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iShares US Technology ETF

637 hedge funds and large institutions have $3.59B invested in iShares US Technology ETF in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $1.3M

426% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more capital invested

Capital invested by funds: $3.18B → $3.59B (+$411M)

13% more funds holding

Funds holding: 565637 (+72)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.99% more ownership

Funds ownership: 40.56%41.55% (+0.99%)

Holders
637
Holders Change
+72
Holders Change %
+12.74%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
100
Increased
190
Reduced
154
Closed
19
Calls
$9.63M
Puts
$1.3M
Net Calls
+$8.33M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$499M -$8.69M -83,263 -2%
Bank of America
2
Bank of America
North Carolina
$454M +$54.1M +518,846 +13%
UBS Group
3
UBS Group
Switzerland
$202M -$2M -19,128 -0.9%
Wells Fargo
4
Wells Fargo
California
$165M +$37.5M +359,373 +28%
LPL Financial
5
LPL Financial
California
$146M +$24.5M +234,390 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$89.1M +$12.1M +116,292 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$73.3M +$22.9M +219,933 +44%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$72.6M -$22.7M -217,092 -23%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$70.8M +$5.39M +51,645 +8%
RJA
10
Raymond James & Associates
Florida
$68.9M +$40.3K +386 +0.1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$64.3M +$5.47M +52,462 +9%
PAG
12
Private Advisor Group
New Jersey
$56.1M +$17.6M +168,910 +44%
RIG
13
RiverFront Investment Group
Virginia
$50.8M -$40.9M -391,783 -44%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$50.5M -$614K -5,887 -1%
Ameriprise
15
Ameriprise
Minnesota
$47.3M +$9.69M +92,852 +25%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.8M +$39.9M +382,768 New
JP Morgan Chase
17
JP Morgan Chase
New York
$36.9M -$2.41M -23,085 -6%
FMC
18
First Merchants Corp
Indiana
$32.3M -$1.27M -12,178 -4%
UCFA
19
United Capital Financial Advisors
Texas
$32M +$296K +2,834 +0.9%
QA
20
Quantitative Advantage
Minnesota
$31.6M +$593K +5,679 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$31.6M -$2.34M -22,473 -7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$28M +$929K +8,906 +3%
5L
23
55I LLC
Massachusetts
$27.5M +$26.6M +255,199 +1,590%
MML Investors Services
24
MML Investors Services
Massachusetts
$23.7M -$1.66M -15,919 -6%
HCMG
25
Howard Capital Management Group
California
$21.3M -$939 -9 -0%

IYW Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2021, worth a combined $3.59B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IYW positions and 19 closed out — a net gain of 81 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $54.1M. The largest seller was RiverFront Investment Group, cutting an estimated $40.9M.

  • 637 institutional investors held iShares US Technology ETF (IYW) as of Q3 2021, up from 565 in Q2 2021.
  • Funds reported $3.59B of iShares US Technology ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 100 funds opened new iShares US Technology ETF positions in Q3 2021 and 19 closed out, a net change of +81 holders.
  • The largest iShares US Technology ETF buyer in Q3 2021 was Bank of America, an estimated $54.1M added.
  • The largest iShares US Technology ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2021.