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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$3.79M +$251K +7,148 +7%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$3.73M +$120K +3,424 +3%
MBTD
53
Mechanics Bank - Trust Department
California
$3.69M +$308K +8,784 +9%
AIM
54
Advantage Investment Management
Iowa
$3.52M +$209K +5,956 +6%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48M +$3.5M +99,716 New
JIC
56
Johnson Investment Counsel
Ohio
$3.44M +$112K +3,200 +3%
HNB
57
Huntington National Bank
Ohio
$3.23M
PAI
58
Pittenger & Anderson Inc
Nebraska
$3.2M
PFS
59
Prospera Financial Services
Texas
$3.03M +$45.4K +1,296 +2%
Creative Planning
60
Creative Planning
Kansas
$3.02M +$234K +6,672 +8%
LBC
61
Lowe Brockenbrough & Co
Virginia
$2.98M
AW
62
ACG Wealth
Georgia
$2.9M -$213K -6,072 -7%
FUBT
63
First United Bank & Trust
Maryland
$2.89M -$77.6K -2,212 -3%
M&T Bank
64
M&T Bank
New York
$2.8M +$658K +18,772 +31%
PNC
65
Park National Corp
Ohio
$2.61M -$75.7K -2,160 -3%
SI
66
Stephens Inc
Arkansas
$2.59M +$598K +17,052 +30%
SB
67
Simmons Bank
Arkansas
$2.48M -$18.2K -520 -0.7%
IA
68
IFP Advisors
Florida
$2.36M +$1.08M +30,772 +84%
PIA
69
Peachtree Investment Advisors
Georgia
$2.36M +$165K +4,700 +7%
CA
70
Cetera Advisors
Colorado
$2.26M -$21.7K -620 -0.9%
PWW
71
Pettyjohn Wood & White
Virginia
$2.04M -$200K -5,700 -9%
CIC
72
Carnegie Investment Counsel
Ohio
$2M -$17.5K -500 -0.9%
MCM
73
Murphy Capital Management
New Jersey
$1.99M -$165K -4,700 -8%
SIM
74
SSI Investment Management
California
$1.96M -$947K -27,024 -32%
V
75
Veritable
Delaware
$1.96M +$98.2K +2,800 +5%

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.