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iShares US Technology ETF
IYW

314 hedge funds and large institutions have $1.9B invested in iShares US Technology ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 74 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $667K

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

14% more funds holding

Funds holding: 275 → 314 (+39)

3% more capital invested

Capital invested by funds: $1.85B → $1.9B (+$56.9M)

11.54% less ownership

Funds ownership: 199.47% → 187.93% (-12%)

31% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 107

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
314
Holders Change
+39
Holders Change %
+14.18%
% of All Funds
7.12%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.14%
New
60
Increased
74
Reduced
107
Closed
21
Calls
$1.98M
Puts
$667K
Net Calls
+$1.31M
Net Calls Change
-$3.62M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$19.8M
2
DF
Donoghue Forlines
Massachusetts
+$8.74M
3
CS
Credit Suisse
Switzerland
+$6.06M
4
MP
Manifold Partners
California
+$4.21M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$76.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
3
Wells Fargo
Wells Fargo
California
-$11.3M
4
AP
Advisors Preferred
Maryland
-$9.37M
5
Morgan Stanley
Morgan Stanley
New York
-$8.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
226
Partnervest Advisory Services
California
$249K +$245K +6,120 New
MCM
227
MV Capital Management
Maryland
$248K +$173K +4,320 +242%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$244K +$80.1K +2,000 +50%
Fisher Asset Management
229
Fisher Asset Management
Washington
$235K +$231K +5,776 New
MAP
230
Milestone Advisory Partners
North Carolina
$233K +$229K +5,724 New
AIP
231
Almanack Investment Partners
Pennsylvania
$228K +$9.94K +248 +5%
Nomura Asset Management
232
Nomura Asset Management
Japan
$226K -$655K -16,336 -75%
CC
233
Courier Capital
New York
$220K -$23.1K -576 -10%
SS
234
Sunbelt Securities
Texas
$213K -$5.61K -140 -3%
Barclays
235
Barclays
United Kingdom
$211K +$208K +5,196 New
WP
236
WealthPLAN Partners
Nebraska
$209K -$125K -3,120 -38%
HFA
237
High Falls Advisors
New York
$203K +$200K +4,980 New
JWBC
238
J.W. Burns & Co
New York
$201K -$64.1K -1,600 -24%
RPA
239
Rock Point Advisors
Vermont
$201K -$42.2K -1,052 -18%
PA
240
PFG Advisors
Arizona
$200K +$197K +4,904 New
AMG
241
Advisors Management Group
Wisconsin
$200K +$197K +4,916 New
LWA
242
Lenox Wealth Advisors
New York
$196K +$193K +4,828 New
PG
243
Patten Group
Tennessee
$191K – – –
FPS
244
Fieldpoint Private Securities
Connecticut
$170K -$1.92K -48 -1%
BWA
245
BDO Wealth Advisors
Florida
$164K – – –
CDIA
246
Capital Directions Investment Advisors
Georgia
$163K – – –
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$156K -$55.1K -1,376 -26%
FRA
248
Front Row Advisors
California
$149K +$147K +3,660 New
ADL
249
Asset Dedication LLC
California
$130K – – –
RE
250
RBC Europe
United Kingdom
$128K +$35.3K +880 +39%
8 9
10
11 12

IYW Hedge Fund Activity: Q4 2017 in Review

314 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2017, worth a combined $1.9B — up 3.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYW positions and 21 closed out — a net gain of 39 holders — while 74 added to existing stakes and 107 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $76.4M.

  • 314 institutional investors held iShares US Technology ETF (IYW) as of Q4 2017, up from 275 in Q3 2017.
  • Funds reported $1.9B of iShares US Technology ETF stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 60 funds opened new iShares US Technology ETF positions in Q4 2017 and 21 closed out, a net change of +39 holders.
  • The largest iShares US Technology ETF buyer in Q4 2017 was Goldman Sachs, an estimated $19.8M added.
  • The largest iShares US Technology ETF seller in Q4 2017 was Bank of America, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2017.