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iShares US Technology ETF

213 hedge funds and large institutions have $1.22B invested in iShares US Technology ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $2.48M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $1.08B → $1.22B (+$139M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 206213 (+7)

0.57% more ownership

Funds ownership: 179.35%179.92% (+0.57%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
29
Increased
72
Reduced
58
Closed
19
Calls
$5.02M
Puts
$2.48M
Net Calls
+$2.54M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Condor Capital Management
New Jersey
$1.38M -$104K -3,864 -7%
MBT
77
Montecito Bank & Trust
California
$1.35M
CAN
78
Cetera Advisor Networks
California
$1.34M -$34.8K -1,292 -3%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.28M +$234K +8,692 +22%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.27M +$455K +16,892 +55%
CPA
81
Capital Planning Advisors
California
$1.25M +$659K +24,440 +110%
SC
82
Scotia Capital
Ontario, Canada
$1.24M
FCI
83
Financial Counselors Inc
Kansas
$1.21M -$8.09K -300 -0.7%
BPC
84
Banque Pictet & Cie
Switzerland
$1.21M -$254K -9,420 -17%
FAAS
85
First Allied Advisory Services
California
$1.14M +$20.9K +776 +2%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$1.11M +$18.4K +684 +2%
TH
87
Timber Hill
Connecticut
$1.03M +$1.04M +38,656 New
MAS
88
Madden Advisory Services
Florida
$1.03M
CP
89
Cinque Partners
California
$1.01M -$3.39M -125,856 -77%
AIM
90
Acropolis Investment Management
Missouri
$1M -$19.4K -720 -2%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$997K +$47.2K +1,752 +5%
AF
92
Affiance Financial
Minnesota
$941K -$123K -4,580 -12%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$901K +$216K +8,028 +31%
CCS
94
Crosspoint Capital Strategies
California
$878K +$907K +33,644 New
SCG
95
Sonata Capital Group
Washington
$872K
ICOA
96
Investment Centers of America
North Dakota
$841K -$1.83K -68 -0.2%
BTS
97
BB&T Securities
Virginia
$796K -$17.3K -640 -2%
GT
98
Glenview Trust
Kentucky
$789K +$794K +29,460 New
PCM
99
Parsons Capital Management
Rhode Island
$742K -$156K -5,780 -17%
BI
100
Boulegeris Investments
Georgia
$736K

IYW Hedge Fund Activity: Q4 2015 in Review

213 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2015, worth a combined $1.22B — up 13% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYW positions and 19 closed out — a net gain of 10 holders — while 72 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $34.3M. The largest seller was Goldman Sachs, cutting an estimated $81.1M.

  • 213 institutional investors held iShares US Technology ETF (IYW) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $1.22B of iShares US Technology ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 29 funds opened new iShares US Technology ETF positions in Q4 2015 and 19 closed out, a net change of +10 holders.
  • The largest iShares US Technology ETF buyer in Q4 2015 was LPL Financial, an estimated $34.3M added.
  • The largest iShares US Technology ETF seller in Q4 2015 was Goldman Sachs, an estimated $81.1M sold.

Based on aggregated 13F filings for Q4 2015.