We are live on ! Find out more
IYW icon

iShares US Technology ETF

374 hedge funds and large institutions have $1.75B invested in iShares US Technology ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.23M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $1.77B → $1.75B (-$23.6M)

3% less funds holding

Funds holding: 387374 (-13)

7.35% less ownership

Funds ownership: 175.5%168.15% (-7.4%)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

38% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 135

Holders
374
Holders Change
-13
Holders Change %
-3.36%
% of All Funds
8.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
84
Reduced
135
Closed
35
Calls
$2.46M
Puts
$1.23M
Net Calls
+$1.23M
Net Calls Change
-$883K
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
51
Mechanics Bank - Trust Department
California
$4.61M -$42.7K -840 -0.9%
CBT
52
Central Bank & Trust
Kentucky
$4.53M +$71.6K +1,408 +2%
FEM
53
Fulcrum Equity Management
Texas
$4.53M -$553K -10,876 -11%
OIA
54
OneDigital Investment Advisors
Kansas
$4.4M +$4.33M +85,220 +9,554%
CPA
55
Capital Planning Advisors
California
$4.3M -$33.3K -656 -0.8%
NA
56
Navellier & Associates
Nevada
$4.03M +$650K +12,792 +19%
CA
57
Cetera Advisors
Colorado
$3.97M -$13.8K -272 -0.3%
BTS
58
BB&T Securities
Virginia
$3.78M +$224K +4,408 +6%
SIM
59
SSI Investment Management
California
$3.76M
CWP
60
Capital Wealth Planning
Florida
$3.67M +$3.59M +70,556 New
SB
61
Simmons Bank
Arkansas
$3.65M -$20.3K -400 -0.6%
SCP
62
Syntal Capital Partners
Texas
$3.55M
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48M -$113K -2,228 -3%
NA
64
NewEdge Advisors
Louisiana
$3.38M -$186K -3,664 -5%
GVAG
65
Great Valley Advisor Group
Delaware
$3.28M -$302K -5,944 -8%
AW
66
ACG Wealth
Georgia
$3.21M -$186K -3,656 -5%
V
67
Veritable
Delaware
$3.17M
LBC
68
Lowe Brockenbrough & Co
Virginia
$3.15M
SWP
69
Stratos Wealth Partners
Ohio
$2.8M +$201K +3,960 +8%
WCM
70
WealthBridge Capital Management
Ohio
$2.79M +$9.15K +180 +0.3%
PWW
71
Pettyjohn Wood & White
Virginia
$2.74M -$86.4K -1,700 -3%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$2.64M -$18.1K -356 -0.7%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$2.54M -$132K -2,592 -5%
ASN
74
Advisory Services Network
Georgia
$2.49M
CIC
75
Carnegie Investment Counsel
Ohio
$2.48M -$41.9K -824 -2%

IYW Hedge Fund Activity: Q3 2019 in Review

374 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2019, worth a combined $1.75B — down 1.3% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IYW and 24 opened new positions — a net loss of 11 holders — while 135 trimmed existing stakes and 84 added.

The largest buyer was Bank of Montreal, adding an estimated $17.1M. The largest seller was Advisors Preferred, cutting an estimated $24.4M.

  • 374 institutional investors held iShares US Technology ETF (IYW) as of Q3 2019, down from 387 in Q2 2019.
  • Funds reported $1.75B of iShares US Technology ETF stock for Q3 2019, down 1.3% quarter-over-quarter.
  • 24 funds opened new iShares US Technology ETF positions in Q3 2019 and 35 closed out, a net change of -11 holders.
  • The largest iShares US Technology ETF buyer in Q3 2019 was Bank of Montreal, an estimated $17.1M added.
  • The largest iShares US Technology ETF seller in Q3 2019 was Advisors Preferred, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2019.