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iShares US Technology ETF

551 hedge funds and large institutions have $2.96B invested in iShares US Technology ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 221 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $798K

0.99% more ownership

Funds ownership: 43.36%44.35% (+0.99%)

1% more capital invested

Capital invested by funds: $2.94B → $2.96B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2% less funds holding

Funds holding: 563551 (-12)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

43% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 221

Holders
551
Holders Change
-12
Holders Change %
-2.13%
% of All Funds
9.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
126
Reduced
221
Closed
46
Calls
$3.19M
Puts
$798K
Net Calls
+$2.39M
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$436M -$2.65M -30,223 -0.6%
Bank of America
2
Bank of America
North Carolina
$358M -$15.6M -178,230 -4%
UBS Group
3
UBS Group
Switzerland
$179M -$12.3M -140,894 -6%
Wells Fargo
4
Wells Fargo
California
$119M -$8.06M -91,975 -6%
LPL Financial
5
LPL Financial
California
$102M +$833K +9,506 +0.8%
RIG
6
RiverFront Investment Group
Virginia
$78.7M -$1.16M -13,226 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$76.1M +$1.19M +13,549 +2%
RJA
8
Raymond James & Associates
Florida
$60.3M -$1.4M -16,033 -2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$57.9M -$27.1M -309,197 -33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$55.2M +$2.68M +30,602 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$53.4M -$6.86M -78,307 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$47.8M -$2.45M -27,951 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$46.6M -$2.11M -24,127 -4%
PAG
14
Pinnacle Advisory Group
Maryland
$41.8M -$13.8M -157,055 -25%
JP Morgan Chase
15
JP Morgan Chase
New York
$40.2M -$3.01M -34,308 -7%
PAG
16
Private Advisor Group
New Jersey
$35.8M -$795K -9,072 -2%
Ameriprise
17
Ameriprise
Minnesota
$35.8M -$3.59M -40,942 -9%
Goldman Sachs
18
Goldman Sachs
New York
$35.1M -$7.89M -90,040 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.5M +$432K +4,934 +2%
FMC
20
First Merchants Corp
Indiana
$28.4M +$888K +10,139 +3%
UCFA
21
United Capital Financial Advisors
Texas
$27.1M -$434K -4,950 -2%
QA
22
Quantitative Advantage
Minnesota
$25.4M -$2.78M -31,755 -10%
SFI
23
SPC Financial Inc
Maryland
$23.6M -$263K -2,998 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$23.4M -$458K -5,231 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$21.3M -$4.37M -49,846 -17%

IYW Hedge Fund Activity: Q1 2021 in Review

551 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2021, worth a combined $2.96B — up 0.61% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYW and 41 opened new positions — a net loss of 5 holders — while 221 trimmed existing stakes and 126 added.

The largest buyer was Financial Perspectives, adding an estimated $85.5M. The largest seller was Bank of Montreal, cutting an estimated $27.1M.

  • 551 institutional investors held iShares US Technology ETF (IYW) as of Q1 2021, down from 563 in Q4 2020.
  • Funds reported $2.96B of iShares US Technology ETF stock for Q1 2021, up 0.61% quarter-over-quarter.
  • 41 funds opened new iShares US Technology ETF positions in Q1 2021 and 46 closed out, a net change of -5 holders.
  • The largest iShares US Technology ETF buyer in Q1 2021 was Financial Perspectives, an estimated $85.5M added.
  • The largest iShares US Technology ETF seller in Q1 2021 was Bank of Montreal, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2021.