IYW icon

iShares US Technology ETF
IYW

Overview Fund Activity

173 hedge funds and large institutions have $1.58B invested in iShares US Technology ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
34
Increased
60
Reduced
47
Closed
8
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
-$493K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
$72.5M
2
Ameriprise
Ameriprise
Minnesota
$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$27M
4
AssetMark Inc
AssetMark Inc
California
$66.9M
5
NYLIM
New York Life Investment Management
New York
$11.7M

Top Sellers

1
NA
Navellier & Associates
Nevada
$2.04M
2
Bank of America
Bank of America
North Carolina
$156M
3
BFA
Beaumont Financial Advisors
Massachusetts
$27.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
SG Americas Securities
SG Americas Securities
New York
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Advisors Preferred
Maryland
$83K +$83K +3,768 New
TAM
152
Tocqueville Asset Management
New York
$78K +$78K +3,540 New
SFSIG
153
San Francisco Sentry Investment Group
California
$77K +$20.7K +940 +37%
GT
154
Glenmede Trust
Pennsylvania
$57K – – –
WRM
155
Westport Resources Management
Connecticut
$36K – – –
JFGIW
156
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$156K -7,080 -84%
DSC
157
Duncker Streett & Co
Missouri
$27K – – –
EWM
158
Evercore Wealth Management
New York
$27K – – –
BPBT
159
Boston Private Bank & Trust
Massachusetts
$24K – – –
RFA
160
Reilly Financial Advisors
California
$24K +$19.5K +864 +432%
BKBG
161
BHF Kleinwort Benson Group
Belgium
$22K – – –
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$18K – – –
S
163
SignatureFD
Georgia
$18K – – –
PAS
164
Partnervest Advisory Services
California
$18K +$89 +4 +0.5%
FNBT
165
FineMark National Bank & Trust
Florida
$13K – – –
OSNBOA
166
Old Second National Bank of Aurora
Illinois
$13K +$4.33K +200 +50%
CG
167
Colony Group
Massachusetts
$13K +$13K +592 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$12K +$90 +4 +0.8%
ACM
169
Aviance Capital Management
Florida
$11K +$11K +484 New
FWM
170
Focused Wealth Management
New York
$10K +$10K +440 New
PSUF
171
People's United Financial
Connecticut
$9K – – –
HFM
172
Hartford Financial Management
Connecticut
$7K – – –
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 +$11 +480 New
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
– -$11.9M -604,844 Closed
CS
175
Credit Suisse
Switzerland
– -$10.4M -527,544 Closed
4 5 6
7
8