IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

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
Holders
374
Holders Change
-13
Holders Change %
-3.36%
% of All Funds
8.21%
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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.8M
2
FMC
First Merchants Corp
Indiana
$14.9M
3
AG
Advisor Group
Arizona
$15.1M
4
OIA
OneDigital Investment Advisors
Kansas
$4.4M
5
VF
Virtu Financial
New York
$4.66M

Top Sellers

1
AP
Advisors Preferred
Maryland
$138K
2
Barclays
Barclays
United Kingdom
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$16.7M
4
Morgan Stanley
Morgan Stanley
New York
$285M
5
TRCT
Tower Research Capital (TRC)
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
KCM Investment Advisors
California
$608K – – –
TW
177
TrinityPoint Wealth
Connecticut
$603K +$216 +4 +0%
FFN
178
Focus Financial Network
Minnesota
$587K +$4.49K +88 +0.8%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$584K +$6.33K +124 +1%
BRWA
180
B. Riley Wealth Advisors
Florida
$572K -$409 -8 -0.1%
BFO
181
Boston Family Office
Massachusetts
$572K – – –
LSPW
182
Lake Street Private Wealth
Illinois
$568K +$31.4K +616 +6%
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$565K +$42.1K +824 +8%
SS
184
Sunbelt Securities
Texas
$553K +$194K +3,804 +54%
F
185
F3Logic
Minnesota
$537K +$613 +12 +0.1%
NL
186
NWAM LLC
Washington
$528K -$50.4K -988 -9%
WI
187
Wintrust Investments
Illinois
$523K – – –
AWE
188
Avidian Wealth Enterprises
Texas
$520K +$174K +3,400 +50%
MA
189
Montag & Associates
Georgia
$518K -$48K -940 -8%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$511K -$63.5K -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 -$14.3K -280 -3%
IA
194
IFG Advisory
Georgia
$503K +$6.94K +136 +1%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$499K – – –
SWM
196
Sequoia Wealth Management
Illinois
$495K +$495K +9,520 New
DC
197
Davenport & Co
Virginia
$493K -$20.8K -420 -4%
PIMG
198
Patriot Investment Management Group
Tennessee
$493K +$81.3K +1,600 +20%
GP
199
Girard Partners
Pennsylvania
$492K +$43.6K +856 +10%
TA
200
Tiedemann Advisors
New York
$485K – – –
6 7
8
9 10