iShares US Technology ETF
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.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
118% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 39
39% more capital invested
Capital invested by funds: $1.58B → $2.19B (+$613M)
18.94% more ownership
Funds ownership: 192.09% → 211.03% (+19%)
12% more funds holding
Funds holding: 173 → 193 (+20)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$183M |
| 2 |
AssetMark Inc
Concord,
California
|
+$43.9M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$32.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.5M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.65M |
| 2 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$6.23M |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$6.02M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.2M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$5.11M |
IYW Hedge Fund Activity: Q1 2014 in Review
193 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2014, worth a combined $2.19B — up 39% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYW positions and 13 closed out — a net gain of 20 holders — while 85 added to existing stakes and 39 trimmed.
The largest buyer was Ameriprise, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $8.65M.
- 193 institutional investors held iShares US Technology ETF (IYW) as of Q1 2014, up from 173 in Q4 2013.
- Funds reported $2.19B of iShares US Technology ETF stock for Q1 2014, up 39% quarter-over-quarter.
- 33 funds opened new iShares US Technology ETF positions in Q1 2014 and 13 closed out, a net change of +20 holders.
- The largest iShares US Technology ETF buyer in Q1 2014 was Ameriprise, an estimated $183M added.
- The largest iShares US Technology ETF seller in Q1 2014 was Fidelity Investments, an estimated $8.65M sold.
Based on aggregated 13F filings for Q1 2014.