We are live on ! Find out more
IYW icon

iShares US Technology ETF

247 hedge funds and large institutions have $1.49B invested in iShares US Technology ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$176M)

12.99% more ownership

Funds ownership: 188.97%201.96% (+13%)

7% more funds holding

Funds holding: 231247 (+16)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.89M

Holders
247
Holders Change
+16
Holders Change %
+6.93%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
42
Increased
58
Reduced
90
Closed
23
Calls
$1.19M
Puts
$2.89M
Net Calls
-$1.7M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$1.77M +$207K +6,952 +13%
SBL
77
Sargent Bickham Lagudis
Colorado
$1.69M +$1.54M +51,756 +1,125%
FAAS
78
First Allied Advisory Services
California
$1.69M -$96.5K -3,236 -5%
CIC
79
Carnegie Investment Counsel
Ohio
$1.69M -$17.9K -600 -1%
V
80
Veritable
Delaware
$1.6M
SG Americas Securities
81
SG Americas Securities
New York
$1.59M -$468K -15,684 -23%
BFA
82
Beaumont Financial Advisors
Massachusetts
$1.51M +$1.5M +50,392 New
BWM
83
Braver Wealth Management
Massachusetts
$1.51M -$7.07M -237,212 -83%
CCT
84
Country Club Trust
Missouri
$1.44M +$7.16K +240 +0.5%
PFS
85
Prospera Financial Services
Texas
$1.4M +$1.39M +46,608 New
CCM
86
Condor Capital Management
New Jersey
$1.4M -$64.9K -2,176 -4%
CAN
87
Cetera Advisor Networks
California
$1.38M -$183K -6,148 -12%
CPA
88
Capital Planning Advisors
California
$1.3M +$46.9K +1,572 +4%
MBT
89
Montecito Bank & Trust
California
$1.29M -$83.5K -2,800 -6%
FCI
90
Financial Counselors Inc
Kansas
$1.29M +$1.28M +42,960 New
FNT
91
First National Trust
Pennsylvania
$1.28M -$265K -8,896 -17%
GWM
92
Geneos Wealth Management
Colorado
$1.28M +$122K +4,100 +11%
BPC
93
Banque Pictet & Cie
Switzerland
$1.23M -$74K -2,480 -6%
SC
94
Scotia Capital
Ontario, Canada
$1.17M +$36K +1,208 +3%
MAS
95
Madden Advisory Services
Florida
$1.16M
ICOA
96
Investment Centers of America
North Dakota
$1.15M +$116K +3,876 +11%
Nomura Asset Management
97
Nomura Asset Management
Japan
$1.08M -$1.19M -40,000 -53%
Citigroup
98
Citigroup
New York
$1.04M +$61.2K +2,052 +6%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$1.02M -$38.8K -1,300 -4%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$969K +$71.3K +2,392 +8%

IYW Hedge Fund Activity: Q4 2016 in Review

247 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2016, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYW positions and 23 closed out — a net gain of 19 holders — while 58 added to existing stakes and 90 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.8M. The largest seller was LPL Financial, cutting an estimated $8.58M.

  • 247 institutional investors held iShares US Technology ETF (IYW) as of Q4 2016, up from 231 in Q3 2016.
  • Funds reported $1.49B of iShares US Technology ETF stock for Q4 2016, up 13% quarter-over-quarter.
  • 42 funds opened new iShares US Technology ETF positions in Q4 2016 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Technology ETF buyer in Q4 2016 was Ameriprise, an estimated $54.8M added.
  • The largest iShares US Technology ETF seller in Q4 2016 was LPL Financial, an estimated $8.58M sold.

Based on aggregated 13F filings for Q4 2016.