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iShares US Technology ETF
IYW

Overview Fund Activity

370 hedge funds and large institutions have $1.72B invested in iShares US Technology ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 77 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
61
Increased
77
Reduced
126
Closed
24
Calls
$5.42M
Puts
$2.95M
Net Calls
+$2.47M
Net Calls Change
-$318K

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
$15.4M
2
GC
Grimes & Company
Massachusetts
$16.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.3M
4
NA
Navellier & Associates
Nevada
$9.54M
5
OWD
Osborn Williams & Donohoe
Ohio
$7.76M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
$84.3M
2
Bank of America
Bank of America
North Carolina
$253M
3
Goldman Sachs
Goldman Sachs
New York
$21.2M
4
PIM
Parker Investment Management
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
176
Howard Capital Management
Georgia
$530K +$530K +10,724 New
AA
177
Advisory Alpha
Michigan
$523K -$33.4K -680 -6%
MFG
178
Magnus Financial Group
New York
$522K +$248K +5,204 +90%
CFA
179
Carroll Financial Associates
North Carolina
$507K – – –
NL
180
NWAM LLC
Washington
$506K +$506K +10,628 New
F
181
F3Logic
Minnesota
$496K -$93.8K -1,972 -16%
DC
182
Davenport & Co
Virginia
$487K -$5.15K -108 -1%
PWLP
183
Prio Wealth Limited Partnership
Massachusetts
$486K +$8.58K +180 +2%
SWM
184
Sequoia Wealth Management
Illinois
$481K +$10.1K +212 +2%
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$475K +$4.39K +92 +0.9%
CAM
186
Carret Asset Management
New York
$471K – – –
CBA
187
Coastal Bridge Advisors
Connecticut
$471K – – –
CL
188
Choreo LLC
Illinois
$470K – – –
TPWA
189
TRUE Private Wealth Advisors
Oregon
$465K -$195K -4,092 -30%
GP
190
Girard Partners
Pennsylvania
$464K -$343K -7,200 -42%
DLCIG
191
D.L. Carlson Investment Group
New Hampshire
$463K – – –
TA
192
Tiedemann Advisors
New York
$453K – – –
IA
193
IFG Advisory
Georgia
$445K +$9.71K +204 +2%
FHC
194
First Heartland Consultants
Missouri
$439K +$78.2K +1,640 +22%
MM
195
Meridian Management
Arkansas
$438K – – –
KA
196
Kovack Advisors
Florida
$432K -$87.7K -1,840 -17%
CIA
197
Choate Investment Advisors
Massachusetts
$432K +$286K +6,000 +196%
SCA
198
Sage Capital Advisors
South Dakota
$430K -$12.8K -268 -3%
HFS
199
HL Financial Services
Kentucky
$427K -$48.6K -1,020 -10%
BPC
200
Banque Pictet & Cie
Switzerland
$426K – – –
6 7
8
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