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iShares US Technology ETF
IYW

Overview Fund Activity

211 hedge funds and large institutions have $2.2B invested in iShares US Technology ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
6.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
25
Increased
85
Reduced
62
Closed
14
Calls
$2.85M
Puts
$715K
Net Calls
+$2.14M
Net Calls Change
+$1.42M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$370M
2
CM
2
Churchill Management
California
$23.4M
3
NCM
3
Niemann Capital Management
Nevada
$17.4M
4
Bank of America
4
Bank of America
North Carolina
$209M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$80.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$87.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$970K
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
BIM
4
BlackRock Investment Management
Delaware
$29.5M
5
SAM
5
Shamrock Asset Management
Texas
$72K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
126
Great Lakes Advisors
Illinois
$539K – – –
DLCIG
127
D.L. Carlson Investment Group
New Hampshire
$532K +$247K +9,800 +87%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$514K +$41.1K +1,632 +9%
Truist Financial
129
Truist Financial
North Carolina
$502K -$6.05K -240 -1%
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$485K -$880K -35,012 -64%
RW
131
Rand Wealth
Maryland
$485K +$128K +5,084 +36%
Deutsche Bank
132
Deutsche Bank
Germany
$482K +$2.71K +108 +0.6%
CNB
133
City National Bank
California
$448K -$111K -4,416 -20%
Citigroup
134
Citigroup
New York
$441K -$5.15M -204,552 -92%
EFS
135
Essex Financial Services
Connecticut
$438K – – –
CIBC World Market
136
CIBC World Market
Ontario, Canada
$428K -$768K -30,512 -64%
P
137
Pitcairn
Pennsylvania
$403K – – –
PP
138
Patten & Patten
Tennessee
$389K – – –
FAAM
139
First Allied Asset Management
California
$381K +$158K +6,308 +71%
DY
140
Dowling & Yahnke
California
$369K -$6.05K -240 -2%
SIM
141
Sterling Investment Management
Arizona
$366K -$26.6K -1,056 -7%
FCCM
142
First City Capital Management
Georgia
$363K – – –
BFA
143
Bragg Financial Advisors
North Carolina
$362K – – –
NPF
144
Norris Perne & French
Michigan
$361K -$6.04K -240 -2%
B
145
Baird
Wisconsin
$355K +$2.52K +100 +0.7%
Millennium Management
146
Millennium Management
New York
$352K +$352K +13,960 New
CAM
147
Carret Asset Management
New York
$341K -$10.1K -400 -3%
IC
148
InterOcean Capital
Illinois
$338K +$338K +13,400 New
CCB
149
Cutter & Co Brokerage
Missouri
$323K +$89.4K +3,552 +38%
KFS
150
KMS Financial Services
Washington
$312K +$36.8K +1,464 +13%
4 5
6
7 8