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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
BRWA
201
B. Riley Wealth Advisors
Florida
$1.65M +$48.5K +465 +3%
MFS
202
Mirabella Financial Services
United Kingdom
$1.63M +$1.68M +16,098 New
SIA
203
SkyView Investment Advisors
New Jersey
$1.62M +$1.67M +16,023 New
SAM
204
Strategy Asset Managers
California
$1.6M -$91.8K -880 -5%
DT
205
Diversified Trust
Tennessee
$1.6M
REMPR
206
Roof Eidam Maycock Peralta (REMP)
California
$1.59M
PFA
207
Pinnacle Family Advisors
Missouri
$1.58M +$1.36M +13,014 +506%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$1.57M
KCA
209
Karn Couzens & Associates
Connecticut
$1.57M -$120K -1,150 -7%
BC
210
Bartlett & Co
Ohio
$1.57M
FWIA
211
Fort Washington Investment Advisors
Ohio
$1.55M -$55.3K -530 -3%
AAS
212
Avantax Advisory Services
Texas
$1.54M -$87.6K -840 -5%
OAM
213
Occidental Asset Management
California
$1.52M -$192K -1,840 -11%
TNAM
214
Terra Nova Asset Management
New York
$1.5M +$77.4K +742 +5%
TA
215
TrueWealth Advisors
Alabama
$1.47M +$105K +1,011 +7%
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.47M -$14.6K -140 -1%
CFGS
217
Concourse Financial Group Securities
Alabama
$1.42M +$271K +2,596 +23%
CWM
218
Curi Wealth Management
North Carolina
$1.41M +$358K +3,431 +33%
HWA
219
HCR Wealth Advisors
California
$1.39M -$3.34K -32 -0.2%
FPCP
220
Fort Point Capital Partners
California
$1.38M +$1.42M +13,638 New
NL
221
NWAM LLC
Washington
$1.37M +$66.9K +641 +5%
IWA
222
IBEX Wealth Advisors
New Jersey
$1.36M +$35.9K +344 +3%
CWA
223
Canvas Wealth Advisors
Kansas
$1.35M
IAIM
224
International Assets Investment Management
Florida
$1.35M -$129K -1,239 -8%
BMD
225
Better Money Decisions
New Mexico
$1.35M +$5.74K +55 +0.4%

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.