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iShares US Technology ETF
IYW

275 hedge funds and large institutions have $1.85B invested in iShares US Technology ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 93 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $7.94M | Put options by funds: $3.01M

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

7% more capital invested

Capital invested by funds: $1.73B → $1.85B (+$114M)

6% more funds holding

Funds holding: 259 → 275 (+16)

10.52% less ownership

Funds ownership: 209.99% → 199.47% (-11%)

17% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 93

Holders
275
Holders Change
+16
Holders Change %
+6.18%
% of All Funds
6.86%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
30
Increased
77
Reduced
93
Closed
12
Calls
$7.94M
Puts
$3.01M
Net Calls
+$4.92M
Net Calls Change
+$1.18M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$59.1M
2
Bank of America
Bank of America
North Carolina
+$41.1M
3
AP
Advisors Preferred
Maryland
+$9.16M
4
TSS
Two Sigma Securities
New York
+$8.8M
5
UBS Group
UBS Group
Switzerland
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$60.7M
2
PAG
Pinnacle Advisory Group
Maryland
-$17.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$15.7M
4
X
Xponance
Pennsylvania
-$11.3M
5
CS
Credit Suisse
Switzerland
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$89K +$25.9K +708 +43%
RE
227
RBC Europe
United Kingdom
$85K +$83.1K +2,268 New
PCA
228
Peddock Capital Advisors
Massachusetts
$73K – – –
MCM
229
MV Capital Management
Maryland
$67K – – –
PWM
230
Perigon Wealth Management
California
$65K – – –
SEI Investments
231
SEI Investments
Pennsylvania
$62K +$61.1K +1,668 New
CTC
232
Central Trust Company
Missouri
$60K – – –
CPA
233
Clear Perspective Advisors
Illinois
$60K – – –
BF
234
BOK Financial
Oklahoma
$60K +$58.3K +1,592 New
EA
235
Edge Advisors
Georgia
$52K – – –
RFM
236
Royal Fund Management
Florida
$52K +$51.1K +1,396 New
NFG
237
Next Financial Group
Texas
$48K -$76.6K -2,092 -63%
WB
238
Webster Bank
Connecticut
$42K – – –
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
RFWA
240
RPg Family Wealth Advisory
Massachusetts
$39.6K -$50K -1,364 -56%
BAM
241
Barrett Asset Management
New York
$39K – – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$39K +$8.21K +224 +27%
RBC
243
Roble Belko & Company
Pennsylvania
$37K – – –
FWM
244
Focused Wealth Management
New York
$36K – – –
MFT
245
Moisand Fitzgerald Tamayo
Florida
$34K +$33.4K +912 New
EWM
246
Evercore Wealth Management
New York
$30K – – –
KTC
247
Kistler-Tiffany Companies
Pennsylvania
$30K – – –
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$30K – – –
WEC
249
Winslow Evans & Crocker
Massachusetts
$30K – – –
MWM
250
Mascoma Wealth Management
New Hampshire
$28K – – –
8 9
10
11 12

IYW Hedge Fund Activity: Q3 2017 in Review

275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2017, worth a combined $1.85B — up 6.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYW positions and 12 closed out — a net gain of 18 holders — while 77 added to existing stakes and 93 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $59.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $60.7M.

  • 275 institutional investors held iShares US Technology ETF (IYW) as of Q3 2017, up from 259 in Q2 2017.
  • Funds reported $1.85B of iShares US Technology ETF stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 30 funds opened new iShares US Technology ETF positions in Q3 2017 and 12 closed out, a net change of +18 holders.
  • The largest iShares US Technology ETF buyer in Q3 2017 was AssetMark Inc, an estimated $59.1M added.
  • The largest iShares US Technology ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2017.