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iShares US Technology ETF
IYW

Overview Fund Activity

241 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+30
Holders Change %
+14.22%
% of All Funds
6.43%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
47
Increased
84
Reduced
66
Closed
14
Calls
$564K
Puts
$1.26M
Net Calls
-$699K
Net Calls Change
-$2.84M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$768M
2
PAG
2
Pinnacle Advisory Group
Maryland
$89.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$164M
4
Morgan Stanley
4
Morgan Stanley
New York
$176M
5
BA
5
BlackRock Advisors
Delaware
$162M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
CM
2
Churchill Management
California
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
NCM
4
Niemann Capital Management
Nevada
$4.53M
5
HP
5
HT Partners
Connecticut
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$453K +$310K +11,880 +217%
Citadel Advisors
152
Citadel Advisors
Florida
$437K +$437K +16,756 New
FI
153
FormulaFolio Investments
Michigan
$423K +$423K +16,220 New
REMPR
154
Roof Eidam Maycock Peralta (REMP)
California
$421K +$421K +16,136 New
P
155
Pitcairn
Pennsylvania
$418K – – –
PP
156
Patten & Patten
Tennessee
$403K – – –
AIM
157
Advantage Investment Management
Iowa
$387K +$387K +14,828 New
DY
158
Dowling & Yahnke
California
$382K – – –
BFA
159
Bragg Financial Advisors
North Carolina
$375K – – –
CAM
160
Carret Asset Management
New York
$373K +$19.8K +760 +6%
SIM
161
Sterling Investment Management
Arizona
$369K -$9.8K -376 -3%
CCB
162
Cutter & Co Brokerage
Missouri
$344K +$9.08K +348 +3%
B
163
Baird
Wisconsin
$343K -$24.1K -924 -7%
MIAN
164
Mariner Independent Advisor Network
Kansas
$318K +$22.6K +864 +8%
MFBTD
165
MB Financial Bank - Trust Department
Illinois
$313K -$313K -12,000 -50%
JIC
166
Joel Isaacson & Co
New York
$313K – – –
IC
167
InterOcean Capital
Illinois
$306K -$43.9K -1,680 -13%
AWE
168
Avidian Wealth Enterprises
Texas
$298K +$298K +11,432 New
BFO
169
Boston Family Office
Massachusetts
$292K – – –
WA
170
WFG Advisors
Texas
$285K +$58.1K +2,224 +26%
CTA
171
Chesley Taft & Associates
Illinois
$282K – – –
NES
172
New England Securities
New York
$282K +$20.9K +800 +8%
NPF
173
Norris Perne & French
Michigan
$278K -$96.6K -3,700 -26%
MFS
174
MSI Financial Services
Massachusetts
$274K +$129K +4,952 +90%
GW
175
GW & Wade
Massachusetts
$271K +$271K +10,400 New
5 6
7
8 9