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iShares US Technology ETF
IYW

Overview Fund Activity

213 hedge funds and large institutions have $1.22B invested in iShares US Technology ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
29
Increased
72
Reduced
58
Closed
19
Calls
$5.02M
Puts
$2.48M
Net Calls
+$2.54M
Net Calls Change
-$5.96M

Top Buyers

1
LPL Financial
LPL Financial
California
$56.6M
2
Bank of America
Bank of America
North Carolina
$195M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.9M
4
Morgan Stanley
Morgan Stanley
New York
$189M
5
UCFA
United Capital Financial Advisors
Texas
$18.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
$0
3
Jane Street
Jane Street
New York
$0
4
MP
Manifold Partners
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$226K +$226K +8,460 New
LWM
152
LBA Wealth Management
Florida
$224K -$26.7K -1,000 -11%
RMAM
153
Raab & Moskowitz Asset Management
New Jersey
$223K – – –
GS
154
Girard Securities
California
$217K +$217K +8,120 New
TT
155
Tiedemann Trust
Delaware
$216K +$216K +8,068 New
BRWA
156
B. Riley Wealth Advisors
Florida
$208K +$208K +7,740 New
PP
157
Palladium Partners
Virginia
$208K +$208K +7,780 New
AAS
158
Annex Advisory Services
Wisconsin
$207K -$18K -672 -8%
CIC
159
Cornercap Investment Counsel
Georgia
$200K +$200K +7,488 New
WA
160
WFG Advisors
Texas
$189K -$4.71K -176 -2%
GT
161
Glenmede Trust
Pennsylvania
$188K +$65.9K +2,480 +54%
DADC
162
D.A. Davidson & Co
Montana
$181K – – –
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$177K +$46K +1,720 +35%
CFA
164
Carroll Financial Associates
North Carolina
$175K +$13.3K +500 +8%
AC
165
Alexandria Capital
Virginia
$174K – – –
PG
166
Patten Group
Tennessee
$166K – – –
CFG
167
Citizens Financial Group
Rhode Island
$152K +$152K +5,668 New
FCCM
168
First City Capital Management
Georgia
$139K -$74.9K -2,800 -35%
HFA
169
High Falls Advisors
New York
$133K +$133K +4,980 New
CFS
170
Commonwealth Financial Services
West Virginia
$110K -$20.5K -764 -16%
GWM
171
Gupta Wealth Management
California
$107K +$64.2K +2,400 +150%
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$104K +$322 +12 +0.3%
NFG
173
Next Financial Group
Texas
$103K – – –
ASN
174
Advisory Services Network
Georgia
$91K +$107 +4 +0.1%
ADL
175
Asset Dedication LLC
California
$86K +$86K +3,200 New
5 6
7
8 9