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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
KIA
176
KCM Investment Advisors
California
$608K
TW
177
TrinityPoint Wealth
Connecticut
$603K +$203 +4 +0%
FFN
178
Focus Financial Network
Minnesota
$587K +$4.47K +88 +0.8%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$584K +$6.3K +124 +1%
BRWA
180
B. Riley Wealth Advisors
Florida
$572K -$407 -8 -0.1%
BFO
181
Boston Family Office
Massachusetts
$572K
LSPW
182
Lake Street Private Wealth
Illinois
$568K +$31.3K +616 +6%
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$565K +$41.9K +824 +8%
SS
184
Sunbelt Securities
Texas
$553K +$193K +3,804 +54%
F
185
F3Logic
Minnesota
$537K +$610 +12 +0.1%
NL
186
NWAM LLC
Washington
$528K -$50.2K -988 -9%
WI
187
Wintrust Investments
Illinois
$523K
AWE
188
Avidian Wealth Enterprises
Texas
$520K +$173K +3,400 +50%
MA
189
Montag & Associates
Georgia
$518K -$47.8K -940 -8%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$511K -$63.2K -1,244 -11%
CAM
191
Carret Asset Management
New York
$505K
CBA
192
Coastal Bridge Advisors
Connecticut
$504K
PWLP
193
Prio Wealth Limited Partnership
Massachusetts
$503K -$14.2K -280 -3%
IA
194
IFG Advisory
Georgia
$503K +$6.91K +136 +1%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$499K
SWM
196
Sequoia Wealth Management
Illinois
$495K +$484K +9,520 New
DC
197
Davenport & Co
Virginia
$493K -$21.3K -420 -4%
PIMG
198
Patriot Investment Management Group
Tennessee
$493K +$81.3K +1,600 +20%
GP
199
Girard Partners
Pennsylvania
$492K +$43.5K +856 +10%
TA
200
Tiedemann Advisors
New York
$485K

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.