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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
226
Roble Belko & Company
Pennsylvania
$35K -$22.4K -640 -39%
FWM
227
Focused Wealth Management
New York
$34K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$29K
KTC
229
Kistler-Tiffany Companies
Pennsylvania
$28K -$116K -3,316 -81%
EWM
230
Evercore Wealth Management
New York
$28K
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$28K
WEC
232
Winslow Evans & Crocker
Massachusetts
$27.9K
MWM
233
Mascoma Wealth Management
New Hampshire
$26K
RIA
234
RPG Investment Advisory
California
$22K +$22.4K +640 New
FCMT
235
Founders Capital Management (Texas)
Texas
$21K
RCA
236
Rowland Carmichael Advisors
Arizona
$21K
MWM
237
MinichMacGregor Wealth Management
New York
$20K
BWA
238
Burt Wealth Advisors
Maryland
$19K
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$15K
CFG
240
CKW Financial Group
Hawaii
$14K
CCM
241
Cribstone Capital Management
Maine
$14K
BCA
242
Bray Capital Advisors
Florida
$13K
HFM
243
Hartford Financial Management
Connecticut
$12K +$12.6K +360 New
CFD
244
Creative Financial Designs
Indiana
$10K
AA
245
AlphaMark Advisors
Kentucky
$7K
PSUF
246
People's United Financial
Connecticut
$7K
RFA
247
Reilly Financial Advisors
California
$7K
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$6.99K
MFW
249
Mosaic Family Wealth
Missouri
$6K
RAM
250
Riggs Asset Management
Pennsylvania
$6K +$6.31K +180 New

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.