iShares US Technology ETF
IYW
216 hedge funds and large institutions have $1.12B invested in iShares US Technology ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 85 reducing their positions, and 20 closing their positions.
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
1% more funds holding
Funds holding: 213 → 216 (+3)
1.06% more ownership
Funds ownership: 179.92% → 180.97% (+1.1%)
8% less capital invested
Capital invested by funds: $1.22B → $1.12B (-$95.4M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
45% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 85
63% less call options, than puts
Call options by funds: $2.63M | Put options by funds: $7.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$17.8M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$6.12M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$2.7M |
| 4 |
HCMNY
Howard Capital Management (New York)
New York
|
+$2.15M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.1M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$11.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.2M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$8.72M |
IYW Hedge Fund Activity: Q1 2016 in Review
216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2016, worth a combined $1.12B — down 7.8% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IYW positions and 20 closed out — a net gain of 6 holders — while 47 added to existing stakes and 85 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $17.8M. The largest seller was Envestnet Asset Management, cutting an estimated $15M.
- 216 institutional investors held iShares US Technology ETF (IYW) as of Q1 2016, up from 213 in Q4 2015.
- Funds reported $1.12B of iShares US Technology ETF stock for Q1 2016, down 7.8% quarter-over-quarter.
- 26 funds opened new iShares US Technology ETF positions in Q1 2016 and 20 closed out, a net change of +6 holders.
- The largest iShares US Technology ETF buyer in Q1 2016 was Bank of New York Mellon, an estimated $17.8M added.
- The largest iShares US Technology ETF seller in Q1 2016 was Envestnet Asset Management, an estimated $15M sold.
Based on aggregated 13F filings for Q1 2016.