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iShares US Technology ETF
IYW

253 hedge funds and large institutions have $1.63B invested in iShares US Technology ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $1.04M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $1.49B → $1.63B (+$139M)

2% more funds holding

Funds holding: 247 → 253 (+6)

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

3.9% less ownership

Funds ownership: 201.96% → 198.06% (-3.9%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
6.3%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
33
Increased
78
Reduced
77
Closed
22
Calls
$4.65M
Puts
$1.04M
Net Calls
+$3.61M
Net Calls Change
+$5.3M

Top Buyers

Rank Fund Capital Flow
1
X
Xponance
Pennsylvania
+$16.6M
2
BlackRock
BlackRock
New York
+$15.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$14.6M
4
Morgan Stanley
Morgan Stanley
New York
+$10.6M
5
RWP
RWA Wealth Partners
Massachusetts
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$54.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$47.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.5M
4
BCM
Brookstone Capital Management
Illinois
-$8.91M
5
FTB
First Trust Bank
Bahamas
-$8.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$3.6M +$1.46M +44,864 +70%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$3.49M +$263K +8,092 +8%
NPC
53
National Planning Corporation
California
$3.46M +$1.31M +40,468 +65%
MBTD
54
Mechanics Bank - Trust Department
California
$3.27M -$8.57K -264 -0.3%
TW
55
Transform Wealth
Colorado
$3.25M +$130 +4 +0%
JIC
56
Johnson Investment Counsel
Ohio
$3.22M +$813K +25,040 +36%
AIM
57
Advantage Investment Management
Iowa
$3.21M +$2.71M +83,468 +733%
PAI
58
Pittenger & Anderson Inc
Nebraska
$3.1M – – –
HNB
59
Huntington National Bank
Ohio
$3.06M – – –
AW
60
ACG Wealth
Georgia
$3.01M +$7.4K +228 +0.3%
PFS
61
Prospera Financial Services
Texas
$2.88M +$1.26M +38,816 +83%
LBC
62
Lowe Brockenbrough & Co
Virginia
$2.88M – – –
FUBT
63
First United Bank & Trust
Maryland
$2.87M -$55.3K -1,704 -2%
SIM
64
SSI Investment Management
California
$2.81M -$1.63M -50,288 -38%
Creative Planning
65
Creative Planning
Kansas
$2.69M +$28.8K +888 +1%
PNC
66
Park National Corp
Ohio
$2.6M – – –
SB
67
Simmons Bank
Arkansas
$2.41M +$2.32M +71,380 New
TFA
68
Transamerica Financial Advisors
Florida
$2.29M -$21.6K -664 -1%
Citadel Advisors
69
Citadel Advisors
Florida
$2.29M +$66.9K +2,060 +3%
CA
70
Cetera Advisors
Colorado
$2.21M -$170K -5,228 -7%
PWW
71
Pettyjohn Wood & White
Virginia
$2.16M +$13K +400 +0.6%
PIA
72
Peachtree Investment Advisors
Georgia
$2.12M +$62.6K +1,928 +3%
MCM
73
Murphy Capital Management
New Jersey
$2.09M -$24K -740 -1%
M&T Bank
74
M&T Bank
New York
$2.07M +$48.2K +1,484 +2%
CIC
75
Carnegie Investment Counsel
Ohio
$1.96M – – –
1 2
3
4 5

IYW Hedge Fund Activity: Q1 2017 in Review

253 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2017, worth a combined $1.63B — up 9.3% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYW positions and 22 closed out — a net gain of 11 holders — while 78 added to existing stakes and 77 trimmed.

The largest buyer was Xponance, opening a new position worth an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $54.9M.

  • 253 institutional investors held iShares US Technology ETF (IYW) as of Q1 2017, up from 247 in Q4 2016.
  • Funds reported $1.63B of iShares US Technology ETF stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 33 funds opened new iShares US Technology ETF positions in Q1 2017 and 22 closed out, a net change of +11 holders.
  • The largest iShares US Technology ETF buyer in Q1 2017 was Xponance, an estimated $16.6M added.
  • The largest iShares US Technology ETF seller in Q1 2017 was Ameriprise, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2017.