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iShares US Technology ETF
IYW

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: 8 → 12 (+4)

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

4% more funds holding

Funds holding: 143 → 149 (+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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$57.9M
2
NA
Navellier & Associates
Nevada
+$34.2M
3
Goldman Sachs
Goldman Sachs
New York
+$29.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$19.4M
5
PI
Placemark Investments
Illinois
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.6M
2
SFM
Signature Financial Management
Virginia
-$15.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
4
WA
Whitebox Advisors
Minnesota
-$10.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$80K +$233 +12 +0.3%
Brown Advisory
127
Brown Advisory
Maryland
$79K – – –
DAC
128
Dividend Assets Capital
South Carolina
$77K – – –
GT
129
Glenmede Trust
Pennsylvania
$51K -$128K -6,600 -72%
SFSIG
130
San Francisco Sentry Investment Group
California
$50K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$43K – – –
WRM
132
Westport Resources Management
Connecticut
$32K – – –
EWM
133
Evercore Wealth Management
New York
$24K -$17.9K -920 -43%
DSC
134
Duncker Streett & Co
Missouri
$24K – – –
NES
135
New England Securities
New York
$24K – – –
BPBT
136
Boston Private Bank & Trust
Massachusetts
$22K +$21.4K +1,100 New
BKBG
137
BHF Kleinwort Benson Group
Belgium
$20K – – –
S
138
SignatureFD
Georgia
$16K -$36.9K -1,900 -70%
HNB
139
Huntington National Bank
Ohio
$16K – – –
PAS
140
Partnervest Advisory Services
California
$16K – – –
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$16K – – –
FNBT
142
FineMark National Bank & Trust
Florida
$12K – – –
MAM
143
Meeder Asset Management
Ohio
$12K +$12K +620 New
MWP
144
MYCIO Wealth Partners
Pennsylvania
$10K +$78 +4 +0.8%
SFS
145
Signator Financial Services
Massachusetts
$9K – – –
PSUF
146
People's United Financial
Connecticut
$8K – – –
OSNBOA
147
Old Second National Bank of Aurora
Illinois
$8K +$7.77K +400 New
HFM
148
Hartford Financial Management
Connecticut
$7K – – –
RFA
149
Reilly Financial Advisors
California
$4K – – –
EFS
150
Essex Financial Services
Connecticut
$213 +$210K +10,800 New
3 4 5
6
7

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.