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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$10.7M -$4.53M -129,284 -30%
QA
27
Quantitative Advantage
Minnesota
$10.3M -$302K -8,616 -3%
RJA
28
Raymond James & Associates
Florida
$10.2M +$1.54M +43,996 +18%
CIM
29
Confluence Investment Management
Missouri
$10.2M +$3.37M +95,992 +49%
NA
30
Navellier & Associates
Nevada
$10.1M +$919K +26,204 +10%
MBT
31
Monroe Bank & Trust
Michigan
$9.72M -$430K -12,252 -4%
PFG
32
Piershale Financial Group
Illinois
$8.65M
SCA
33
Stillwater Capital Advisors
Pennsylvania
$8.33M -$159K -4,536 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.23M +$1.19M +33,956 +17%
RWP
35
RWA Wealth Partners
Massachusetts
$8.22M -$3.13M -89,172 -27%
CIA
36
Capital Investment Advisors
Georgia
$7.77M -$45.2K -1,288 -0.6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$7.68M +$410K +11,684 +6%
PAG
38
Private Advisor Group
New Jersey
$7.68M +$660K +18,812 +10%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$7.12M +$3.28M +93,456 +86%
BG
40
Bahl & Gaynor
Ohio
$6.65M +$33K +940 +0.5%
HighTower Advisors
41
HighTower Advisors
Illinois
$6.54M +$444K +12,656 +7%
AG
42
Advisor Group
Arizona
$6.34M +$121K +3,452 +2%
CB
43
Commerce Bank
Missouri
$5.82M -$28.5K -812 -0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$5.41M +$3.06M +87,312 +129%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5.32M -$1.26M -35,992 -19%
MML Investors Services
46
MML Investors Services
Massachusetts
$4.93M +$4.95M +141,124 New
TFA
47
Transamerica Financial Advisors
Florida
$4.92M +$2.56M +73,032 +108%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$4.87M +$617K +17,600 +14%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.39M +$112K +3,204 +3%
SSB
50
Sandy Spring Bank
Maryland
$3.85M -$48.9K -1,396 -1%

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.