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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
AWM
251
Avior Wealth Management
Nebraska
$4K
BC
252
Bartlett & Co
Ohio
$4K
ECM
253
Exchange Capital Management
Michigan
$3K -$140 -4 -4%
HA
254
Harfst & Associates
Wyoming
$3K
WA
255
Winfield Associates
Ohio
$3K
YWP
256
YorkBridge Wealth Partners
New York
$3K
MCIA
257
Mountain Capital Investment Advisors
Colorado
$2K +$2.1K +60 New
VCM
258
Vivaldi Capital Management
Illinois
$224
IWM
259
IHT Wealth Management
Illinois
$29 +$67.3K +1,920 +75%
TW
260
Transform Wealth
Colorado
-$3.25M -96,304 Closed
TSS
261
Two Sigma Securities
New York
-$1.16M -34,304 Closed
Millennium Management
262
Millennium Management
New York
-$588K -17,412 Closed
CAM
263
Concorde Asset Management
Michigan
-$473K -14,008 Closed
VAM
264
Verity Asset Management
North Carolina
-$268K -7,932 Closed
SFS
265
Sowell Financial Services
Arkansas
-$276K -7,704 Closed
FPS
266
Fieldpoint Private Securities
Connecticut
-$153K -4,540 Closed
EDRH
267
Edmond de Rothschild Holding
Switzerland
-$39K -1,160 Closed
HCA
268
Harbour Capital Advisors
Virginia
-$29.1K -860 Closed
BKA
269
Brick & Kyle Associates
Pennsylvania
-$27K -800 Closed
SIC
270
Salem Investment Counselors
North Carolina
-$12K -360 Closed
TC
271
Trust Company
Kansas
-$11K -336 Closed

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.