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iShares US Technology ETF
IYW

Overview Fund Activity

370 hedge funds and large institutions have $1.72B invested in iShares US Technology ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 77 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
61
Increased
77
Reduced
126
Closed
24
Calls
$5.42M
Puts
$2.95M
Net Calls
+$2.47M
Net Calls Change
-$318K

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
$15.4M
2
GC
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.3M
4
NA
Navellier & Associates
Nevada
$9.54M
5
OWD
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
Bank of America
North Carolina
$253M
3
Goldman Sachs
Goldman Sachs
New York
$21.2M
4
PIM
Parker Investment Management
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
126
Legacy Private Trust
Wisconsin
$914K -$54.3K -1,140 -6%
FWIA
127
Fort Washington Investment Advisors
Ohio
$882K -$92.4K -1,940 -9%
HWA
128
HCR Wealth Advisors
California
$869K -$215K -4,608 -20%
FHB
129
First Hawaiian Bank
Hawaii
$863K – – –
SCG
130
Sonata Capital Group
Washington
$847K -$38.1K -800 -4%
IWM
131
IHT Wealth Management
Illinois
$843K -$169K -3,548 -17%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$814K – – –
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$811K -$1.28M -26,816 -61%
OC
134
Oppenheimer & Co
New York
$802K +$4.58K +96 +0.6%
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$795K – – –
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$790K +$2.86K +60 +0.4%
ANB
137
Amarillo National Bank
Texas
$772K +$772K +16,192 New
PWAP
138
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$765K – – –
P
139
Pitcairn
Pennsylvania
$762K – – –
PP
140
Patten & Patten
Tennessee
$751K – – –
REMPR
141
Roof Eidam Maycock Peralta (REMP)
California
$750K – – –
CCA
142
Conservest Capital Advisors
Pennsylvania
$747K -$381 -8 -0.1%
MA
143
Montag & Associates
Georgia
$737K +$27.3K +572 +4%
GCA
144
Genesee Capital Advisors
New York
$686K +$26.3K +552 +4%
William Blair & Company
145
William Blair & Company
Illinois
$684K -$971K -20,396 -59%
VFA
146
Voya Financial Advisors
Connecticut
$680K +$6.99K +148 +1%
DY
147
Dowling & Yahnke
California
$679K +$161K +3,380 +31%
WTB
148
Washington Trust Bank
Washington
$677K -$33.7K -708 -5%
SPC
149
Sigma Planning Corp
Michigan
$671K -$20.4K -428 -3%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$656K +$105K +2,212 +19%
4 5
6
7 8