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iShares US Technology ETF
IYW

173 hedge funds and large institutions have $1.58B invested in iShares US Technology ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more funds holding

Funds holding: 149 → 173 (+24)

15% more capital invested

Capital invested by funds: $1.37B → $1.58B (+$209M)

8.77% less ownership

Funds ownership: 200.87% → 192.09% (-8.8%)

Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
34
Increased
60
Reduced
47
Closed
8
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
-$493K

Top Buyers

Rank Fund Capital Flow
1
FSIM
F-Squared Investment Management
Massachusetts
+$44.1M
2
Ameriprise
Ameriprise
Minnesota
+$38.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.4M
4
AssetMark Inc
AssetMark Inc
California
+$12.4M
5
NYLIM
New York Life Investment Management
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
NA
Navellier & Associates
Nevada
-$44.5M
2
Bank of America
Bank of America
North Carolina
-$20.9M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$14.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.9M
5
SG Americas Securities
SG Americas Securities
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$496K +$148K +7,088 +46%
MAS
102
Madden Advisory Services
Florida
$491K +$463K +22,220 New
GLA
103
Great Lakes Advisors
Illinois
$474K – – –
BOTW
104
Bank of the West
California
$466K +$439K +21,080 New
FA
105
FDx Advisors
Illinois
$463K +$199K +9,544 +81%
PP
106
Patten & Patten
Tennessee
$461K – – –
Truist Financial
107
Truist Financial
North Carolina
$446K – – –
PSW
108
Portfolio Strategies (Washington)
Washington
$436K +$411K +19,760 New
RW
109
Rand Wealth
Maryland
$426K – – –
PWLP
110
Prio Wealth Limited Partnership
Massachusetts
$398K +$11.2K +540 +3%
Deutsche Bank
111
Deutsche Bank
Germany
$392K +$33.3K +1,600 +10%
CA
112
Cetera Advisors
Colorado
$387K +$48.4K +2,324 +15%
Citigroup
113
Citigroup
New York
$386K -$83.2K -3,996 -19%
EFS
114
Essex Financial Services
Connecticut
$368K +$122K +5,836 +54%
SIM
115
Sterling Investment Management
Arizona
$354K – – –
P
116
Pitcairn
Pennsylvania
$354K +$333K +16,000 New
MA
117
MUFG Americas
New York
$351K – – –
DY
118
Dowling & Yahnke
California
$345K – – –
FCCM
119
First City Capital Management
Georgia
$319K – – –
BFA
120
Bragg Financial Advisors
North Carolina
$317K – – –
BCM
121
Brookstone Capital Management
Illinois
$313K +$295K +14,148 New
ASN
122
Advisory Services Network
Georgia
$307K +$289K +13,900 New
CAM
123
Carret Asset Management
New York
$295K +$278K +13,348 New
LWM
124
LBA Wealth Management
Florida
$275K +$259K +12,420 New
MFBTD
125
MB Financial Bank - Trust Department
Illinois
$265K – – –
3 4
5
6 7

IYW Hedge Fund Activity: Q4 2013 in Review

173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2013, worth a combined $1.58B — up 15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYW positions and 8 closed out — a net gain of 26 holders — while 60 added to existing stakes and 47 trimmed.

The largest buyer was F-Squared Investment Management, adding an estimated $44.1M. The largest seller was Navellier & Associates, cutting an estimated $44.5M.

  • 173 institutional investors held iShares US Technology ETF (IYW) as of Q4 2013, up from 149 in Q3 2013.
  • Funds reported $1.58B of iShares US Technology ETF stock for Q4 2013, up 15% quarter-over-quarter.
  • 34 funds opened new iShares US Technology ETF positions in Q4 2013 and 8 closed out, a net change of +26 holders.
  • The largest iShares US Technology ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $44.1M added.
  • The largest iShares US Technology ETF seller in Q4 2013 was Navellier & Associates, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2013.