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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$19.8M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$8.74M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.06M |
| 4 |
MP
Manifold Partners
San Francisco,
California
|
+$4.21M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$76.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.3M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$9.37M |
| 5 |
Morgan Stanley
New York
|
-$8.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
326
Wealthfront
Palo Alto,
California
| – | -$210K | -5,600 | Closed |
|
|
BONST
327
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| – | -$90K | -2,400 | Closed |
|
328
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$89K | -2,368 | Closed |
|
|
BF
329
BOK Financial
Tulsa,
Oklahoma
| – | -$60K | -1,592 | Closed |
|
|
RFM
330
Royal Fund Management
Lady Lake,
Florida
| – | -$52K | -1,396 | Closed |
|
|
NFG
331
Next Financial Group
Houston,
Texas
| – | -$48K | -1,240 | Closed |
|
|
AJ
332
Ashburton (Jersey)
St Helier,
Jersey
| – | -$13K | -360 | Closed |
|
|
RAM
333
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$7K | -180 | Closed |
|
|
MCIA
334
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$2K | -60 | Closed |
|
|
STA
335
Summit Trail Advisors
New York
| – | +$160 | +4 | New |
|
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.