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iShares US Technology ETF

328 hedge funds and large institutions have $1.84B invested in iShares US Technology ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $4M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 333328 (-5)

5.26% less ownership

Funds ownership: 189.07%183.81% (-5.3%)

7% less capital invested

Capital invested by funds: $1.98B → $1.84B (-$145M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 121

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
75
Reduced
121
Closed
26
Calls
$6.53M
Puts
$4M
Net Calls
+$2.53M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$320M -$16.7M -377,788 -5%
Bank of America
2
Bank of America
North Carolina
$299M -$24.8M -560,144 -8%
PAG
3
Pinnacle Advisory Group
Maryland
$220M -$2M -45,328 -0.9%
UBS Group
4
UBS Group
Switzerland
$116M -$804K -18,184 -0.7%
Wells Fargo
5
Wells Fargo
California
$90.8M -$2.58M -58,424 -3%
LPL Financial
6
LPL Financial
California
$48.3M -$72.9K -1,648 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37.6M +$3.56M +80,580 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$33.8M -$1.58M -35,620 -4%
Ameriprise
9
Ameriprise
Minnesota
$31.2M -$2.45M -55,496 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.5M +$10.3M +232,556 +52%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$30.1M -$618K -13,968 -2%
UCFA
12
United Capital Financial Advisors
Texas
$22M -$6.3M -142,440 -22%
AP
13
Advisors Preferred
Maryland
$19.1M +$6.98M +157,832 +58%
JP Morgan Chase
14
JP Morgan Chase
New York
$18.7M -$20.3K -460 -0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.7M +$10.7M +242,804 +157%
HCMNY
16
Howard Capital Management (New York)
New York
$17.5M -$971K -21,960 -5%
SFI
17
SPC Financial Inc
Maryland
$15.2M +$245K +5,536 +2%
RJA
18
Raymond James & Associates
Florida
$15.1M -$352K -7,952 -2%
MBT
19
Monroe Bank & Trust
Michigan
$13.4M +$421K +9,516 +3%
QA
20
Quantitative Advantage
Minnesota
$12.5M +$1.07M +24,216 +9%
NA
21
Navellier & Associates
Nevada
$11.7M -$367K -8,292 -3%
GC
22
Grimes & Company
Massachusetts
$11.4M -$10.6M -239,912 -48%
MML Investors Services
23
MML Investors Services
Massachusetts
$11M +$789K +17,848 +8%
SCA
24
Stillwater Capital Advisors
Pennsylvania
$10.6M -$68.1K -1,540 -0.6%
Goldman Sachs
25
Goldman Sachs
New York
$10.6M -$38.6M -873,052 -79%