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iShares US Technology ETF
IYW

Overview Fund Activity

193 hedge funds and large institutions have $2.19B invested in iShares US Technology ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
33
Increased
85
Reduced
39
Closed
13
Calls
$2.42M
Puts
–
Net Calls
+$2.42M
Net Calls Change
+$2.17M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$434M
2
BTS
BB&T Securities
Virginia
$186M
3
AssetMark Inc
AssetMark Inc
California
$114M
4
FSIM
F-Squared Investment Management
Massachusetts
$108M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$19M
2
BWM
Braver Wealth Management
Massachusetts
$1.98M
3
WA
WFG Advisors
Texas
$228K
4
CIM
Confluence Investment Management
Missouri
$8.16M
5
NYLIM
New York Life Investment Management
New York
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
151
Windhaven Investment Management
Massachusetts
$205K +$205K +9,112 New
NES
152
New England Securities
New York
$202K +$69.2K +3,040 +52%
CC
153
Courier Capital
New York
$200K +$200K +8,780 New
BRWA
154
B. Riley Wealth Advisors
Florida
$171K +$22.8K +1,000 +15%
PP
155
Palladium Partners
Virginia
$163K +$163K +7,160 New
CIA
156
Choate Investment Advisors
Massachusetts
$137K +$137K +6,000 New
MFS
157
MSI Financial Services
Massachusetts
$127K -$32.8K -1,440 -21%
Credit Agricole
158
Credit Agricole
France
$114K – – –
BJ
159
Brouwer & Janachowski
California
$109K +$109K +4,800 New
KTC
160
Kistler-Tiffany Companies
Pennsylvania
$92K +$272 +12 +0.3%
Brown Advisory
161
Brown Advisory
Maryland
$91K – – –
AllianceBernstein
162
AllianceBernstein
Tennessee
$91K +$91K +4,000 New
DAC
163
Dividend Assets Capital
South Carolina
$89K – – –
SFSIG
164
San Francisco Sentry Investment Group
California
$87K +$7.12K +312 +9%
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
$72.8K -$39.2K -1,720 -35%
TRCT
166
Tower Research Capital (TRC)
New York
$59K -$897K -39,576 -94%
GT
167
Glenmede Trust
Pennsylvania
$59K – – –
BKBG
168
BHF Kleinwort Benson Group
Belgium
$58K +$34.9K +1,520 +151%
DSC
169
Duncker Streett & Co
Missouri
$53K +$24.7K +1,080 +87%
CLOS
170
Compagnie Lombard Odier SCmA
Switzerland
$45K +$45K +1,960 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$41K -$130K -5,688 -76%
First Manhattan
172
First Manhattan
New York
$40K +$40K +1,764 New
WRM
173
Westport Resources Management
Connecticut
$37K – – –
CG
174
Colony Group
Massachusetts
$29K +$15.7K +696 +118%
BAM
175
Barrett Asset Management
New York
$29K +$29K +1,280 New
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