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iShares US Technology ETF
IYW

231 hedge funds and large institutions have $1.31B invested in iShares US Technology ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

37% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $4.1M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

29% more capital invested

Capital invested by funds: $1.02B → $1.31B (+$294M)

14.6% more ownership

Funds ownership: 174.37% → 188.97% (+15%)

13% more funds holding

Funds holding: 205 → 231 (+26)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
231
Holders Change
+26
Holders Change %
+12.68%
% of All Funds
6.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
37
Increased
58
Reduced
67
Closed
9
Calls
$5.63M
Puts
$4.1M
Net Calls
+$1.52M
Net Calls Change
-$1.06M

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$48.5M
2
Bank of America
Bank of America
North Carolina
+$21.2M
3
Wells Fargo
Wells Fargo
California
+$17.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M
5
UBS Group
UBS Group
Switzerland
+$12.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$38.1M
2
WF
WealthTrust Fairport
Ohio
-$13.2M
3
CIM
Confluence Investment Management
Missouri
-$6.07M
4
CS
Credit Suisse
Switzerland
-$5.96M
5
UAS
United Asset Strategies
New York
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$1.56M -$2.29M -80,012 -60%
CAN
77
Cetera Advisor Networks
California
$1.55M +$178K +6,224 +14%
FNT
78
First National Trust
Pennsylvania
$1.54M -$52.8K -1,844 -3%
CCM
79
Condor Capital Management
New Jersey
$1.45M +$159K +5,532 +13%
NPC
80
National Planning Corporation
California
$1.45M -$130K -4,524 -8%
CCT
81
Country Club Trust
Missouri
$1.42M – – –
ACN
82
Advisor Consultant Network
Ohio
$1.42M +$1.37M +47,780 New
MBT
83
Montecito Bank & Trust
California
$1.36M +$128K +4,456 +11%
IA
84
IFP Advisors
Florida
$1.31M +$219K +7,632 +21%
BPC
85
Banque Pictet & Cie
Switzerland
$1.29M -$57.3K -2,000 -4%
CPA
86
Capital Planning Advisors
California
$1.24M -$28.9K -1,008 -2%
Barclays
87
Barclays
United Kingdom
$1.2M +$1.15M +40,200 New
GWM
88
Geneos Wealth Management
Colorado
$1.15M +$567K +19,784 +105%
MAS
89
Madden Advisory Services
Florida
$1.15M – – –
SC
90
Scotia Capital
Ontario, Canada
$1.12M +$26K +908 +2%
TH
91
Timber Hill
Connecticut
$1.07M +$1.03M +35,860 New
SPC
92
Sigma Planning Corp
Michigan
$1.06M +$1.02M +35,504 New
PAM
93
PVG Asset Management
Colorado
$1.06M +$1.02M +35,480 New
JMPWA
94
JP Morgan Private Wealth Advisors
California
$1.04M -$49.1K -1,712 -5%
ICOA
95
Investment Centers of America
North Dakota
$1.03M +$22.9K +800 +2%
AIM
96
Acropolis Investment Management
Missouri
$997K -$51K -1,780 -5%
Citigroup
97
Citigroup
New York
$968K -$83.3K -2,908 -8%
MLIC
98
Mandatum Life Insurance Company
Finland
$957K -$40K -1,396 -4%
Millennium Management
99
Millennium Management
New York
$940K -$306K -10,676 -25%
SCG
100
Sonata Capital Group
Washington
$928K – – –
2 3
4
5 6

IYW Hedge Fund Activity: Q3 2016 in Review

231 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2016, worth a combined $1.31B — up 29% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYW positions and 9 closed out — a net gain of 28 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Pinnacle Advisory Group, adding an estimated $48.5M. The largest seller was Ameriprise, cutting an estimated $38.1M.

  • 231 institutional investors held iShares US Technology ETF (IYW) as of Q3 2016, up from 205 in Q2 2016.
  • Funds reported $1.31B of iShares US Technology ETF stock for Q3 2016, up 29% quarter-over-quarter.
  • 37 funds opened new iShares US Technology ETF positions in Q3 2016 and 9 closed out, a net change of +28 holders.
  • The largest iShares US Technology ETF buyer in Q3 2016 was Pinnacle Advisory Group, an estimated $48.5M added.
  • The largest iShares US Technology ETF seller in Q3 2016 was Ameriprise, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2016.