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iShares US Technology ETF

333 hedge funds and large institutions have $1.98B invested in iShares US Technology ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 25

75% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.74M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 314333 (+19)

1.14% more ownership

Funds ownership: 187.93%189.07% (+1.1%)

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$79.4M)

31% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 116

Holders
333
Holders Change
+19
Holders Change %
+6.05%
% of All Funds
7.63%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
45
Increased
80
Reduced
116
Closed
25
Calls
$10.1M
Puts
$5.74M
Net Calls
+$4.33M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$318M -$19.4M -450,976 -6%
Bank of America
2
Bank of America
North Carolina
$306M +$4.89M +113,604 +2%
PAG
3
Pinnacle Advisory Group
Maryland
$210M +$27.3M +634,908 +15%
UBS Group
4
UBS Group
Switzerland
$111M -$1.6M -37,204 -1%
Wells Fargo
5
Wells Fargo
California
$88.1M -$4.63M -107,600 -5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.5M +$67.2M +1,560,348 +414%
AssetMark Inc
7
AssetMark Inc
California
$66.9M -$2.6M -60,476 -4%
Goldman Sachs
8
Goldman Sachs
New York
$46.7M -$16.7M -387,404 -26%
LPL Financial
9
LPL Financial
California
$45.6M -$7.88M -182,932 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.4M +$8.61K +200 +0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.1M -$158K -3,676 -0.5%
Ameriprise
12
Ameriprise
Minnesota
$31.7M -$823K -19,120 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$28.9M -$1.75M -40,732 -6%
UCFA
14
United Capital Financial Advisors
Texas
$26.7M +$3.73M +86,576 +16%
GC
15
Grimes & Company
Massachusetts
$20.8M +$1.44M +33,404 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$19M +$238K +5,524 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$17.7M -$127K -2,960 -0.7%
HCMNY
18
Howard Capital Management (New York)
New York
$17.4M +$371K +8,624 +2%
Jane Street
19
Jane Street
New York
$15.3M +$15.1M +350,180 +2,664%
RJA
20
Raymond James & Associates
Florida
$14.6M -$1.11M -25,832 -7%
SFI
21
SPC Financial Inc
Maryland
$14.1M -$16.9K -392 -0.1%
MBT
22
Monroe Bank & Trust
Michigan
$12.3M +$571K +13,260 +5%
NA
23
Navellier & Associates
Nevada
$11.4M +$7.57M +175,896 +185%
AP
24
Advisors Preferred
Maryland
$11.4M +$11.7M +270,960 New
QA
25
Quantitative Advantage
Minnesota
$10.8M +$14.8K +344 +0.1%

IYW Hedge Fund Activity: Q1 2018 in Review

333 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2018, worth a combined $1.98B — up 4.2% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYW positions and 25 closed out — a net gain of 20 holders — while 80 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $67.2M. The largest seller was Envestnet Asset Management, cutting an estimated $23.1M.

  • 333 institutional investors held iShares US Technology ETF (IYW) as of Q1 2018, up from 314 in Q4 2017.
  • Funds reported $1.98B of iShares US Technology ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 45 funds opened new iShares US Technology ETF positions in Q1 2018 and 25 closed out, a net change of +20 holders.
  • The largest iShares US Technology ETF buyer in Q1 2018 was Manulife (Manufacturers Life Insurance), an estimated $67.2M added.
  • The largest iShares US Technology ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2018.