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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
JIP
76
Jaffetilchin Investment Partners
Florida
$2.45M
MIAN
77
Mariner Independent Advisor Network
Kansas
$2.41M -$1.01M -19,920 -30%
SI
78
Stephens Inc
Arkansas
$2.35M -$239K -4,708 -9%
FWCM
79
Ferguson Wellman Capital Management
Oregon
$2.34M -$10.2K -200 -0.4%
SCA
80
STALEY CAPITAL ADVISERS
Pennsylvania
$2.33M -$20.3K -400 -0.9%
CCM
81
Condor Capital Management
New Jersey
$2.19M -$101K -1,988 -4%
PNC
82
Park National Corp
Ohio
$2.15M -$125K -2,460 -6%
FAAS
83
First Allied Advisory Services
California
$2.13M +$132K +2,592 +7%
AWM
84
AE Wealth Management
Kansas
$2.13M -$2.18M -42,812 -51%
M&T Bank
85
M&T Bank
New York
$2.13M -$5.08K -100 -0.2%
KM
86
Kalos Management
Georgia
$2.1M +$64K +1,260 +3%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$2.03M +$173K +3,408 +9%
NPP
88
New Potomac Partners
Maryland
$2.02M -$35.6K -700 -2%
CAN
89
Cetera Advisor Networks
California
$2.01M -$190K -3,740 -9%
PFA
90
Pinnacle Family Advisors
Missouri
$1.98M +$1.97M +38,800 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.95M -$3.31M -65,220 -63%
FUBT
92
First United Bank & Trust
Maryland
$1.89M -$630K -12,392 -25%
MBT
93
Montecito Bank & Trust
California
$1.82M -$136K -2,668 -7%
SPC
94
Sigma Planning Corp
Michigan
$1.8M +$278K +5,480 +18%
MCM
95
Murphy Capital Management
New Jersey
$1.8M -$84.4K -1,660 -5%
SS
96
Simplicity Solutions
Minnesota
$1.79M -$2.26M -44,552 -56%
SBL
97
Sargent Bickham Lagudis
Colorado
$1.67M -$515K -10,132 -24%
SPIA
98
Steward Partners Investment Advisory
New York
$1.66M -$1M -19,688 -38%
KeyBank National Association
99
KeyBank National Association
Ohio
$1.65M -$29.3K -576 -2%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$1.6M -$2.65M -52,232 -62%

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.