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iShares US Technology ETF
IYW

Overview Fund Activity

201 hedge funds and large institutions have $2.45B invested in iShares US Technology ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 84 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
5.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
22
Increased
51
Reduced
84
Closed
13
Calls
$717K
Puts
–
Net Calls
+$717K
Net Calls Change
-$1.71M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$167M
2
BA
2
BlackRock Advisors
Delaware
$119M
3
BIM
3
BlackRock Investment Management
Delaware
$75.2M
4
PAG
4
Pinnacle Advisory Group
Maryland
$70.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$78.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$521M
2
BTS
2
BB&T Securities
Virginia
$93.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$42.2M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
126
Essex Financial Services
Connecticut
$422K +$18.6K +768 +5%
P
127
Pitcairn
Pennsylvania
$388K – – –
MA
128
MUFG Americas
New York
$380K – – –
NES
129
New England Securities
New York
$380K +$165K +6,824 +77%
SIM
130
Sterling Investment Management
Arizona
$377K -$9.1K -376 -2%
PP
131
Patten & Patten
Tennessee
$374K -$131K -5,400 -26%
DY
132
Dowling & Yahnke
California
$360K – – –
NPF
133
Norris Perne & French
Michigan
$353K – – –
FCCM
134
First City Capital Management
Georgia
$349K – – –
AWE
135
Avidian Wealth Enterprises
Texas
$349K +$349K +14,404 New
BFA
136
Bragg Financial Advisors
North Carolina
$348K – – –
RW
137
Rand Wealth
Maryland
$344K -$123K -5,084 -26%
B
138
Baird
Wisconsin
$339K +$33.2K +1,368 +11%
CAM
139
Carret Asset Management
New York
$338K +$9.69K +400 +3%
LWM
140
LBA Wealth Management
Florida
$301K – – –
Northern Trust
141
Northern Trust
Illinois
$293K -$873 -36 -0.3%
JIC
142
Joel Isaacson & Co
New York
$291K – – –
MFBTD
143
MB Financial Bank - Trust Department
Illinois
$291K – – –
BRWA
144
B. Riley Wealth Advisors
Florida
$275K +$93K +3,840 +51%
MIAN
145
Mariner Independent Advisor Network
Kansas
$274K +$274K +11,328 New
DLCIG
146
D.L. Carlson Investment Group
New Hampshire
$274K -$3.87K -160 -1%
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$272K -$2.88M -118,964 -91%
BFO
148
Boston Family Office
Massachusetts
$271K – – –
KFS
149
KMS Financial Services
Washington
$265K -$34.9K -1,440 -12%
WCM
150
Weatherstone Capital Management
Colorado
$250K +$250K +10,308 New
4 5
6
7 8