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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
Deutsche Bank
101
Deutsche Bank
Germany
$318K
SIM
102
Sterling Investment Management
Arizona
$316K
MA
103
MUFG Americas
New York
$313K
DY
104
Dowling & Yahnke
California
$308K -$9.32K -480 -3%
CA
105
Cetera Advisors
Colorado
$302K +$297K +15,280 New
SC
106
Scotia Capital
Ontario, Canada
$302K +$298K +15,348 New
FCCM
107
First City Capital Management
Georgia
$284K
BFA
108
Bragg Financial Advisors
North Carolina
$283K
VKH
109
Virtu KCG Holdings
New York
$253K +$250K +12,860 New
AAS
110
Annex Advisory Services
Wisconsin
$248K -$43.4K -2,232 -15%
KFS
111
KMS Financial Services
Washington
$244K +$241K +12,424 New
MFBTD
112
MB Financial Bank - Trust Department
Illinois
$236K
FA
113
FDx Advisors
Illinois
$232K +$229K +11,788 New
B
114
Baird
Wisconsin
$226K +$10.1K +520 +5%
BFO
115
Boston Family Office
Massachusetts
$221K
CNB
116
City National Bank
California
$209K -$462K -23,804 -69%
EWA
117
Exencial Wealth Advisors
Oklahoma
$203K +$191K +9,828 New
CFA
118
Carroll Financial Associates
North Carolina
$188K +$54.4K +2,800 +41%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$173K +$57.9K +2,980 +51%
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K -$49K -2,520 -23%
PP
121
Palladium Partners
Virginia
$141K
MFS
122
MSI Financial Services
Massachusetts
$140K +$2.64K +136 +2%
BRWA
123
B. Riley Wealth Advisors
Florida
$128K +$126K +6,500 New
US Bancorp
124
US Bancorp
Minnesota
$98K +$10.1K +520 +12%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$96.9K +$95.6K +4,920 New

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.