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iShares US Technology ETF

247 hedge funds and large institutions have $1.49B invested in iShares US Technology ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$176M)

12.99% more ownership

Funds ownership: 188.97%201.96% (+13%)

7% more funds holding

Funds holding: 231247 (+16)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.89M

Holders
247
Holders Change
+16
Holders Change %
+6.93%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
42
Increased
58
Reduced
90
Closed
23
Calls
$1.19M
Puts
$2.89M
Net Calls
-$1.7M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
51
Pittenger & Anderson Inc
Nebraska
$2.75M
AW
52
ACG Wealth
Georgia
$2.67M -$15.3K -512 -0.6%
FUBT
53
First United Bank & Trust
Maryland
$2.6M -$157K -5,268 -6%
SI
54
Stephens Inc
Arkansas
$2.59M +$153K +5,144 +6%
LBC
55
Lowe Brockenbrough & Co
Virginia
$2.56M -$7.75K -260 -0.3%
CS
56
Credit Suisse
Switzerland
$2.49M -$137K -4,588 -5%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.4M -$297K -9,976 -11%
Creative Planning
58
Creative Planning
Kansas
$2.37M +$308K +10,332 +15%
PNC
59
Park National Corp
Ohio
$2.31M -$41.7K -1,400 -2%
HNB
60
Huntington National Bank
Ohio
$2.31M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.25M +$2.23M +74,732 New
CA
62
Cetera Advisors
Colorado
$2.13M +$1.2M +40,328 +133%
JIC
63
Johnson Investment Counsel
Ohio
$2.11M +$71.3K +2,392 +4%
LPT
64
Legacy Private Trust
Wisconsin
$2.07M -$2.45M -82,188 -54%
TFA
65
Transamerica Financial Advisors
Florida
$2.06M -$69.7K -2,336 -3%
IA
66
IFP Advisors
Florida
$2.05M +$717K +24,052 +55%
NPC
67
National Planning Corporation
California
$1.98M +$391K +13,108 +27%
Citadel Advisors
68
Citadel Advisors
Florida
$1.97M -$728K -24,416 -27%
AG
69
Advisor Group
Arizona
$1.95M -$2.7M -90,696 -58%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$1.92M -$1.88M -63,092 -50%
PWW
71
Pettyjohn Wood & White
Virginia
$1.91M -$47.7K -1,600 -2%
MCM
72
Murphy Capital Management
New Jersey
$1.88M -$49.9K -1,672 -3%
TRCT
73
Tower Research Capital (TRC)
New York
$1.86M +$1.85M +61,936 New
PIA
74
Peachtree Investment Advisors
Georgia
$1.83M -$28.6K -960 -2%
M&T Bank
75
M&T Bank
New York
$1.8M +$9.42K +316 +0.5%

IYW Hedge Fund Activity: Q4 2016 in Review

247 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2016, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYW positions and 23 closed out — a net gain of 19 holders — while 58 added to existing stakes and 90 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.8M. The largest seller was LPL Financial, cutting an estimated $8.58M.

  • 247 institutional investors held iShares US Technology ETF (IYW) as of Q4 2016, up from 231 in Q3 2016.
  • Funds reported $1.49B of iShares US Technology ETF stock for Q4 2016, up 13% quarter-over-quarter.
  • 42 funds opened new iShares US Technology ETF positions in Q4 2016 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Technology ETF buyer in Q4 2016 was Ameriprise, an estimated $54.8M added.
  • The largest iShares US Technology ETF seller in Q4 2016 was LPL Financial, an estimated $8.58M sold.

Based on aggregated 13F filings for Q4 2016.