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iShares US Technology ETF
IYW

Overview Fund Activity

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.

Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.58%
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

1
Ameriprise
1
Ameriprise
Minnesota
$434M
2
BTS
2
BB&T Securities
Virginia
$186M
3
AssetMark Inc
3
AssetMark Inc
California
$114M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19M
2
BWM
2
Braver Wealth Management
Massachusetts
$1.98M
3
WA
3
WFG Advisors
Texas
$228K
4
CIM
4
Confluence Investment Management
Missouri
$8.16M
5
NYLIM
5
New York Life Investment Management
New York
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$3.51M +$3.51M +152,140 New
AW
52
ACG Wealth
Georgia
$3.34M -$26.3K -1,156 -0.8%
PNC
53
Park National Corp
Ohio
$3.23M -$15.5K -680 -0.5%
FAAS
54
First Allied Advisory Services
California
$3.17M +$2.01M +88,400 +174%
Bank of Nova Scotia
55
Bank of Nova Scotia
Ontario, Canada
$2.97M +$2.11M +92,604 +246%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.96M +$412K +18,096 +16%
DADC
57
D.A. Davidson & Co
Montana
$2.93M +$1.28M +56,408 +78%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.82M +$343K +15,064 +14%
CCMH
59
Cornerstone Capital Management Holdings
New York
$2.54M +$2.54M +111,740 New
HSBC Holdings
60
HSBC Holdings
United Kingdom
$2.42M +$46.9K +2,060 +2%
ICOA
61
Investment Centers of America
North Dakota
$2.42M +$2.42M +122,460 New
SSB
62
Sandy Spring Bank
Maryland
$2.32M +$2.23M +97,912 +2,367%
IFWM
63
Institute for Wealth Management
Colorado
$2.25M +$217K +9,548 +11%
ACM
64
Antonetti Capital Management
Florida
$2.15M +$2.15M +94,216 New
PAG
65
Private Advisor Group
New Jersey
$2.11M +$222K +9,760 +12%
PAI
66
Pittenger & Anderson Inc
Nebraska
$2.1M – – –
FUBT
67
First United Bank & Trust
Maryland
$1.99M +$13.2K +580 +0.7%
BWM
68
Braver Wealth Management
Massachusetts
$1.98M -$6.35M -279,072 -76%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.87M +$364 +16 +0%
LBC
70
Lowe Brockenbrough & Co
Virginia
$1.83M -$649K -28,500 -26%
CK
71
Carnick & Kubik
Colorado
$1.81M +$38.7K +1,700 +2%
MP
72
Manifold Partners
California
$1.78M +$975K +42,808 +120%
MBT
73
Montecito Bank & Trust
California
$1.78M -$92.4K -4,060 -5%
BCM
74
Brookstone Capital Management
Illinois
$1.77M +$1.45M +63,740 +451%
CAN
75
Cetera Advisor Networks
California
$1.76M +$571K +25,120 +48%
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