iShares US Technology ETF
173 hedge funds and large institutions have $1.58B invested in iShares US Technology ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 8 closing their positions.
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 47
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
16% more funds holding
Funds holding: 149 → 173 (+24)
15% more capital invested
Capital invested by funds: $1.37B → $1.58B (+$209M)
8.77% less ownership
Funds ownership: 200.87% → 192.09% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$44.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.4M |
| 4 |
AssetMark Inc
Concord,
California
|
+$12.4M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$44.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.9M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$14.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.9M |
| 5 |
SG Americas Securities
New York
|
-$11.1M |
IYW Hedge Fund Activity: Q4 2013 in Review
173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2013, worth a combined $1.58B — up 15% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYW positions and 8 closed out — a net gain of 26 holders — while 60 added to existing stakes and 47 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $44.1M. The largest seller was Navellier & Associates, cutting an estimated $44.5M.
- 173 institutional investors held iShares US Technology ETF (IYW) as of Q4 2013, up from 149 in Q3 2013.
- Funds reported $1.58B of iShares US Technology ETF stock for Q4 2013, up 15% quarter-over-quarter.
- 34 funds opened new iShares US Technology ETF positions in Q4 2013 and 8 closed out, a net change of +26 holders.
- The largest iShares US Technology ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $44.1M added.
- The largest iShares US Technology ETF seller in Q4 2013 was Navellier & Associates, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2013.