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iShares US Technology ETF
IYW

341 hedge funds and large institutions have $1.55B invested in iShares US Technology ETF in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $768K

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

6.93% more ownership

Funds ownership: 170.55% → 177.48% (+6.9%)

1% more funds holding

Funds holding: 336 → 341 (+5)

18% less capital invested

Capital invested by funds: $1.89B → $1.55B (-$340M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

38% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 122

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
7.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
54
Increased
76
Reduced
122
Closed
45
Calls
$3.55M
Puts
$768K
Net Calls
+$2.78M
Net Calls Change
+$150K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$49.6M
2
Goldman Sachs
Goldman Sachs
New York
+$34.6M
3
RJA
Raymond James & Associates
Florida
+$25.5M
4
PIM
Parker Investment Management
California
+$17.2M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.56M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$34.3M
2
Wells Fargo
Wells Fargo
California
-$14.3M
3
Bank of America
Bank of America
North Carolina
-$13.8M
4
Ameriprise
Ameriprise
Minnesota
-$13.1M
5
NA
Navellier & Associates
Nevada
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
176
M Holdings Securities
Oregon
$472K -$416K -9,600 -45%
Mariner
177
Mariner
Kansas
$468K +$507K +11,696 New
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$462K +$336K +7,752 +204%
B
179
Bailard
California
$459K +$497K +11,468 New
KM
180
Kalos Management
Georgia
$458K -$1.2M -27,712 -71%
QAM
181
Questar Asset Management
Minnesota
$449K +$486K +11,228 New
BFO
182
Boston Family Office
Massachusetts
$448K – – –
KA
183
Kovack Advisors
Florida
$436K -$44K -1,016 -9%
CFA
184
Carroll Financial Associates
North Carolina
$429K +$65.8K +1,520 +17%
DC
185
Davenport & Co
Virginia
$413K +$147K +3,404 +49%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$400K – – –
HFS
187
HL Financial Services
Kentucky
$399K -$191K -4,420 -31%
CAM
188
Carret Asset Management
New York
$395K -$23.4K -540 -5%
CBA
189
Coastal Bridge Advisors
Connecticut
$395K – – –
MAFM
190
Mid Atlantic Financial Management
Pennsylvania
$395K +$428K +9,872 New
SWM
191
Sequoia Wealth Management
Illinois
$394K -$242K -5,592 -36%
CL
192
Choreo LLC
Illinois
$394K – – –
DLCIG
193
D.L. Carlson Investment Group
New Hampshire
$389K -$1.73K -40 -0.4%
AF
194
Advisornet Financial
Minnesota
$384K – – –
WIM
195
Westside Investment Management
California
$381K -$9.01K -208 -2%
TA
196
Tiedemann Advisors
New York
$379K – – –
SCA
197
Sage Capital Advisors
South Dakota
$372K +$403K +9,300 New
MM
198
Meridian Management
Arkansas
$368K – – –
IA
199
IFG Advisory
Georgia
$365K +$1.21K +28 +0.3%
BPC
200
Banque Pictet & Cie
Switzerland
$357K – – –
6 7
8
9 10

IYW Hedge Fund Activity: Q4 2018 in Review

341 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2018, worth a combined $1.55B — down 18% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IYW positions and 45 closed out — a net gain of 9 holders — while 76 added to existing stakes and 122 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $34.3M.

  • 341 institutional investors held iShares US Technology ETF (IYW) as of Q4 2018, up from 336 in Q3 2018.
  • Funds reported $1.55B of iShares US Technology ETF stock for Q4 2018, down 18% quarter-over-quarter.
  • 54 funds opened new iShares US Technology ETF positions in Q4 2018 and 45 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q4 2018 was RiverFront Investment Group, an estimated $49.6M added.
  • The largest iShares US Technology ETF seller in Q4 2018 was Morgan Stanley, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2018.