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iShares US Technology ETF

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.99% more ownership

Funds ownership: 40.56%41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
176
Adell Harriman & Carpenter
Texas
$2.04M -$73K -700 -3%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$2.03M -$15.3K -147 -0.7%
WA
178
WBH Advisory
Maryland
$2.02M +$2.08M +19,899 New
Mariner
179
Mariner
Kansas
$2.01M +$1.04K +10 +0.1%
CWA
180
Clearview Wealth Advisors
Oregon
$1.98M +$2.04M +19,504 New
CPO
181
Cerity Partners OCIO
New York
$1.95M +$705K +6,756 +54%
DSC
182
Duncker Streett & Co
Missouri
$1.94M
NAG
183
Northstar Advisory Group
New Jersey
$1.92M +$1.98M +18,932 New
SPAS
184
Spectrum Planning & Advisory Services
California
$1.92M +$1.98M +18,932 New
SCA
185
Snowden Capital Advisors
New York
$1.9M -$15K -144 -0.8%
MW
186
Marcum Wealth
Ohio
$1.9M +$23K +220 +1%
MGIA
187
Matthew Goff Investment Advisor
Texas
$1.89M -$15.9K -152 -0.8%
KM
188
Kalos Management
Georgia
$1.89M +$786K +7,531 +84%
MOS
189
MGO One Seven
Ohio
$1.86M -$302K -2,894 -15%
NA
190
Navellier & Associates
Nevada
$1.81M +$340K +3,260 +22%
IA
191
IFG Advisory
Georgia
$1.81M -$2.61K -25 -0.1%
SIM
192
Seaview Investment Managers
Florida
$1.81M +$1.86M +17,837 New
CF
193
Centaurus Financial
California
$1.8M +$1.56M +14,941 +527%
FNT
194
First National Trust
Pennsylvania
$1.8M
PNC
195
Park National Corp
Ohio
$1.77M -$227K -2,175 -11%
AFWM
196
AMJ Financial Wealth Management
Virginia
$1.72M +$1.77M +16,947 New
Comerica Bank
197
Comerica Bank
Texas
$1.71M -$52.4K -502 -3%
TWP
198
Tempus Wealth Planning
California
$1.7M -$23.9K -229 -1%
SWA
199
Stratos Wealth Advisors
Ohio
$1.65M +$1.7M +16,277 New
LPT
200
Legacy Private Trust
Wisconsin
$1.65M -$165K -1,585 -9%

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.