We are live on ! Find out more
IYW icon

iShares US Technology ETF
IYW

231 hedge funds and large institutions have $1.31B invested in iShares US Technology ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

37% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $4.1M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

29% more capital invested

Capital invested by funds: $1.02B → $1.31B (+$294M)

14.6% more ownership

Funds ownership: 174.37% → 188.97% (+15%)

13% more funds holding

Funds holding: 205 → 231 (+26)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
231
Holders Change
+26
Holders Change %
+12.68%
% of All Funds
6.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
37
Increased
58
Reduced
67
Closed
9
Calls
$5.63M
Puts
$4.1M
Net Calls
+$1.52M
Net Calls Change
-$1.06M

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$48.5M
2
Bank of America
Bank of America
North Carolina
+$21.2M
3
Wells Fargo
Wells Fargo
California
+$17.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M
5
UBS Group
UBS Group
Switzerland
+$12.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$38.1M
2
WF
WealthTrust Fairport
Ohio
-$13.2M
3
CIM
Confluence Investment Management
Missouri
-$6.07M
4
CS
Credit Suisse
Switzerland
-$5.96M
5
UAS
United Asset Strategies
New York
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
51
Transform Wealth
Colorado
$2.81M +$117K +4,088 +5%
FUBT
52
First United Bank & Trust
Maryland
$2.73M -$8.14K -284 -0.3%
PAI
53
Pittenger & Anderson Inc
Nebraska
$2.73M – – –
Citadel Advisors
54
Citadel Advisors
Florida
$2.68M +$2.58M +90,024 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.68M +$1.37M +47,692 +113%
AW
56
ACG Wealth
Georgia
$2.66M -$3.44K -120 -0.1%
CS
57
Credit Suisse
Switzerland
$2.6M -$5.96M -208,144 -70%
MFS
58
MSI Financial Services
Massachusetts
$2.57M +$728K +25,404 +42%
LBC
59
Lowe Brockenbrough & Co
Virginia
$2.54M +$63K +2,200 +3%
HNB
60
Huntington National Bank
Ohio
$2.44M – – –
SI
61
Stephens Inc
Arkansas
$2.41M +$596K +20,796 +35%
PNC
62
Park National Corp
Ohio
$2.33M -$143K -4,980 -6%
Nomura Asset Management
63
Nomura Asset Management
Japan
$2.26M +$2.18M +76,000 New
TFA
64
Transamerica Financial Advisors
Florida
$2.1M +$626K +21,832 +45%
SG Americas Securities
65
SG Americas Securities
New York
$2.04M -$44.9K -1,568 -2%
Creative Planning
66
Creative Planning
Kansas
$2.04M +$159K +5,552 +9%
JIC
67
Johnson Investment Counsel
Ohio
$2.02M -$15.2K -532 -0.8%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$1.96M +$473K +16,500 +33%
PWW
69
Pettyjohn Wood & White
Virginia
$1.94M -$5.73K -200 -0.3%
MCM
70
Murphy Capital Management
New Jersey
$1.91M +$9.17K +320 +0.5%
PIA
71
Peachtree Investment Advisors
Georgia
$1.84M -$20.6K -720 -1%
M&T Bank
72
M&T Bank
New York
$1.77M -$44.9K -1,568 -3%
FAAS
73
First Allied Advisory Services
California
$1.77M +$659K +23,000 +63%
CIC
74
Carnegie Investment Counsel
Ohio
$1.64M -$57.3K -2,000 -3%
V
75
Veritable
Delaware
$1.58M – – –
1 2
3
4 5

IYW Hedge Fund Activity: Q3 2016 in Review

231 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2016, worth a combined $1.31B — up 29% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYW positions and 9 closed out — a net gain of 28 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Pinnacle Advisory Group, adding an estimated $48.5M. The largest seller was Ameriprise, cutting an estimated $38.1M.

  • 231 institutional investors held iShares US Technology ETF (IYW) as of Q3 2016, up from 205 in Q2 2016.
  • Funds reported $1.31B of iShares US Technology ETF stock for Q3 2016, up 29% quarter-over-quarter.
  • 37 funds opened new iShares US Technology ETF positions in Q3 2016 and 9 closed out, a net change of +28 holders.
  • The largest iShares US Technology ETF buyer in Q3 2016 was Pinnacle Advisory Group, an estimated $48.5M added.
  • The largest iShares US Technology ETF seller in Q3 2016 was Ameriprise, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2016.