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iShares US Technology ETF

387 hedge funds and large institutions have $1.77B invested in iShares US Technology ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $1.94M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

7.3% more ownership

Funds ownership: 168.21%175.5% (+7.3%)

5% more funds holding

Funds holding: 370387 (+17)

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$44.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
387
Holders Change
+17
Holders Change %
+4.59%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
48
Increased
93
Reduced
124
Closed
27
Calls
$4.06M
Puts
$1.94M
Net Calls
+$2.12M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$289M -$12.4M -253,316 -4%
Bank of America
2
Bank of America
North Carolina
$236M -$27.3M -557,548 -10%
UBS Group
3
UBS Group
Switzerland
$127M -$3.72M -76,028 -3%
Wells Fargo
4
Wells Fargo
California
$84.5M -$674K -13,776 -0.8%
PAG
5
Pinnacle Advisory Group
Maryland
$84.4M -$3.07M -62,804 -4%
RIG
6
RiverFront Investment Group
Virginia
$53.8M -$1.35M -27,604 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$51.7M +$5.9M +120,764 +13%
LPL Financial
8
LPL Financial
California
$45.3M -$1.22M -24,912 -3%
RJA
9
Raymond James & Associates
Florida
$40.4M -$2.94M -60,172 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$32.1M -$3.18M -65,092 -9%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$30.1M -$1.45M -29,584 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.1M +$176K +3,596 +0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$23.9M +$1.27M +25,996 +6%
Barclays
14
Barclays
United Kingdom
$23.8M +$23.5M +481,424 New
Goldman Sachs
15
Goldman Sachs
New York
$20.5M -$1.56M -31,956 -7%
UCFA
16
United Capital Financial Advisors
Texas
$18.2M +$4.36M +89,212 +32%
Ameriprise
17
Ameriprise
Minnesota
$17.9M +$442K +9,048 +3%
GC
18
Grimes & Company
Massachusetts
$17.8M +$779K +15,936 +5%
SFI
19
SPC Financial Inc
Maryland
$17.1M -$176K -3,608 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.6M -$648K -13,248 -4%
MBT
21
Monroe Bank & Trust
Michigan
$14.6M -$1.15M -23,568 -7%
HCMNY
22
Howard Capital Management (New York)
New York
$13.8M -$265K -5,412 -2%
QA
23
Quantitative Advantage
Minnesota
$12.8M +$4.69M +95,836 +59%
Stifel Financial
24
Stifel Financial
Missouri
$12.5M +$358K +7,324 +3%
BlackRock
25
BlackRock
New York
$11.4M +$4.93M +100,840 +78%

IYW Hedge Fund Activity: Q2 2019 in Review

387 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2019, worth a combined $1.77B — up 2.6% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IYW positions and 27 closed out — a net gain of 21 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $23.6M. The largest seller was Bank of America, cutting an estimated $27.3M.

  • 387 institutional investors held iShares US Technology ETF (IYW) as of Q2 2019, up from 370 in Q1 2019.
  • Funds reported $1.77B of iShares US Technology ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 48 funds opened new iShares US Technology ETF positions in Q2 2019 and 27 closed out, a net change of +21 holders.
  • The largest iShares US Technology ETF buyer in Q2 2019 was Advisors Preferred, an estimated $23.6M added.
  • The largest iShares US Technology ETF seller in Q2 2019 was Bank of America, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2019.