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iShares US Technology ETF

563 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 130 increasing their positions, 196 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 26

108% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $3.05M

12% more funds holding

Funds holding: 502563 (+61)

8% more capital invested

Capital invested by funds: $2.74B → $2.94B (+$206M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 196

137.11% less ownership

Funds ownership: 180.46%43.36% (-137%)

Holders
563
Holders Change
+61
Holders Change %
+12.15%
% of All Funds
9.96%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
93
Increased
130
Reduced
196
Closed
26
Calls
$6.34M
Puts
$3.05M
Net Calls
+$3.29M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$426M -$12.9M -160,996 -3%
Bank of America
2
Bank of America
North Carolina
$363M -$64.7M -809,302 -16%
UBS Group
3
UBS Group
Switzerland
$186M +$1.48M +18,578 +0.9%
Wells Fargo
4
Wells Fargo
California
$123M -$1.02M -12,715 -0.9%
LPL Financial
5
LPL Financial
California
$98M +$840K +10,509 +0.9%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$79.3M +$4.16M +52,110 +6%
RIG
7
RiverFront Investment Group
Virginia
$77.4M -$3.22M -40,317 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$72.7M -$8.9M -111,363 -12%
RJA
9
Raymond James & Associates
Florida
$59.8M -$277K -3,462 -0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$58.5M -$2.06M -25,757 -4%
PAG
11
Pinnacle Advisory Group
Maryland
$53.9M -$9.8M -122,616 -16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$50.9M +$7.01M +87,681 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.8M +$253K +3,170 +0.6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$47.3M -$358K -4,483 -0.8%
JP Morgan Chase
15
JP Morgan Chase
New York
$41.9M +$28.1K +352 +0.1%
Goldman Sachs
16
Goldman Sachs
New York
$41.7M -$58.4M -731,044 -60%
Ameriprise
17
Ameriprise
Minnesota
$38.2M +$101K +1,267 +0.3%
PAG
18
Private Advisor Group
New Jersey
$35.5M -$325K -4,069 -1%
QA
19
Quantitative Advantage
Minnesota
$27.3M +$3.01M +37,682 +13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27.3M -$1.78M -22,241 -6%
FMC
21
First Merchants Corp
Indiana
$26.7M +$2.08M +26,067 +9%
UCFA
22
United Capital Financial Advisors
Texas
$26.7M -$1.35M -16,909 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$24.9M -$649K -8,117 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$23.2M -$436K -5,462 -2%
SFI
25
SPC Financial Inc
Maryland
$23.1M -$1.23M -15,348 -5%

IYW Hedge Fund Activity: Q4 2020 in Review

563 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2020, worth a combined $2.94B — up 7.5% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IYW positions and 26 closed out — a net gain of 67 holders — while 130 added to existing stakes and 196 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.01M. The largest seller was Bank of America, cutting an estimated $64.7M.

  • 563 institutional investors held iShares US Technology ETF (IYW) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $2.94B of iShares US Technology ETF stock for Q4 2020, up 7.5% quarter-over-quarter.
  • 93 funds opened new iShares US Technology ETF positions in Q4 2020 and 26 closed out, a net change of +67 holders.
  • The largest iShares US Technology ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $7.01M added.
  • The largest iShares US Technology ETF seller in Q4 2020 was Bank of America, an estimated $64.7M sold.

Based on aggregated 13F filings for Q4 2020.