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iShares US Technology ETF
IYW

275 hedge funds and large institutions have $1.85B invested in iShares US Technology ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 93 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $7.94M | Put options by funds: $3.01M

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

7% more capital invested

Capital invested by funds: $1.73B → $1.85B (+$114M)

6% more funds holding

Funds holding: 259 → 275 (+16)

10.52% less ownership

Funds ownership: 209.99% → 199.47% (-11%)

17% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 93

Holders
275
Holders Change
+16
Holders Change %
+6.18%
% of All Funds
6.86%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
30
Increased
77
Reduced
93
Closed
12
Calls
$7.94M
Puts
$3.01M
Net Calls
+$4.92M
Net Calls Change
+$1.18M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$59.1M
2
Bank of America
Bank of America
North Carolina
+$41.1M
3
AP
Advisors Preferred
Maryland
+$9.16M
4
TSS
Two Sigma Securities
New York
+$8.8M
5
UBS Group
UBS Group
Switzerland
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$60.7M
2
PAG
Pinnacle Advisory Group
Maryland
-$17.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$15.7M
4
X
Xponance
Pennsylvania
-$11.3M
5
CS
Credit Suisse
Switzerland
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KM
151
Kalos Management
Georgia
$513K -$22.7K -620 -4%
AF
152
Affiance Financial
Minnesota
$512K – – –
CCA
153
Conservest Capital Advisors
Pennsylvania
$511K +$1.17K +32 +0.2%
BIC
154
Beach Investment Counsel
Pennsylvania
$510K – – –
FANJ
155
Financial Architects (New Jersey)
New Jersey
$500K -$35K -956 -7%
PA
156
Parallel Advisors
California
$488K +$2.05K +56 +0.5%
KIA
157
KCM Investment Advisors
California
$467K +$118K +3,216 +35%
SFSIG
158
San Francisco Sentry Investment Group
California
$465K – – –
CAM
159
Carret Asset Management
New York
$453K -$9.53K -260 -2%
JIC
160
Joel Isaacson & Co
New York
$450K – – –
DLCIG
161
D.L. Carlson Investment Group
New Hampshire
$449K -$35.2K -960 -7%
DY
162
Dowling & Yahnke
California
$446K – – –
William Blair & Company
163
William Blair & Company
Illinois
$439K +$91K +2,484 +27%
BFO
164
Boston Family Office
Massachusetts
$420K – – –
GFPC
165
Global Financial Private Capital
Florida
$413K +$404K +11,032 New
EWM
166
Endurance Wealth Management
Rhode Island
$411K – – –
RJT
167
Raymond James Trust
Florida
$405K +$24.9K +680 +7%
BFG
168
Barber Financial Group
Kansas
$400K -$47K -1,284 -11%
PWLP
169
Prio Wealth Limited Partnership
Massachusetts
$385K -$2.93K -80 -0.8%
CBA
170
Coastal Bridge Advisors
Connecticut
$370K +$362K +9,880 New
GT
171
Glenmede Trust
Pennsylvania
$363K – – –
CFA
172
Carroll Financial Associates
North Carolina
$362K -$46.2K -1,260 -12%
Brown Advisory
173
Brown Advisory
Maryland
$354K +$136K +3,716 +65%
CTA
174
Chesley Taft & Associates
Illinois
$352K – – –
CPP
175
Crow Point Partners
Massachusetts
$348K +$343K +9,356 New
5 6
7
8 9

IYW Hedge Fund Activity: Q3 2017 in Review

275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2017, worth a combined $1.85B — up 6.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYW positions and 12 closed out — a net gain of 18 holders — while 77 added to existing stakes and 93 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $59.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $60.7M.

  • 275 institutional investors held iShares US Technology ETF (IYW) as of Q3 2017, up from 259 in Q2 2017.
  • Funds reported $1.85B of iShares US Technology ETF stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 30 funds opened new iShares US Technology ETF positions in Q3 2017 and 12 closed out, a net change of +18 holders.
  • The largest iShares US Technology ETF buyer in Q3 2017 was AssetMark Inc, an estimated $59.1M added.
  • The largest iShares US Technology ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2017.