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iShares US Technology ETF
IYW

Overview Fund Activity

236 hedge funds and large institutions have $1.46B invested in iShares US Technology ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
6.3%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.35%
New
30
Increased
52
Reduced
96
Closed
33
Calls
$399K
Puts
$294K
Net Calls
+$105K
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$10.5M
3
WF
3
WealthTrust Fairport
Ohio
$10.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$42.5M
5
AIM
5
Advantage Investment Management
Iowa
$3.83M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$36.9M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$0
3
BTS
3
BB&T Securities
Virginia
$8.78M
4
AssetMark Inc
4
AssetMark Inc
California
$177K
5
TFA
5
Transamerica Financial Advisors
Florida
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$1.7M +$1.7M +64,880 New
M&T Bank
77
M&T Bank
New York
$1.7M -$153K -5,832 -8%
MBT
78
Montecito Bank & Trust
California
$1.69M -$91.7K -3,496 -5%
BWM
79
Braver Wealth Management
Massachusetts
$1.68M -$2.95M -112,576 -64%
Creative Planning
80
Creative Planning
Kansas
$1.59M -$36.3K -1,384 -2%
CIC
81
Carnegie Investment Counsel
Ohio
$1.55M -$5.29K -200 -0.3%
FNT
82
First National Trust
Pennsylvania
$1.51M -$53K -2,020 -3%
CCM
83
Condor Capital Management
New Jersey
$1.51M -$209K -7,948 -12%
TFA
84
Transamerica Financial Advisors
Florida
$1.49M -$87.2M -3,322,920 -98%
BPC
85
Banque Pictet & Cie
Switzerland
$1.49M +$173K +6,600 +13%
CAN
86
Cetera Advisor Networks
California
$1.49M +$228K +8,704 +18%
V
87
Veritable
Delaware
$1.45M – – –
AF
88
Affiance Financial
Minnesota
$1.38M -$35.7K -1,360 -3%
CCT
89
Country Club Trust
Missouri
$1.36M – – –
AIM
90
Acropolis Investment Management
Missouri
$1.29M -$8.92K -340 -0.7%
CCMH
91
Cornerstone Capital Management Holdings
New York
$1.24M -$300K -11,440 -19%
VF
92
Virtu Financial
New York
$1.15M +$1.15M +43,752 New
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$1.09M -$156K -5,920 -12%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$1.09M -$205K -7,832 -16%
PWAP
95
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.06M -$20.6K -784 -2%
Stifel Financial
96
Stifel Financial
Missouri
$1.04M -$215K -8,180 -17%
MAS
97
Madden Advisory Services
Florida
$1.03M – – –
RIA
98
Regal Investment Advisors
Michigan
$996K +$114K +4,332 +13%
S
99
SignatureFD
Georgia
$992K – – –
Bank of New York Mellon
100
Bank of New York Mellon
New York
$980K -$104K -3,948 -10%
2 3
4
5 6