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iShares US Technology ETF
IYW

Overview Fund Activity

193 hedge funds and large institutions have $2.19B invested in iShares US Technology ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
33
Increased
85
Reduced
39
Closed
13
Calls
$2.42M
Puts
–
Net Calls
+$2.42M
Net Calls Change
+$2.17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$434M
2
BTS
2
BB&T Securities
Virginia
$186M
3
AssetMark Inc
3
AssetMark Inc
California
$114M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19M
2
BWM
2
Braver Wealth Management
Massachusetts
$1.98M
3
WA
3
WFG Advisors
Texas
$228K
4
CIM
4
Confluence Investment Management
Missouri
$8.16M
5
NYLIM
5
New York Life Investment Management
New York
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$14.7M +$1.37K +60 +0%
DWA
27
Dorsey Wright & Associates
California
$13.7M +$13.7M +600,000 New
AIA
28
Arrow Investment Advisors
Maryland
$13.7M +$13.7M +600,000 New
QA
29
Quantitative Advantage
Minnesota
$12.6M +$12.6M +552,756 New
ACM
30
Aviance Capital Management
Florida
$11.6M +$11.6M +509,084 +105,183%
CCMG
31
Clark Capital Management Group
Pennsylvania
$10.7M +$10.7M +470,440 New
Citigroup
32
Citigroup
New York
$9.55M +$9.15M +402,012 +2,304%
OC
33
Oppenheimer & Co
New York
$8.83M +$42.3K +1,856 +0.5%
CIM
34
Confluence Investment Management
Missouri
$8.16M -$5.31M -233,164 -39%
HCMNY
35
Howard Capital Management (New York)
New York
$8.05M +$368K +16,144 +5%
WI
36
WrapManager Inc
California
$7.49M +$1.33M +58,572 +22%
SG Americas Securities
37
SG Americas Securities
New York
$7.08M +$5.05M +221,796 +249%
NYLIM
38
New York Life Investment Management
New York
$6.87M -$5.21M -228,952 -43%
AIG
39
American International Group
New York
$6.49M +$2.02M +88,532 +45%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6.34M +$59.5K +2,612 +0.9%
CIA
41
Capital Investment Advisors
Georgia
$6.07M +$223K +9,816 +4%
CWA
42
Constellation Wealth Advisors
New York
$5.92M +$2.14M +93,832 +56%
MBT
43
Monroe Bank & Trust
Michigan
$5.66M +$332K +14,588 +6%
NPC
44
National Planning Corporation
California
$5.46M -$2.07M -89,636 -27%
LPT
45
Legacy Private Trust
Wisconsin
$5.23M +$917K +40,292 +21%
RJA
46
Raymond James & Associates
Florida
$4.84M +$193K +8,460 +4%
BG
47
Bahl & Gaynor
Ohio
$4.6M +$170K +7,480 +4%
CB
48
Commerce Bank
Missouri
$4.4M +$182K +7,984 +4%
SI
49
Stephens Inc
Arkansas
$3.72M -$43.5K -1,912 -1%
SCA
50
Stillwater Capital Advisors
Pennsylvania
$3.68M -$103K -4,524 -3%
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