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iShares US Technology ETF
IYW

149 hedge funds and large institutions have $1.37B invested in iShares US Technology ETF in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

4% more funds holding

Funds holding: 143 → 149 (+6)

2.55% more ownership

Funds ownership: 198.31% → 200.87% (+2.6%)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
17
Increased
63
Reduced
39
Closed
10
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
+$741K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.9M
2
NA
Navellier & Associates
Nevada
+$34.2M
3
Goldman Sachs
Goldman Sachs
New York
+$29.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$19.4M
5
PI
Placemark Investments
Illinois
+$14.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.6M
2
SFM
Signature Financial Management
Virginia
-$15.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
4
WA
Whitebox Advisors
Minnesota
-$10.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$12.2M +$11.4M +587,912 +1,837%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$11.9M -$510K -26,252 -4%
CS
28
Credit Suisse
Switzerland
$10.4M +$6.67M +343,120 +186%
PFS
29
Prospera Financial Services
Texas
$9.73M +$1.41M +72,356 +17%
HP
30
HT Partners
Connecticut
$9.41M +$3.52M +181,008 +61%
OC
31
Oppenheimer & Co
New York
$7.9M +$410K +21,088 +6%
BWM
32
Braver Wealth Management
Massachusetts
$7.72M +$188K +9,684 +3%
HCMNY
33
Howard Capital Management (New York)
New York
$6.56M -$146K -7,496 -2%
NPC
34
National Planning Corporation
California
$6.16M +$842K +43,372 +16%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$6.01M +$1.2M +61,812 +25%
WA
36
WFG Advisors
Texas
$5.04M +$1.19M +61,492 +32%
WI
37
WrapManager Inc
California
$4.91M +$1.32M +68,192 +38%
IFWM
38
Institute for Wealth Management
Colorado
$4.84M +$1.81M +92,972 +61%
SFM
39
Signature Financial Management
Virginia
$4.35M -$15.3M -786,520 -78%
MBT
40
Monroe Bank & Trust
Michigan
$4.19M -$140K -7,208 -3%
LPT
41
Legacy Private Trust
Wisconsin
$4M +$258K +13,284 +7%
CB
42
Commerce Bank
Missouri
$3.76M -$246K -12,640 -6%
BG
43
Bahl & Gaynor
Ohio
$3.61M +$165K +8,480 +5%
SI
44
Stephens Inc
Arkansas
$3.27M +$106K +5,476 +3%
RJA
45
Raymond James & Associates
Florida
$3.19M +$458K +23,596 +17%
AIG
46
American International Group
New York
$3.19M +$1.17M +60,336 +59%
Invesco
47
Invesco
Georgia
$3.11M -$23.4K -1,204 -0.8%
HFS
48
HL Financial Services
Kentucky
$3M +$797K +41,016 +37%
PNC
49
Park National Corp
Ohio
$2.81M – – –
CWA
50
Constellation Wealth Advisors
New York
$2.79M +$807K +41,524 +41%
1
2
3 4 5

IYW Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2013, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IYW positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $57.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.6M sold.

  • 149 institutional investors held iShares US Technology ETF (IYW) as of Q3 2013, up from 143 in Q2 2013.
  • Funds reported $1.37B of iShares US Technology ETF stock for Q3 2013, up 36% quarter-over-quarter.
  • 17 funds opened new iShares US Technology ETF positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest iShares US Technology ETF buyer in Q3 2013 was Ameriprise, an estimated $57.9M added.
  • The largest iShares US Technology ETF seller in Q3 2013 was Fidelity Investments, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2013.