We are live on ! Find out more
IYW icon

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
WB
201
WesBanco Bank
West Virginia
$476K -$4.07K -80 -0.8%
DLCIG
202
D.L. Carlson Investment Group
New Hampshire
$475K -$10.8K -212 -2%
MM
203
Meridian Management
Arkansas
$470K
CL
204
Choreo LLC
Illinois
$469K
CIA
205
Choate Investment Advisors
Massachusetts
$463K
MFG
206
Magnus Financial Group
New York
$459K -$60.6K -1,192 -12%
BPC
207
Banque Pictet & Cie
Switzerland
$456K
CTA
208
Chesley Taft & Associates
Illinois
$439K
AF
209
Advisornet Financial
Minnesota
$434K +$14.8K +292 +4%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$430K +$94.3K +1,856 +28%
AF
211
Affiance Financial
Minnesota
$421K
Brown Advisory
212
Brown Advisory
Maryland
$415K
KA
213
Kovack Advisors
Florida
$413K -$57.3K -1,128 -12%
CA
214
Calton & Associates
Florida
$410K +$408K +8,032 New
DADC
215
D.A. Davidson & Co
Montana
$409K -$407 -8 -0.1%
P
216
Pitcairn
Pennsylvania
$408K
VCM
217
Virtue Capital Management
Tennessee
$381K +$73.4K +1,444 +24%
HVIA
218
Hudson Valley Investment Advisors
New York
$380K
VCM
219
Vivaldi Capital Management
Illinois
$376K
5L
220
55I LLC
Massachusetts
$374K -$9.35K -184 -2%
RC
221
RegentAtlantic Capital
New Jersey
$371K +$31.1K +612 +9%
PP
222
Palladium Partners
Virginia
$366K +$84.4K +1,660 +28%
CFA
223
Carroll Financial Associates
North Carolina
$363K -$190K -3,740 -34%
GIA
224
Gladstone Institutional Advisory
Florida
$362K -$27K -532 -7%
BBNA
225
Bremer Bank National Association
Minnesota
$361K

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.