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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
AIM
101
Acropolis Investment Management
Missouri
$961K -$45.8K -1,536 -5%
RPG
102
Risk Paradigm Group
Texas
$895K +$68.8K +2,308 +8%
PCM
103
Parsons Capital Management
Rhode Island
$868K +$7.16K +240 +0.8%
BTS
104
BB&T Securities
Virginia
$841K
FWIA
105
Fort Washington Investment Advisors
Ohio
$812K +$805K +27,000 New
NA
106
NewEdge Advisors
Louisiana
$810K +$780K +26,168 New
SCG
107
Sonata Capital Group
Washington
$805K -$131K -4,400 -14%
US Bancorp
108
US Bancorp
Minnesota
$794K -$4.89K -164 -0.6%
BI
109
Boulegeris Investments
Georgia
$781K -$14.3K -480 -2%
PWAP
110
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$727K -$33.4K -1,120 -4%
P
111
Pitcairn
Pennsylvania
$703K +$221K +7,396 +46%
BOS
112
Bingham Osborn & Scarborough
California
$682K
BTNA
113
Bremer Trust National Association
Minnesota
$680K -$11.5K -384 -2%
KF
114
Krilogy Financial
Missouri
$676K -$73.8K -2,476 -10%
TH
115
Timber Hill
Connecticut
$654K -$421K -14,104 -39%
SPC
116
Sigma Planning Corp
Michigan
$649K -$415K -13,920 -39%
CCA
117
Clearwater Capital Advisors
Illinois
$636K
OTC
118
Opera Trading Capital
France
$615K +$479K +16,056 +365%
WI
119
Wintrust Investments
Illinois
$613K -$20.3K -680 -3%
FTS
120
Fifth Third Securities
Ohio
$594K +$90.2K +3,024 +18%
AI
121
Atria Investments
North Carolina
$592K +$374K +12,552 +176%
AFP
122
Ausdal Financial Partners
Iowa
$591K +$9.3K +312 +2%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$583K
Comerica Bank
124
Comerica Bank
Texas
$574K -$74.2K -2,488 -12%
SWP
125
Stratos Wealth Partners
Ohio
$554K -$139K -4,676 -20%

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.