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iShares US Technology ETF

149 hedge funds and large institutions have $1.37B invested in iShares US Technology ETF in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

4% more funds holding

Funds holding: 143149 (+6)

2.55% more ownership

Funds ownership: 198.31%200.87% (+2.6%)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
17
Increased
63
Reduced
39
Closed
10
Calls
$741K
Puts
Net Calls
+$741K
Net Calls Change
+$741K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Stillwater Capital Advisors
Pennsylvania
$2.5M -$25.2K -1,296 -1%
ICOA
52
Investment Centers of America
North Dakota
$2.42M +$122K +6,264 +5%
IH
53
IFC Holdings
Florida
$2.34M +$25.3K +1,304 +1%
LBC
54
Lowe Brockenbrough & Co
Virginia
$2.15M
SI
55
SII Investments
Wisconsin
$2.11M +$312K +16,048 +18%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$2.02M -$2.37M -122,060 -54%
SSB
57
Sandy Spring Bank
Maryland
$1.96M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.9M +$533K +27,456 +40%
PAI
59
Pittenger & Anderson Inc
Nebraska
$1.82M
VF
60
Virtu Financial
New York
$1.75M +$1.72M +88,728 New
MBT
61
Montecito Bank & Trust
California
$1.71M -$84.1K -4,332 -5%
AIM
62
Acropolis Investment Management
Missouri
$1.69M -$207K -10,680 -11%
FUBT
63
First United Bank & Trust
Maryland
$1.66M +$26.1K +1,344 +2%
TRCT
64
Tower Research Capital (TRC)
New York
$1.65M +$1.17M +60,036 +251%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.59M -$2.08M -106,920 -57%
CK
66
Carnick & Kubik
Colorado
$1.51M +$77.7K +4,000 +6%
FNT
67
First National Trust
Pennsylvania
$1.48M -$42.2K -2,172 -3%
MCM
68
Murphy Capital Management
New Jersey
$1.34M +$31.1K +1,600 +2%
DADC
69
D.A. Davidson & Co
Montana
$1.29M +$589K +30,336 +86%
JIC
70
Johnson Investment Counsel
Ohio
$1.23M +$40.8K +2,100 +3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.2M -$462K -23,808 -28%
FAAS
72
First Allied Advisory Services
California
$1.13M +$528K +27,196 +92%
FCI
73
Financial Counselors Inc
Kansas
$1.12M -$15.5K -800 -1%
V
74
Veritable
Delaware
$1.09M -$175K -9,000 -14%
SNC
75
Stifel Nicolaus & Co
Missouri
$1.06M -$955K -49,144 -48%

IYW Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2013, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IYW positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $57.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.6M sold.

  • 149 institutional investors held iShares US Technology ETF (IYW) as of Q3 2013, up from 143 in Q2 2013.
  • Funds reported $1.37B of iShares US Technology ETF stock for Q3 2013, up 36% quarter-over-quarter.
  • 17 funds opened new iShares US Technology ETF positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest iShares US Technology ETF buyer in Q3 2013 was Ameriprise, an estimated $57.9M added.
  • The largest iShares US Technology ETF seller in Q3 2013 was Fidelity Investments, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2013.