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iShares US Technology ETF

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: 68 (+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: 205231 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$906K +$142K +4,972 +20%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$888K -$951K -33,192 -53%
PCM
103
Parsons Capital Management
Rhode Island
$852K +$34.4K +1,200 +4%
BTS
104
BB&T Securities
Virginia
$841K -$43.7K -1,524 -5%
CWM
105
Concert Wealth Management
California
$819K +$788K +27,492 New
RPG
106
Risk Paradigm Group
Texas
$817K -$1.28M -44,732 -62%
US Bancorp
107
US Bancorp
Minnesota
$791K -$11.5K -400 -1%
BI
108
Boulegeris Investments
Georgia
$787K
PWAP
109
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$753K -$2.87K -100 -0.4%
KF
110
Krilogy Financial
Missouri
$742K -$22.9K -800 -3%
SWP
111
Stratos Wealth Partners
Ohio
$687K +$662K +23,100 New
BTNA
112
Bremer Trust National Association
Minnesota
$684K -$22.9K -800 -3%
BOS
113
Bingham Osborn & Scarborough
California
$675K
GLA
114
Great Lakes Advisors
Illinois
$637K
WI
115
Wintrust Investments
Illinois
$627K +$604K +21,080 New
Comerica Bank
116
Comerica Bank
Texas
$624K
CCA
117
Clearwater Capital Advisors
Illinois
$622K
KM
118
Kalos Management
Georgia
$608K +$83.6K +2,916 +17%
CLOS
119
Compagnie Lombard Odier SCmA
Switzerland
$577K
AFP
120
Ausdal Financial Partners
Iowa
$575K +$12.4K +432 +2%
OC
121
Oppenheimer & Co
New York
$521K +$34.7K +1,212 +7%
AF
122
Affiance Financial
Minnesota
$520K -$210K -7,324 -30%
EFS
123
Essex Financial Services
Connecticut
$518K
CC
124
Cedar Capital
Illinois
$512K +$493K +17,216 New
FTUS
125
Flow Traders U.S.
New York
$510K +$491K +17,132 New

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.