We are live on ! Find out more
IYW icon

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
GLLW
151
Graves Light Lenhart Wealth
Virginia
$728K +$61K +1,200 +10%
WA
152
Wealthstar Advisors
Texas
$705K +$26.4K +520 +4%
HWA
153
HCR Wealth Advisors
California
$703K -$195K -3,836 -22%
WTB
154
Washington Trust Bank
Washington
$697K -$28.9K -568 -4%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$695K -$156K -3,064 -18%
DY
156
Dowling & Yahnke
California
$694K -$9.15K -180 -1%
BIC
157
Beach Investment Counsel
Pennsylvania
$694K
NFG
158
Next Financial Group
Texas
$690K -$50.8K -1,000 -7%
RIA
159
Regal Investment Advisors
Michigan
$688K +$12.6K +248 +2%
William Blair & Company
160
William Blair & Company
Illinois
$679K -$1.22K -24 -0.2%
AWC
161
Abundance Wealth Counselors
Pennsylvania
$679K
RJT
162
Raymond James Trust
Florida
$678K -$7.93K -156 -1%
SCG
163
Sonata Capital Group
Washington
$673K -$122K -2,400 -15%
BOS
164
Bingham Osborn & Scarborough
California
$664K
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$660K -$143K -2,816 -18%
BFA
166
Bragg Financial Advisors
North Carolina
$657K -$16.3K -320 -2%
APA
167
American Portfolios Advisors
New York
$656K +$361K +7,112 +124%
MWA
168
Meridian Wealth Advisors
Texas
$645K
SFSIG
169
San Francisco Sentry Investment Group
California
$644K +$10.2K +200 +2%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$643K
PWP
171
Principle Wealth Partners
Connecticut
$626K
CG
172
Colony Group
Massachusetts
$621K
VFA
173
Voya Financial Advisors
Connecticut
$613K -$92.1K -1,812 -13%
CCA
174
Clearwater Capital Advisors
Illinois
$609K -$31.5K -620 -5%
JIC
175
Joel Isaacson & Co
New York
$608K

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.