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iShares US Technology ETF
IYW

Overview Fund Activity

236 hedge funds and large institutions have $1.46B invested in iShares US Technology ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
6.3%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.35%
New
30
Increased
52
Reduced
96
Closed
33
Calls
$399K
Puts
$294K
Net Calls
+$105K
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$10.5M
3
WF
3
WealthTrust Fairport
Ohio
$10.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$42.5M
5
AIM
5
Advantage Investment Management
Iowa
$3.83M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$36.9M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$0
3
BTS
3
BB&T Securities
Virginia
$8.78M
4
AssetMark Inc
4
AssetMark Inc
California
$177K
5
TFA
5
Transamerica Financial Advisors
Florida
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$558K +$558K +21,272 New
CCB
127
Cutter & Co Brokerage
Missouri
$550K +$204K +7,784 +59%
CA
128
Cetera Advisors
Colorado
$542K -$56.4K -2,148 -9%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$531K -$3.57K -136 -0.7%
BIC
130
Beach Investment Counsel
Pennsylvania
$525K – – –
RW
131
Rand Wealth
Maryland
$506K – – –
FANJ
132
Financial Architects (New Jersey)
New Jersey
$488K -$82.5K -3,148 -14%
BPCA
133
Bank Pictet & Cie (Asia)
Singapore
$468K +$468K +17,832 New
VIA
134
Vantage Investment Advisors
Pennsylvania
$463K +$226K +8,604 +95%
Citadel Advisors
135
Citadel Advisors
Florida
$460K +$20.7K +788 +5%
EFS
136
Essex Financial Services
Connecticut
$457K -$1.01M -12,000 -69%
REMPR
137
Roof Eidam Maycock Peralta (REMP)
California
$423K – – –
P
138
Pitcairn
Pennsylvania
$420K – – –
CPA
139
Capital Planning Advisors
California
$418K +$172K +6,560 +70%
SG Americas Securities
140
SG Americas Securities
New York
$412K -$4.05M -154,496 -91%
PP
141
Patten & Patten
Tennessee
$405K – – –
CS
142
Credit Suisse
Switzerland
$404K -$4.27M -162,440 -91%
Truist Financial
143
Truist Financial
North Carolina
$387K -$135K -5,168 -26%
SC
144
Savant Capital
Illinois
$378K +$128K +4,880 +51%
SIM
145
Sterling Investment Management
Arizona
$371K – – –
BFA
146
Bragg Financial Advisors
North Carolina
$370K +$1.44K +56 +0.4%
DY
147
Dowling & Yahnke
California
$363K -$21K -800 -5%
CAM
148
Carret Asset Management
New York
$346K -$30K -1,140 -8%
MAA
149
Managed Account Advisors
New Jersey
$342K +$342K +13,048 New
JIC
150
Joel Isaacson & Co
New York
$315K – – –
4 5
6
7 8