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iShares US Technology ETF
IYW

Overview Fund Activity

193 hedge funds and large institutions have $2.19B invested in iShares US Technology ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
33
Increased
85
Reduced
39
Closed
13
Calls
$2.42M
Puts
–
Net Calls
+$2.42M
Net Calls Change
+$2.17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$434M
2
BTS
2
BB&T Securities
Virginia
$186M
3
AssetMark Inc
3
AssetMark Inc
California
$114M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19M
2
BWM
2
Braver Wealth Management
Massachusetts
$1.98M
3
WA
3
WFG Advisors
Texas
$228K
4
CIM
4
Confluence Investment Management
Missouri
$8.16M
5
NYLIM
5
New York Life Investment Management
New York
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$329K – – –
FCCM
127
First City Capital Management
Georgia
$328K – – –
BFA
128
Bragg Financial Advisors
North Carolina
$327K – – –
CAM
129
Carret Asset Management
New York
$308K +$4.55K +200 +1%
CNB
130
City National Bank
California
$299K -$370K -16,240 -55%
B
131
Baird
Wisconsin
$287K -$336K -14,788 -54%
LWM
132
LBA Wealth Management
Florida
$283K – – –
KFS
133
KMS Financial Services
Washington
$282K +$49.1K +2,152 +21%
NA
134
Navellier & Associates
Nevada
$278K -$1.82M -79,952 -87%
Northern Trust
135
Northern Trust
Illinois
$276K +$276K +12,116 New
VKH
136
Virtu KCG Holdings
New York
$274K +$274K +12,032 New
MFBTD
137
MB Financial Bank - Trust Department
Illinois
$273K – – –
JIC
138
Joel Isaacson & Co
New York
$273K +$273K +12,000 New
DLCIG
139
D.L. Carlson Investment Group
New Hampshire
$261K +$34.1K +1,500 +15%
BFO
140
Boston Family Office
Massachusetts
$255K – – –
FIM
141
Fernwood Investment Management
Massachusetts
$235K -$425K -18,704 -64%
WA
142
WFG Advisors
Texas
$228K -$6.14M -269,732 -96%
SI
143
SII Investments
Wisconsin
$224K -$1.02M -47,192 -82%
FWP
144
FAS Wealth Partners
Kansas
$221K – – –
AAS
145
Annex Advisory Services
Wisconsin
$220K -$11.6K -508 -5%
CFA
146
Carroll Financial Associates
North Carolina
$218K – – –
MM
147
Meridian Management
Arkansas
$209K – – –
EWA
148
Exencial Wealth Advisors
Oklahoma
$207K – – –
VIA
149
Vantage Investment Advisors
Pennsylvania
$206K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$206K +$176K +7,720 +585%
4 5
6
7 8