
PWW
72
Pettyjohn Wood & White
Virginia
$2.65M 55,700 – –
FUBT
73
First United Bank & Trust
Maryland
$2.52M 52,832 -7,008 -12%
PNC
74
Park National Corp
Ohio
$2.45M 51,492 -4,696 -8%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$2.45M 51,480 -4,420 -8%
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