We are live on ! Find out more
IYW icon

iShares US Technology ETF

387 hedge funds and large institutions have $1.77B invested in iShares US Technology ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $1.94M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

7.3% more ownership

Funds ownership: 168.21%175.5% (+7.3%)

5% more funds holding

Funds holding: 370387 (+17)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
387
Holders Change
+17
Holders Change %
+4.59%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
48
Increased
93
Reduced
124
Closed
27
Calls
$4.06M
Puts
$1.94M
Net Calls
+$2.12M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
51
Mechanics Bank - Trust Department
California
$4.51M +$40.1K +820 +0.9%
Creative Planning
52
Creative Planning
Kansas
$4.39M +$106K +2,160 +2%
CBT
53
Central Bank & Trust
Kentucky
$4.32M -$416K -8,516 -9%
CPA
54
Capital Planning Advisors
California
$4.2M +$66.9K +1,368 +2%
AWM
55
AE Wealth Management
Kansas
$4.18M +$4.13M +84,564 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$4.14M -$9.51M -194,568 -70%
SS
57
Simplicity Solutions
Minnesota
$3.94M +$3.89M +79,580 New
CA
58
Cetera Advisors
Colorado
$3.87M -$469K -9,600 -11%
SIM
59
SSI Investment Management
California
$3.65M +$626K +12,796 +21%
SB
60
Simmons Bank
Arkansas
$3.55M -$24.4K -500 -0.7%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48M -$127K -2,592 -4%
GVAG
62
Great Valley Advisor Group
Delaware
$3.47M +$3.43M +70,216 New
BTS
63
BB&T Securities
Virginia
$3.45M -$110K -2,240 -3%
NA
64
NewEdge Advisors
Louisiana
$3.45M +$24.3K +496 +0.7%
SCP
65
Syntal Capital Partners
Texas
$3.44M +$3.4M +69,500 New
JIC
66
Johnson Investment Counsel
Ohio
$3.37M -$268K -5,472 -7%
MIAN
67
Mariner Independent Advisor Network
Kansas
$3.37M -$2.93K -60 -0.1%
AW
68
ACG Wealth
Georgia
$3.29M -$160K -3,272 -5%
NA
69
Navellier & Associates
Nevada
$3.27M -$6.56M -134,088 -67%
V
70
Veritable
Delaware
$3.07M
LBC
71
Lowe Brockenbrough & Co
Virginia
$3.05M
TFA
72
Transamerica Financial Advisors
Florida
$3.02M +$2.98M +61,032 New
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.99M +$491K +10,036 +20%
PWW
74
Pettyjohn Wood & White
Virginia
$2.74M -$19.6K -400 -0.7%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$2.59M +$44.2K +904 +2%

IYW Hedge Fund Activity: Q2 2019 in Review

387 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2019, worth a combined $1.77B — up 2.6% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IYW positions and 27 closed out — a net gain of 21 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $23.6M. The largest seller was Bank of America, cutting an estimated $27.3M.

  • 387 institutional investors held iShares US Technology ETF (IYW) as of Q2 2019, up from 370 in Q1 2019.
  • Funds reported $1.77B of iShares US Technology ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q2 2019 and 27 closed out, a net change of +21 holders.
  • The largest iShares US Technology ETF buyer in Q2 2019 was Advisors Preferred, an estimated $23.6M added.
  • The largest iShares US Technology ETF seller in Q2 2019 was Bank of America, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2019.