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iShares US Technology ETF
IYW

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565 → 637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.99% more ownership

Funds ownership: 40.56% → 41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$54.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
3
Wells Fargo
Wells Fargo
California
+$37.5M
4
5L
55I LLC
Massachusetts
+$26.6M
5
LPL Financial
LPL Financial
California
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$40.9M
2
HCM
Howard Capital Management
Georgia
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$3.2M -$250K -2,395 -7%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$3.18M – – –
Renaissance Technologies
128
Renaissance Technologies
New York
$3.07M +$2.27M +21,791 +256%
CCT
129
Country Club Trust
Missouri
$3.05M +$120K +1,150 +4%
PA
130
Parallel Advisors
California
$3M – – –
TLFA
131
True Link Financial Advisors
California
$2.99M -$9.81K -94 -0.3%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$2.89M +$333K +3,189 +13%
CCFM
133
Clear Creek Financial Management
Washington
$2.88M +$695K +6,658 +31%
FHB
134
First Hawaiian Bank
Hawaii
$2.84M +$911K +8,733 +45%
NEGWA
135
New England Guild Wealth Advisors
Connecticut
$2.81M – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$507K +4,862 +21%
FTUS
137
Flow Traders U.S.
New York
$2.8M +$2.89M +27,688 New
FCI
138
Financial Counselors Inc
Kansas
$2.8M -$36.5K -350 -1%
CCM
139
Condor Capital Management
New Jersey
$2.8M -$99.8K -956 -3%
PCM
140
Parsons Capital Management
Rhode Island
$2.77M +$306K +2,930 +12%
JIP
141
Jaffetilchin Investment Partners
Florida
$2.75M -$2.75M -26,379 -49%
BAM
142
Belpointe Asset Management
Nevada
$2.73M +$2.41M +23,130 +609%
Bessemer Group
143
Bessemer Group
New Jersey
$2.72M +$2.8M +26,862 New
B
144
Brightworth
Georgia
$2.72M – – –
HI
145
Harbour Investments
Wisconsin
$2.71M +$848K +8,130 +44%
MCM
146
Murphy Capital Management
New Jersey
$2.7M -$49K -470 -2%
IWM
147
IHT Wealth Management
Illinois
$2.67M -$270K -2,588 -9%
William Blair & Company
148
William Blair & Company
Illinois
$2.66M +$14.1K +135 +0.5%
DIP
149
DT Investment Partners
Pennsylvania
$2.61M – – –
KPW
150
Kore Private Wealth
New York
$2.59M +$200K +1,913 +8%
4 5
6
7 8

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.