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iShares US Technology ETF
IYW

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: 5 → 5 (0)

1% less capital invested

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

3% less funds holding

Funds holding: 387 → 374 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$17.1M
2
FMC
First Merchants Corp
Indiana
+$14.8M
3
AG
Advisor Group
Arizona
+$5.63M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.33M
5
VF
Virtu Financial
New York
+$4.18M

Top Sellers

Rank Fund Capital Flow
1
AP
Advisors Preferred
Maryland
-$24.4M
2
Barclays
Barclays
United Kingdom
-$23.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
4
Morgan Stanley
Morgan Stanley
New York
-$13.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$1.56M +$1.56M +30,648 New
MAS
102
Madden Advisory Services
Florida
$1.52M – – –
FCI
103
Financial Counselors Inc
Kansas
$1.49M – – –
RWP
104
RWA Wealth Partners
Massachusetts
$1.49M -$19.5K -384 -1%
AIM
105
Acropolis Investment Management
Missouri
$1.44M – – –
CCT
106
Country Club Trust
Missouri
$1.39M -$11.4K -224 -0.8%
PCM
107
Parsons Capital Management
Rhode Island
$1.38M – – –
B
108
Brightworth
Georgia
$1.37M +$2.03K +40 +0.1%
PCIA
109
Prime Capital Investment Advisors
Kansas
$1.37M +$136K +2,680 +11%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$1.35M – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$1.35M +$72.2K +1,420 +6%
DAS
112
Dynamic Advisor Solutions
Arizona
$1.32M +$87.2K +1,716 +7%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.31M – – –
AHC
114
Adell Harriman & Carpenter
Texas
$1.3M +$1.29M +25,464 New
Northern Trust
115
Northern Trust
Illinois
$1.25M +$252K +4,956 +25%
PA
116
Parallel Advisors
California
$1.22M +$531K +10,452 +78%
AIC
117
Ameritas Investment Company
Nebraska
$1.2M +$432K +8,508 +57%
DSC
118
Duncker Streett & Co
Missouri
$1.2M – – –
LNC
119
Lincoln National Corp
Pennsylvania
$1.18M +$16.5K +324 +1%
MSAM
120
Moloney Securities Asset Management
Missouri
$1.18M +$39.8K +784 +4%
SCA
121
Snowden Capital Advisors
New York
$1.17M +$54.7K +1,076 +5%
Citigroup
122
Citigroup
New York
$1.17M -$38K -748 -3%
US Bancorp
123
US Bancorp
Minnesota
$1.17M -$64.6K -1,272 -5%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$1.15M -$1.93M -37,904 -63%
IFWM
125
Institute for Wealth Management
Colorado
$1.13M -$29.5K -580 -3%
3 4
5
6 7

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.