iShares US Technology ETF
IYW
149 hedge funds and large institutions have $1.37B invested in iShares US Technology ETF in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
62% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 39
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
36% more capital invested
Capital invested by funds: $1.01B → $1.37B (+$360M)
4% more funds holding
Funds holding: 143 → 149 (+6)
2.55% more ownership
Funds ownership: 198.31% → 200.87% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.9M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$34.2M |
| 3 |
Goldman Sachs
New York
|
+$29.4M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.4M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.6M |
| 2 |
SFM
Signature Financial Management
Norfolk,
Virginia
|
-$15.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.8M |
| 4 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$10.8M |
| 5 |
JP Morgan Chase
New York
|
-$4.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
151
Fidelity Investments
Boston,
Massachusetts
| – | -$28.6M | -1,554,600 | Closed |
|
|
152
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$12.8M | -657,800 | Closed |
|
|
WA
153
Whitebox Advisors
Minneapolis,
Minnesota
| – | -$10.8M | -588,332 | Closed |
|
|
DS
154
DRW Securities
Chicago,
Illinois
| – | -$4.15M | -225,556 | Closed |
|
|
TH
155
Timber Hill
Greenwich,
Connecticut
| – | -$1.02M | -55,420 | Closed |
|
|
JMPWA
156
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$254K | -13,804 | Closed |
|
157
Bessemer Group
Woodbridge,
New Jersey
| – | -$101K | -5,464 | Closed |
|
|
SMA
158
Simply Money Advisors
Cincinnati,
Ohio
| – | -$55K | -2,976 | Closed |
|
159
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$18K | -992 | Closed |
|
|
TIM
160
Tortoise Investment Management
White Plains,
New York
| – | -$6K | -300 | Closed |
|
IYW Hedge Fund Activity: Q3 2013 in Review
149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2013, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IYW positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 39 trimmed.
The largest buyer was Ameriprise, adding an estimated $57.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.6M sold.
- 149 institutional investors held iShares US Technology ETF (IYW) as of Q3 2013, up from 143 in Q2 2013.
- Funds reported $1.37B of iShares US Technology ETF stock for Q3 2013, up 36% quarter-over-quarter.
- 17 funds opened new iShares US Technology ETF positions in Q3 2013 and 10 closed out, a net change of +7 holders.
- The largest iShares US Technology ETF buyer in Q3 2013 was Ameriprise, an estimated $57.9M added.
- The largest iShares US Technology ETF seller in Q3 2013 was Fidelity Investments, an estimated $28.6M sold.
Based on aggregated 13F filings for Q3 2013.