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iShares US Technology ETF

336 hedge funds and large institutions have $1.89B invested in iShares US Technology ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $2.15M

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

2% more funds holding

Funds holding: 328336 (+8)

3% more capital invested

Capital invested by funds: $1.84B → $1.89B (+$49.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

13.26% less ownership

Funds ownership: 183.81%170.55% (-13%)

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
35
Increased
96
Reduced
97
Closed
26
Calls
$4.79M
Puts
$2.15M
Net Calls
+$2.63M
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$348M -$1.05M -22,288 -0.3%
Bank of America
2
Bank of America
North Carolina
$313M -$11.8M -250,244 -4%
PAG
3
Pinnacle Advisory Group
Maryland
$132M -$105M -2,222,864 -45%
UBS Group
4
UBS Group
Switzerland
$127M -$39.5K -836 -0%
Wells Fargo
5
Wells Fargo
California
$107M +$8.01M +169,344 +8%
Ameriprise
6
Ameriprise
Minnesota
$60.1M +$1.07M +22,652 +3%
LPL Financial
7
LPL Financial
California
$56.3M +$3.66M +77,420 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39.6M -$1.31M -27,792 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$37.2M +$416K +8,800 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$33.5M +$316K +6,688 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$31.6M -$1.04M -21,964 -3%
UCFA
12
United Capital Financial Advisors
Texas
$21.5M -$2.39M -50,524 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.3M -$137K -2,888 -0.7%
HCMNY
14
Howard Capital Management (New York)
New York
$17.7M -$1.29M -27,256 -7%
RJA
15
Raymond James & Associates
Florida
$17.3M +$846K +17,904 +5%
SFI
16
SPC Financial Inc
Maryland
$16.7M +$224K +4,740 +1%
MBT
17
Monroe Bank & Trust
Michigan
$14.7M +$64.7K +1,368 +0.5%
GC
18
Grimes & Company
Massachusetts
$14.1M +$1.68M +35,628 +14%
QA
19
Quantitative Advantage
Minnesota
$14M +$347K +7,332 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$13.8M +$1.86M +39,352 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.5M -$5.64M -119,280 -30%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$11.9M +$1.89M +40,000 +19%
Goldman Sachs
23
Goldman Sachs
New York
$11.9M +$352K +7,436 +3%
NA
24
Navellier & Associates
Nevada
$11.8M -$946K -20,004 -8%
SCA
25
Stillwater Capital Advisors
Pennsylvania
$11.6M +$41.8K +884 +0.4%

IYW Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2018, worth a combined $1.89B — up 2.7% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYW positions and 26 closed out — a net gain of 9 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.01M. The largest seller was Pinnacle Advisory Group, cutting an estimated $105M.

  • 336 institutional investors held iShares US Technology ETF (IYW) as of Q3 2018, up from 328 in Q2 2018.
  • Funds reported $1.89B of iShares US Technology ETF stock for Q3 2018, up 2.7% quarter-over-quarter.
  • 35 funds opened new iShares US Technology ETF positions in Q3 2018 and 26 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.01M added.
  • The largest iShares US Technology ETF seller in Q3 2018 was Pinnacle Advisory Group, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2018.