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iShares US Technology ETF

247 hedge funds and large institutions have $1.49B invested in iShares US Technology ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$176M)

12.99% more ownership

Funds ownership: 188.97%201.96% (+13%)

7% more funds holding

Funds holding: 231247 (+16)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.89M

Holders
247
Holders Change
+16
Holders Change %
+6.93%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
42
Increased
58
Reduced
90
Closed
23
Calls
$1.19M
Puts
$2.89M
Net Calls
-$1.7M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
151
Prio Wealth Limited Partnership
Massachusetts
$356K -$13.7K -460 -4%
PA
152
Parallel Advisors
California
$346K +$343K +11,508 New
AIM
153
Advantage Investment Management
Iowa
$342K -$2.65M -88,992 -89%
SB
154
Suntrust Banks
Georgia
$340K +$47.7K +1,600 +16%
BFO
155
Boston Family Office
Massachusetts
$337K
EWM
156
Endurance Wealth Management
Rhode Island
$333K
WTB
157
Washington Trust Bank
Washington
$333K +$330K +11,080 New
MCM
158
Maryland Capital Management
Maryland
$327K +$324K +10,872 New
VKH
159
Virtu KCG Holdings
New York
$324K +$321K +10,776 New
SFS
160
Sowell Financial Services
Arkansas
$323K +$293K +9,832 New
CFA
161
Carroll Financial Associates
North Carolina
$320K
SCM
162
SOL Capital Management
Maryland
$314K
RIA
163
Regal Investment Advisors
Michigan
$310K -$139K -4,672 -31%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$303K +$301K +10,084 New
GT
165
Glenmede Trust
Pennsylvania
$296K -$59.6K -2,000 -17%
CTA
166
Chesley Taft & Associates
Illinois
$283K
GT
167
Glenview Trust
Kentucky
$280K +$278K +9,320 New
KIA
168
KCM Investment Advisors
California
$278K
MM
169
Meridian Management
Arkansas
$277K
VIA
170
Vantage Investment Advisors
Pennsylvania
$272K
IC
171
InterOcean Capital
Illinois
$270K -$25.6K -860 -9%
HVIA
172
Hudson Valley Investment Advisors
New York
$268K -$26.8K -900 -9%
RJT
173
Raymond James Trust
Florida
$259K
SI
174
SII Investments
Wisconsin
$255K -$7.16K -240 -3%
SFG
175
StrategIQ Financial Group
Indiana
$242K +$240K +8,036 New

IYW Hedge Fund Activity: Q4 2016 in Review

247 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2016, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYW positions and 23 closed out — a net gain of 19 holders — while 58 added to existing stakes and 90 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.8M. The largest seller was LPL Financial, cutting an estimated $8.58M.

  • 247 institutional investors held iShares US Technology ETF (IYW) as of Q4 2016, up from 231 in Q3 2016.
  • Funds reported $1.49B of iShares US Technology ETF stock for Q4 2016, up 13% quarter-over-quarter.
  • 42 funds opened new iShares US Technology ETF positions in Q4 2016 and 23 closed out, a net change of +19 holders.
  • The largest iShares US Technology ETF buyer in Q4 2016 was Ameriprise, an estimated $54.8M added.
  • The largest iShares US Technology ETF seller in Q4 2016 was LPL Financial, an estimated $8.58M sold.

Based on aggregated 13F filings for Q4 2016.