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iShares US Technology ETF

247 hedge funds and large institutions have $1.49B invested in iShares US Technology ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$176M)

12.99% more ownership

Funds ownership: 188.97%201.96% (+13%)

7% more funds holding

Funds holding: 231247 (+16)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.89M

Holders
247
Holders Change
+16
Holders Change %
+6.93%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
42
Increased
58
Reduced
90
Closed
23
Calls
$1.19M
Puts
$2.89M
Net Calls
-$1.7M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
26
SPC Financial Inc
Maryland
$9.01M +$8.93M +299,624 New
BIM
27
BlackRock Investment Management
Delaware
$9M -$323K -10,844 -3%
BCM
28
Brookstone Capital Management
Illinois
$8.91M -$2.25M -75,532 -20%
MBT
29
Monroe Bank & Trust
Michigan
$8.6M -$279K -9,360 -3%
FTB
30
First Trust Bank
Bahamas
$8.42M +$1.2M +40,400 +17%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$8.14M +$8.05M +269,872 +34,777%
CIA
32
Capital Investment Advisors
Georgia
$6.81M -$280K -9,392 -4%
MP
33
Manifold Partners
California
$6.53M +$2.38M +79,684 +58%
CIM
34
Confluence Investment Management
Missouri
$6.39M -$703K -23,584 -10%
RJA
35
Raymond James & Associates
Florida
$6.17M +$2.37M +79,312 +63%
BA
36
BlackRock Advisors
Delaware
$5.93M -$154K -5,168 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.88M -$558K -18,724 -9%
BG
38
Bahl & Gaynor
Ohio
$5.7M -$37.6K -1,260 -0.7%
MLIC
39
Mandatum Life Insurance Company
Finland
$5.56M +$4.56M +152,888 +475%
HighTower Advisors
40
HighTower Advisors
Illinois
$5.55M +$797K +26,732 +17%
CB
41
Commerce Bank
Missouri
$5.26M -$80.5K -2,700 -2%
PAG
42
Private Advisor Group
New Jersey
$4.71M +$744K +24,940 +20%
SIM
43
SSI Investment Management
California
$4.01M +$1.31K +44 +0%
MFS
44
MSI Financial Services
Massachusetts
$3.98M +$1.38M +46,152 +53%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$3.66M
NA
46
Navellier & Associates
Nevada
$3.47M +$72.8K +2,440 +2%
SSB
47
Sandy Spring Bank
Maryland
$3.38M -$48.2K -1,616 -1%
MBTD
48
Mechanics Bank - Trust Department
California
$2.92M -$111K -3,724 -4%
TW
49
Transform Wealth
Colorado
$2.9M +$60K +2,012 +2%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$2.87M +$873K +29,280 +44%

IYW Hedge Fund Activity: Q4 2016 in Review

247 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2016, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYW positions and 23 closed out — a net gain of 19 holders — while 58 added to existing stakes and 90 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.8M. The largest seller was LPL Financial, cutting an estimated $8.58M.

  • 247 institutional investors held iShares US Technology ETF (IYW) as of Q4 2016, up from 231 in Q3 2016.
  • Funds reported $1.49B of iShares US Technology ETF stock for Q4 2016, up 13% quarter-over-quarter.
  • 42 funds opened new iShares US Technology ETF positions in Q4 2016 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Technology ETF buyer in Q4 2016 was Ameriprise, an estimated $54.8M added.
  • The largest iShares US Technology ETF seller in Q4 2016 was LPL Financial, an estimated $8.58M sold.

Based on aggregated 13F filings for Q4 2016.