iShares US Technology ETF
IYW
241 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 14 closing their positions.
236% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 14
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
34% more capital invested
Capital invested by funds: $2.2B → $2.94B (+$745M)
27% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 66
14% more funds holding
Funds holding: 211 → 241 (+30)
1% less ownership
Funds ownership: 213.38% → 212.38% (-1%)
55% less call options, than puts
Call options by funds: $564K | Put options by funds: $1.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$87.3M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$79M |
| 4 |
Morgan Stanley
New York
|
+$39.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.3M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
-$23.4M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$17.3M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$13.2M |
| 5 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$9.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAC
251
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$95K | -3,752 | Closed |
|
|
SFSIG
252
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$85K | -3,372 | Closed |
|
|
EWM
253
Evercore Wealth Management
New York
| – | -$30K | -1,216 | Closed |
|
|
CG
254
Colony Group
Boston,
Massachusetts
| – | -$29K | -1,164 | Closed |
|
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -300 | Closed |
|
256
Parallax Volatility Advisers
San Francisco,
California
| – | +$102 | +4 | New |
|
IYW Hedge Fund Activity: Q4 2014 in Review
241 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2014, worth a combined $2.94B — up 34% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IYW positions and 14 closed out — a net gain of 33 holders — while 84 added to existing stakes and 66 trimmed.
The largest buyer was Ameriprise, adding an estimated $172M. The largest seller was Bank of America, cutting an estimated $28.3M.
- 241 institutional investors held iShares US Technology ETF (IYW) as of Q4 2014, up from 211 in Q3 2014.
- Funds reported $2.94B of iShares US Technology ETF stock for Q4 2014, up 34% quarter-over-quarter.
- 47 funds opened new iShares US Technology ETF positions in Q4 2014 and 14 closed out, a net change of +33 holders.
- The largest iShares US Technology ETF buyer in Q4 2014 was Ameriprise, an estimated $172M added.
- The largest iShares US Technology ETF seller in Q4 2014 was Bank of America, an estimated $28.3M sold.
Based on aggregated 13F filings for Q4 2014.