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iShares US Technology ETF

149 hedge funds and large institutions have $1.37B invested in iShares US Technology ETF in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

4% more funds holding

Funds holding: 143149 (+6)

2.55% more ownership

Funds ownership: 198.31%200.87% (+2.6%)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
17
Increased
63
Reduced
39
Closed
10
Calls
$741K
Puts
Net Calls
+$741K
Net Calls Change
+$741K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.04M -$50.9K -2,620 -5%
PWW
77
Pettyjohn Wood & White
Virginia
$973K -$15.5K -800 -2%
CAN
78
Cetera Advisor Networks
California
$964K +$207K +10,676 +28%
WT
79
Wilmington Trust
Delaware
$934K -$15.8K -812 -2%
Creative Planning
80
Creative Planning
Kansas
$919K +$35K +1,800 +4%
PWAP
81
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$903K -$50.2K -2,584 -5%
HH
82
Hilltop Holdings
Texas
$857K +$159K +8,160 +23%
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$842K -$113K -5,824 -12%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$830K +$819K +42,156 New
Bank of New York Mellon
85
Bank of New York Mellon
New York
$773K +$132K +6,788 +21%
RIA
86
Regal Investment Advisors
Michigan
$738K +$536K +27,572 +279%
BOS
87
Bingham Osborn & Scarborough
California
$572K -$44.1K -2,268 -7%
BBA
88
BLB&B Advisors
Pennsylvania
$513K
DA
89
DSC Advisors
Illinois
$513K +$5.75K +296 +1%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$476K -$12.9K -664 -3%
Citigroup
91
Citigroup
New York
$422K -$3.83M -197,420 -90%
GLA
92
Great Lakes Advisors
Illinois
$422K
PP
93
Patten & Patten
Tennessee
$411K +$3.88K +200 +1%
Jane Street
94
Jane Street
New York
$398K -$151K -7,776 -28%
Truist Financial
95
Truist Financial
North Carolina
$397K +$392K +20,172 New
SB
96
Suntrust Banks
Georgia
$396K -$369K -19,000 -49%
RW
97
Rand Wealth
Maryland
$380K
CWM
98
Concert Wealth Management
California
$372K -$42.7K -2,200 -10%
HAIM
99
Hunter Associates Investment Management
Pennsylvania
$347K -$2.74M -141,200 -89%
PWLP
100
Prio Wealth Limited Partnership
Massachusetts
$344K +$28.7K +1,480 +9%

IYW Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2013, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IYW positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $57.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.6M sold.

  • 149 institutional investors held iShares US Technology ETF (IYW) as of Q3 2013, up from 143 in Q2 2013.
  • Funds reported $1.37B of iShares US Technology ETF stock for Q3 2013, up 36% quarter-over-quarter.
  • 17 funds opened new iShares US Technology ETF positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest iShares US Technology ETF buyer in Q3 2013 was Ameriprise, an estimated $57.9M added.
  • The largest iShares US Technology ETF seller in Q3 2013 was Fidelity Investments, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2013.