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iShares US Technology ETF

734 hedge funds and large institutions have $4.54B invested in iShares US Technology ETF in 2021 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 172 increasing their positions, 237 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

701% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $1.54M

284% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 38

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

27% more capital invested

Capital invested by funds: $3.59B → $4.54B (+$954M)

15% more funds holding

Funds holding: 637734 (+97)

3.74% more ownership

Funds ownership: 41.55%45.3% (+3.7%)

27% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 237

Holders
734
Holders Change
+97
Holders Change %
+15.23%
% of All Funds
11.3%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.32%
New
146
Increased
172
Reduced
237
Closed
38
Calls
$12.3M
Puts
$1.54M
Net Calls
+$10.8M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$555M -$10.6M -95,790 -2%
Bank of America
2
Bank of America
North Carolina
$483M -$30.2M -272,225 -6%
Prudential Financial
3
Prudential Financial
New Jersey
$449M +$427M +3,848,264 +6,332%
UBS Group
4
UBS Group
Switzerland
$219M -$10.1M -91,042 -5%
Wells Fargo
5
Wells Fargo
California
$196M +$8.12M +73,162 +4%
LPL Financial
6
LPL Financial
California
$178M +$12.2M +109,561 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$101M +$176K +1,582 +0.2%
RIG
8
RiverFront Investment Group
Virginia
$100M +$41.2M +370,683 +74%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.7M +$11.9M +107,551 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$78.5M -$4.4M -39,594 -5%
RJA
11
Raymond James & Associates
Florida
$73.5M -$4.45M -40,120 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$71.7M -$1.23M -11,034 -2%
Ameriprise
13
Ameriprise
Minnesota
$56.8M +$3.11M +28,044 +6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$56.7M -$576K -5,188 -1%
CWM
15
Congress Wealth Management
Massachusetts
$47.8M +$46.3M +416,726 New
QA
16
Quantitative Advantage
Minnesota
$42.5M +$6.37M +57,382 +18%
JP Morgan Chase
17
JP Morgan Chase
New York
$42.2M +$255K +2,301 +0.6%
UCFA
18
United Capital Financial Advisors
Texas
$37.7M +$1.43M +12,906 +4%
PAG
19
Private Advisor Group
New Jersey
$36.9M -$25.8M -232,636 -42%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$36.4M +$610K +5,492 +2%
FMC
21
First Merchants Corp
Indiana
$36.4M -$222K -1,998 -0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$32.3M +$483K +4,352 +2%
HCMG
23
Howard Capital Management Group
California
$24.2M -$222 -2 -0%
MML Investors Services
24
MML Investors Services
Massachusetts
$23.8M -$3.05M -27,504 -12%
CB
25
Commerce Bank
Missouri
$23.6M -$199K -1,790 -0.9%

IYW Hedge Fund Activity: Q4 2021 in Review

734 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2021, worth a combined $4.54B — up 27% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IYW positions and 38 closed out — a net gain of 108 holders — while 172 added to existing stakes and 237 trimmed.

The largest buyer was Prudential Financial, adding an estimated $427M. The largest seller was Bank of Montreal, cutting an estimated $57.7M.

  • 734 institutional investors held iShares US Technology ETF (IYW) as of Q4 2021, up from 637 in Q3 2021.
  • Funds reported $4.54B of iShares US Technology ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 146 funds opened new iShares US Technology ETF positions in Q4 2021 and 38 closed out, a net change of +108 holders.
  • The largest iShares US Technology ETF buyer in Q4 2021 was Prudential Financial, an estimated $427M added.
  • The largest iShares US Technology ETF seller in Q4 2021 was Bank of Montreal, an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2021.