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iShares US Technology ETF
IYW

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

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

83% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $2.95M

12% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$179M)

9% more funds holding

Funds holding: 341 → 370 (+29)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9.27% less ownership

Funds ownership: 177.48% → 168.21% (-9.3%)

39% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 126

Holders
370
Holders Change
+29
Holders Change %
+8.5%
% of All Funds
8.01%
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
+$2.46M
Net Calls Change
-$318K

Top Buyers

Rank Fund Capital Flow
1
FEM
Fulcrum Equity Management
Texas
+$14.4M
2
GC
Grimes & Company
Massachusetts
+$13.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$12.4M
4
NA
Navellier & Associates
Nevada
+$8.91M
5
OWD
Osborn Williams & Donohoe
Ohio
+$6.99M

Top Sellers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
-$41.3M
2
Bank of America
Bank of America
North Carolina
-$36.5M
3
Goldman Sachs
Goldman Sachs
New York
-$26.5M
4
PIM
Parker Investment Management
California
-$15.8M
5
Morgan Stanley
Morgan Stanley
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
176
Howard Capital Management
Georgia
$530K +$477K +10,724 New
AA
177
Advisory Alpha
Michigan
$523K -$30.2K -680 -6%
MFG
178
Magnus Financial Group
New York
$522K +$231K +5,204 +90%
CFA
179
Carroll Financial Associates
North Carolina
$507K – – –
NL
180
NWAM LLC
Washington
$506K +$473K +10,628 New
F
181
F3Logic
Minnesota
$496K -$87.7K -1,972 -16%
DC
182
Davenport & Co
Virginia
$487K -$4.8K -108 -1%
PWLP
183
Prio Wealth Limited Partnership
Massachusetts
$486K +$8K +180 +2%
SWM
184
Sequoia Wealth Management
Illinois
$481K +$9.43K +212 +2%
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$475K +$4.09K +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 -$182K -4,092 -30%
GP
190
Girard Partners
Pennsylvania
$464K -$320K -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 +$9.07K +204 +2%
FHC
194
First Heartland Consultants
Missouri
$439K +$72.9K +1,640 +22%
MM
195
Meridian Management
Arkansas
$438K – – –
KA
196
Kovack Advisors
Florida
$432K -$81.8K -1,840 -17%
CIA
197
Choate Investment Advisors
Massachusetts
$432K +$267K +6,000 +196%
SCA
198
Sage Capital Advisors
South Dakota
$430K -$11.9K -268 -3%
HFS
199
HL Financial Services
Kentucky
$427K -$45.4K -1,020 -10%
BPC
200
Banque Pictet & Cie
Switzerland
$426K – – –
6 7
8
9 10

IYW Hedge Fund Activity: Q1 2019 in Review

370 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2019, worth a combined $1.72B — up 12% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IYW positions and 24 closed out — a net gain of 37 holders — while 77 added to existing stakes and 126 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $14.4M. The largest seller was Pinnacle Advisory Group, cutting an estimated $41.3M.

  • 370 institutional investors held iShares US Technology ETF (IYW) as of Q1 2019, up from 341 in Q4 2018.
  • Funds reported $1.72B of iShares US Technology ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 61 funds opened new iShares US Technology ETF positions in Q1 2019 and 24 closed out, a net change of +37 holders.
  • The largest iShares US Technology ETF buyer in Q1 2019 was Fulcrum Equity Management, an estimated $14.4M added.
  • The largest iShares US Technology ETF seller in Q1 2019 was Pinnacle Advisory Group, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2019.