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iShares US Technology ETF

502 hedge funds and large institutions have $2.74B invested in iShares US Technology ETF in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

12% more call options, than puts

Call options by funds: $7.15M | Put options by funds: $6.37M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more capital invested

Capital invested by funds: $2.56B → $2.74B (+$175M)

6% more funds holding

Funds holding: 473502 (+29)

2.48% less ownership

Funds ownership: 182.94%180.46% (-2.5%)

33% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 180

Holders
502
Holders Change
+29
Holders Change %
+6.13%
% of All Funds
10.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
60
Increased
121
Reduced
180
Closed
23
Calls
$7.15M
Puts
$6.37M
Net Calls
+$783K
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$7.1M -$79.7K -1,092 -1%
PAI
52
Pittenger & Anderson Inc
Nebraska
$6.82M -$42.4K -580 -0.6%
MBTD
53
Mechanics Bank - Trust Department
California
$6.63M -$394K -5,400 -6%
Truist Financial
54
Truist Financial
North Carolina
$6.36M +$271K +3,712 +5%
Lido Advisors
55
Lido Advisors
California
$6.26M -$641K -8,784 -10%
CPA
56
Capital Planning Advisors
California
$5.52M -$290K -3,972 -5%
NA
57
NewEdge Advisors
Louisiana
$5.51M -$117K -1,604 -2%
HA
58
HC Advisors
Georgia
$5.45M -$783K -10,720 -13%
SWP
59
Stratos Wealth Partners
Ohio
$5.43M +$768K +10,520 +17%
ASN
60
Advisory Services Network
Georgia
$5.33M +$608K +8,328 +13%
PFS
61
Prospera Financial Services
Texas
$5.28M -$2.29M -31,388 -31%
LBC
62
Lowe Brockenbrough & Co
Virginia
$5.24M
SB
63
Simmons Bank
Arkansas
$5.22M -$74.5K -1,020 -1%
MA
64
Mutual Advisors
Nebraska
$4.98M -$345K -4,720 -7%
V
65
Veritable
Delaware
$4.98M -$32.4K -444 -0.7%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$4.97M +$126K +1,728 +3%
DTIM
67
Danda Trouve Investment Management
Kansas
$4.96M -$4.83M -66,192 -50%
CA
68
Cetera Advisors
Colorado
$4.94M -$261K -3,572 -5%
JIC
69
Johnson Investment Counsel
Ohio
$4.82M -$58.7K -804 -1%
SCA
70
STALEY CAPITAL ADVISERS
Pennsylvania
$4.58M
KAS
71
Kestra Advisory Services
Texas
$4.41M +$4.17M +57,104 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4M -$119K -1,636 -3%
IFG
73
Independent Financial Group
California
$4.3M -$72.7K -996 -2%
AW
74
ACG Wealth
Georgia
$4.23M -$321K -4,392 -7%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$4.21M +$202K +2,760 New

IYW Hedge Fund Activity: Q3 2020 in Review

502 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2020, worth a combined $2.74B — up 6.8% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYW positions and 23 closed out — a net gain of 37 holders — while 121 added to existing stakes and 180 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was DZ Bank, cutting an estimated $27.8M.

  • 502 institutional investors held iShares US Technology ETF (IYW) as of Q3 2020, up from 473 in Q2 2020.
  • Funds reported $2.74B of iShares US Technology ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 60 funds opened new iShares US Technology ETF positions in Q3 2020 and 23 closed out, a net change of +37 holders.
  • The largest iShares US Technology ETF buyer in Q3 2020 was Goldman Sachs, an estimated $19.1M added.
  • The largest iShares US Technology ETF seller in Q3 2020 was DZ Bank, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2020.