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iShares US Technology ETF
IYW

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
33
Increased
85
Reduced
39
Closed
13
Calls
$2.42M
Puts
–
Net Calls
+$2.42M
Net Calls Change
+$2.17M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$183M
2
AssetMark Inc
AssetMark Inc
California
+$43.9M
3
FSIM
F-Squared Investment Management
Massachusetts
+$32.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.5M
5
TFA
Transamerica Financial Advisors
Florida
+$27.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.65M
2
BWM
Braver Wealth Management
Massachusetts
-$6.23M
3
WA
WFG Advisors
Texas
-$6.02M
4
CIM
Confluence Investment Management
Missouri
-$5.2M
5
NYLIM
New York Life Investment Management
New York
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$3.51M +$3.4M +152,140 New
AW
52
ACG Wealth
Georgia
$3.34M -$25.8K -1,156 -0.8%
PNC
53
Park National Corp
Ohio
$3.23M -$15.2K -680 -0.5%
FAAS
54
First Allied Advisory Services
California
$3.17M +$1.97M +88,400 +174%
Bank of Nova Scotia
55
Bank of Nova Scotia
Ontario, Canada
$2.97M +$2.07M +92,604 +246%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.96M +$404K +18,096 +16%
DADC
57
D.A. Davidson & Co
Montana
$2.93M +$1.26M +56,408 +78%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.81M +$336K +15,064 +14%
CCMH
59
Cornerstone Capital Management Holdings
New York
$2.54M +$2.49M +111,740 New
HSBC Holdings
60
HSBC Holdings
United Kingdom
$2.42M +$46K +2,060 +2%
ICOA
61
Investment Centers of America
North Dakota
$2.42M +$2.73M +122,460 New
SSB
62
Sandy Spring Bank
Maryland
$2.32M +$2.19M +97,912 +2,367%
IFWM
63
Institute for Wealth Management
Colorado
$2.25M +$213K +9,548 +11%
ACM
64
Antonetti Capital Management
Florida
$2.15M +$2.1M +94,216 New
PAG
65
Private Advisor Group
New Jersey
$2.11M +$218K +9,760 +12%
PAI
66
Pittenger & Anderson Inc
Nebraska
$2.1M – – –
FUBT
67
First United Bank & Trust
Maryland
$1.99M +$12.9K +580 +0.7%
BWM
68
Braver Wealth Management
Massachusetts
$1.98M -$6.23M -279,072 -76%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.87M +$357 +16 +0%
LBC
70
Lowe Brockenbrough & Co
Virginia
$1.83M -$636K -28,500 -26%
CK
71
Carnick & Kubik
Colorado
$1.8M +$37.9K +1,700 +2%
MP
72
Manifold Partners
California
$1.78M +$955K +42,808 +120%
MBT
73
Montecito Bank & Trust
California
$1.78M -$90.6K -4,060 -5%
BCM
74
Brookstone Capital Management
Illinois
$1.77M +$1.42M +63,740 +451%
CAN
75
Cetera Advisor Networks
California
$1.76M +$561K +25,120 +48%
1 2
3
4 5

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.