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iShares US Technology ETF
IYW

336 hedge funds and large institutions have $1.89B invested in iShares US Technology ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $2.15M

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

2% more funds holding

Funds holding: 328 → 336 (+8)

3% more capital invested

Capital invested by funds: $1.84B → $1.89B (+$49.2M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

13.26% less ownership

Funds ownership: 183.81% → 170.55% (-13%)

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
35
Increased
96
Reduced
97
Closed
26
Calls
$4.79M
Puts
$2.15M
Net Calls
+$2.63M
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.01M
2
PFA
Pinnacle Family Advisors
Missouri
+$5.8M
3
PAG
Private Advisor Group
New Jersey
+$3.77M
4
LPL Financial
LPL Financial
California
+$3.66M
5
Jane Street
Jane Street
New York
+$3.61M

Top Sellers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
-$105M
2
CWM
Cornerstone Wealth Management
Missouri
-$34.5M
3
AP
Advisors Preferred
Maryland
-$19.1M
4
Bank of America
Bank of America
North Carolina
-$11.8M
5
SG Americas Securities
SG Americas Securities
New York
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
176
D.L. Carlson Investment Group
New Hampshire
$474K -$42.5K -900 -8%
WIM
177
Westside Investment Management
California
$466K +$189 +4 +0%
AF
178
Advisornet Financial
Minnesota
$466K -$63K -1,332 -12%
PAS
179
Partnervest Advisory Services
California
$466K +$62.2K +1,316 +16%
WA
180
Wealthstar Advisors
Texas
$463K +$131K +2,772 +41%
TA
181
Tiedemann Advisors
New York
$461K – – –
RIA
182
Regal Investment Advisors
Michigan
$456K – – –
F
183
F3Logic
Minnesota
$455K +$181K +3,832 +69%
AIM
184
Anchor Investment Management
South Carolina
$454K – – –
MM
185
Meridian Management
Arkansas
$446K – – –
IA
186
IFG Advisory
Georgia
$442K -$4.92K -104 -1%
CFA
187
Carroll Financial Associates
North Carolina
$442K – – –
CTA
188
Chesley Taft & Associates
Illinois
$437K -$9.45K -200 -2%
BPC
189
Banque Pictet & Cie
Switzerland
$434K -$13.2K -280 -3%
TSS
190
Two Sigma Securities
New York
$416K +$406K +8,580 New
AF
191
Affiance Financial
Minnesota
$412K – – –
BDS
192
Banco de Sabadell
Florida
$401K – – –
VIA
193
Vantage Investment Advisors
Pennsylvania
$394K +$169K +3,572 +44%
APA
194
American Portfolios Advisors
New York
$390K -$13.8K -292 -4%
TI
195
Truepoint Inc
Ohio
$388K – – –
WB
196
WesBanco Bank
West Virginia
$376K +$18K +380 +5%
VCM
197
Vivaldi Capital Management
Illinois
$369K +$57.1K +1,208 +19%
PP
198
Palladium Partners
Virginia
$366K – – –
SS
199
Sunbelt Securities
Texas
$363K – – –
CWM
200
Cornerstone Wealth Management
Missouri
$362K -$34.5M -728,952 -77%
6 7
8
9 10

IYW Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2018, worth a combined $1.89B — up 2.7% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYW positions and 26 closed out — a net gain of 9 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.01M. The largest seller was Pinnacle Advisory Group, cutting an estimated $105M.

  • 336 institutional investors held iShares US Technology ETF (IYW) as of Q3 2018, up from 328 in Q2 2018.
  • Funds reported $1.89B of iShares US Technology ETF stock for Q3 2018, up 2.7% quarter-over-quarter.
  • 35 funds opened new iShares US Technology ETF positions in Q3 2018 and 26 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.01M added.
  • The largest iShares US Technology ETF seller in Q3 2018 was Pinnacle Advisory Group, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2018.