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iShares US Technology ETF
IYW

Overview Fund Activity

205 hedge funds and large institutions have $1.02B invested in iShares US Technology ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
17
Increased
49
Reduced
76
Closed
26
Calls
$4.05M
Puts
$1.46M
Net Calls
+$2.59M
Net Calls Change
+$7.03M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$16.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.38M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.3M
5
CS
5
Credit Suisse
Switzerland
$7.78M

Top Sellers

1
GA
1
Giralda Advisors
New York
$0
2
PAG
2
Pinnacle Advisory Group
Maryland
$83.7M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
126
Beach Investment Counsel
Pennsylvania
$358K -$94.8K -3,600 -21%
DY
127
Dowling & Yahnke
California
$351K – – –
JIC
128
Joel Isaacson & Co
New York
$346K – – –
SRAM
129
Stone Ridge Asset Management
New York
$343K +$343K +13,024 New
PWLP
130
Prio Wealth Limited Partnership
Massachusetts
$327K -$184K -7,000 -36%
CCB
131
Cutter & Co Brokerage
Missouri
$317K -$9.91K -376 -3%
WCF
132
West Coast Financial
California
$316K +$316K +12,008 New
GT
133
Glenmede Trust
Pennsylvania
$311K +$105K +4,000 +51%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K +$15K +568 +5%
BFO
135
Boston Family Office
Massachusetts
$295K – – –
EWM
136
Endurance Wealth Management
Rhode Island
$292K +$3.69K +140 +1%
RFC
137
Regions Financial Corp
Alabama
$286K +$286K +10,856 New
SCM
138
SOL Capital Management
Maryland
$275K +$275K +10,460 New
IC
139
InterOcean Capital
Illinois
$262K – – –
HVIA
140
Hudson Valley Investment Advisors
New York
$258K – – –
CTA
141
Chesley Taft & Associates
Illinois
$247K – – –
KIA
142
KCM Investment Advisors
California
$243K -$10.5K -400 -4%
VIA
143
Vantage Investment Advisors
Pennsylvania
$242K -$843 -32 -0.3%
MM
144
Meridian Management
Arkansas
$242K – – –
RJT
145
Raymond James Trust
Florida
$227K – – –
PBO
146
Peoples Bank (Ohio)
Ohio
$224K -$40.7K -1,548 -15%
RMAM
147
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
IH
148
IFC Holdings
Florida
$211K +$635 +24 +0.3%
PP
149
Palladium Partners
Virginia
$205K – – –
AAS
150
Annex Advisory Services
Wisconsin
$205K – – –
4 5
6
7 8