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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
151
Risk Paradigm Group
Texas
$449K -$274K -7,828 -38%
AI
152
Atria Investments
North Carolina
$438K +$439K +12,532 New
SFSIG
153
San Francisco Sentry Investment Group
California
$433K +$90.5K +2,580 +26%
CAM
154
Carret Asset Management
New York
$431K -$21.7K -620 -5%
PA
155
Parallel Advisors
California
$431K
EFS
156
Essex Financial Services
Connecticut
$421K +$78.5K +2,240 +23%
Allianz Asset Management
157
Allianz Asset Management
Germany
$420K -$421K -12,000 -50%
JIC
158
Joel Isaacson & Co
New York
$419K
BFG
159
Barber Financial Group
Kansas
$417K +$4.77K +136 +1%
DY
160
Dowling & Yahnke
California
$416K -$11.9K -340 -3%
Wolverine Trading
161
Wolverine Trading
Illinois
$409K +$104K +2,956 +34%
SFG
162
StrategIQ Financial Group
Indiana
$398K +$112K +3,200 +39%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$395K +$19.4K +552 +5%
BFO
164
Boston Family Office
Massachusetts
$391K
EWM
165
Endurance Wealth Management
Rhode Island
$383K -$6.31K -180 -2%
CFA
166
Carroll Financial Associates
North Carolina
$377K
SCM
167
SOL Capital Management
Maryland
$365K
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$361K -$10.5K -300 -3%
RJT
169
Raymond James Trust
Florida
$353K +$42.1K +1,200 +13%
Nomura Asset Management
170
Nomura Asset Management
Japan
$335K -$645K -18,400 -66%
SS
171
Simplicity Solutions
Minnesota
$332K -$158K -4,504 -32%
CTA
172
Chesley Taft & Associates
Illinois
$328K
GT
173
Glenmede Trust
Pennsylvania
$328K
WTB
174
Washington Trust Bank
Washington
$323K -$18.9K -540 -6%
KIA
175
KCM Investment Advisors
California
$323K

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.