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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
SPIA
76
Steward Partners Investment Advisory
New York
$2.58M +$782K +16,000 +44%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$2.58M +$257K +5,260 +11%
SWP
78
Stratos Wealth Partners
Ohio
$2.52M +$32.7K +668 +1%
SI
79
Stephens Inc
Arkansas
$2.51M -$14.1K -288 -0.6%
ASN
80
Advisory Services Network
Georgia
$2.49M +$235K +4,800 +11%
AP
81
Advisors Preferred
Maryland
$2.46M +$23.6M +482,256 New
FUBT
82
First United Bank & Trust
Maryland
$2.44M -$169K -3,456 -7%
CIC
83
Carnegie Investment Counsel
Ohio
$2.44M +$1.96K +40 +0.1%
JIP
84
Jaffetilchin Investment Partners
Florida
$2.37M +$2.34M +47,936 New
FWCM
85
Ferguson Wellman Capital Management
Oregon
$2.28M -$572K -11,700 -20%
SCA
86
STALEY CAPITAL ADVISERS
Pennsylvania
$2.27M
AllianceBernstein
87
AllianceBernstein
Tennessee
$2.25M +$2.23M +45,560 New
CCM
88
Condor Capital Management
New Jersey
$2.22M -$14.5K -296 -0.7%
PNC
89
Park National Corp
Ohio
$2.21M -$333K -6,816 -13%
WCM
90
WealthBridge Capital Management
Ohio
$2.18M -$46K -940 -2%
CAN
91
Cetera Advisor Networks
California
$2.14M +$18.4K +376 +0.9%
SBL
92
Sargent Bickham Lagudis
Colorado
$2.12M -$122K -2,500 -6%
FTS
93
Fifth Third Securities
Ohio
$2.1M +$2.08M +42,568 New
M&T Bank
94
M&T Bank
New York
$2.06M +$14.1K +288 +0.7%
FIM
95
Freedom Investment Management
Connecticut
$2.06M -$2.01M -41,028 -50%
NPP
96
New Potomac Partners
Maryland
$1.99M -$39.1K -800 -2%
FAAS
97
First Allied Advisory Services
California
$1.95M -$180K -3,684 -9%
MBT
98
Montecito Bank & Trust
California
$1.9M -$89K -1,820 -5%
KM
99
Kalos Management
Georgia
$1.89M +$1.53M +31,372 +367%
MCM
100
Murphy Capital Management
New Jersey
$1.82M -$61.8K -1,264 -3%

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.