We are live on ! Find out more
IYW icon

iShares US Technology ETF
IYW

565 hedge funds and large institutions have $3.18B invested in iShares US Technology ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $3.63M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $2.96B → $3.18B (+$213M)

3% more funds holding

Funds holding: 551 → 565 (+14)

3.79% less ownership

Funds ownership: 44.35% → 40.56% (-3.8%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

17% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 185

Holders
565
Holders Change
+14
Holders Change %
+2.54%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
52
Increased
153
Reduced
185
Closed
33
Calls
$8.23M
Puts
$3.63M
Net Calls
+$4.6M
Net Calls Change
+$2.21M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.4M
2
HCM
Howard Capital Management
Georgia
+$24.9M
3
PS
Portfolio Strategies
New York
+$10.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.59M
5
SAM
Smithbridge Asset Management
Pennsylvania
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$91M
2
SFI
SPC Financial Inc
Maryland
-$24.6M
3
Goldman Sachs
Goldman Sachs
New York
-$21.3M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$21.3M
5
CFG
CMC Financial Group
Georgia
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
126
Kore Private Wealth
New York
$2.35M +$825K +8,843 +60%
AllianceBernstein
127
AllianceBernstein
Tennessee
$2.34M -$508K -5,445 -19%
KeyBank National Association
128
KeyBank National Association
Ohio
$2.34M -$5.13K -55 -0.2%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$2.3M -$15.1K -162 -0.7%
BAIA
130
Bel Air Investment Advisors
California
$2.3M – – –
FUBT
131
First United Bank & Trust
Maryland
$2.29M -$249K -2,665 -10%
SC
132
Scotia Capital
Ontario, Canada
$2.28M +$64.7K +694 +3%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$159K +1,700 +8%
Allianz Asset Management
134
Allianz Asset Management
Germany
$2.25M +$2.11M +22,600 New
VPIM
135
Vanguard Personalized Indexing Management
California
$2.25M +$2.11M +22,600 New
CCFM
136
Clear Creek Financial Management
Washington
$2.17M +$2.03M +21,806 New
PA
137
Pinnacle Associates
New York
$2.14M +$32.6K +350 +2%
GM
138
GeoWealth Management
Illinois
$2.13M +$75.5K +810 +4%
SFA
139
Source Financial Advisors
New York
$2.13M +$75.9K +814 +4%
GWM
140
Geneos Wealth Management
Colorado
$2.09M -$57.7K -619 -3%
CSIC
141
Clifford Swan Investment Counsel
California
$2.09M – – –
Northern Trust
142
Northern Trust
Illinois
$2.08M -$168K -1,800 -8%
KF
143
Krilogy Financial
Missouri
$2.08M – – –
AHC
144
Adell Harriman & Carpenter
Texas
$2.07M -$9.33K -100 -0.5%
MSAM
145
Moloney Securities Asset Management
Missouri
$2.06M -$3.1M -33,204 -62%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$2.04M -$56.9K -610 -3%
NFC
147
Northeast Financial Consultants
Connecticut
$2.03M – – –
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$2.01M +$1.89M +20,225 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.98M +$134K +1,440 +8%
MHS
150
M Holdings Securities
Oregon
$1.98M +$70K +751 +4%
4 5
6
7 8

IYW Hedge Fund Activity: Q2 2021 in Review

565 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2021, worth a combined $3.18B — up 7.2% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IYW positions and 33 closed out — a net gain of 19 holders — while 153 added to existing stakes and 185 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $28.4M. The largest seller was Financial Perspectives, cutting an estimated $91M.

  • 565 institutional investors held iShares US Technology ETF (IYW) as of Q2 2021, up from 551 in Q1 2021.
  • Funds reported $3.18B of iShares US Technology ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 52 funds opened new iShares US Technology ETF positions in Q2 2021 and 33 closed out, a net change of +19 holders.
  • The largest iShares US Technology ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $28.4M added.
  • The largest iShares US Technology ETF seller in Q2 2021 was Financial Perspectives, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2021.