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iShares US Technology ETF
IYW

193 hedge funds and large institutions have $2.19B invested in iShares US Technology ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

118% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 39

39% more capital invested

Capital invested by funds: $1.58B → $2.19B (+$613M)

18.94% more ownership

Funds ownership: 192.09% → 211.03% (+19%)

12% more funds holding

Funds holding: 173 → 193 (+20)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.57%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.4%
New
33
Increased
85
Reduced
39
Closed
13
Calls
$2.42M
Puts
–
Net Calls
+$2.42M
Net Calls Change
+$2.17M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$183M
2
AssetMark Inc
AssetMark Inc
California
+$43.9M
3
FSIM
F-Squared Investment Management
Massachusetts
+$32.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.5M
5
TFA
Transamerica Financial Advisors
Florida
+$27.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.65M
2
BWM
Braver Wealth Management
Massachusetts
-$6.23M
3
WA
WFG Advisors
Texas
-$6.02M
4
CIM
Confluence Investment Management
Missouri
-$5.2M
5
NYLIM
New York Life Investment Management
New York
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
176
Evercore Wealth Management
New York
$27K – – –
CFA
177
Camarda Financial Advisors
Florida
$27K +$26.6K +1,192 New
BPBT
178
Boston Private Bank & Trust
Massachusetts
$25K – – –
RFA
179
Reilly Financial Advisors
California
$25K +$446 +20 +2%
S
180
SignatureFD
Georgia
$25K +$6.25K +280 +35%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$22.3K +1,000 New
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$19K – – –
PAS
183
Partnervest Advisory Services
California
$18K – – –
FNBT
184
FineMark National Bank & Trust
Florida
$14K – – –
OSNBOA
185
Old Second National Bank of Aurora
Illinois
$14K – – –
MWP
186
MYCIO Wealth Partners
Pennsylvania
$12K – – –
FWM
187
Focused Wealth Management
New York
$10K – – –
PSUF
188
People's United Financial
Connecticut
$9K – – –
HFM
189
Hartford Financial Management
Connecticut
$8K – – –
TCM
190
Tradewinds Capital Management
Washington
$3K +$2.68K +120 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.88K +84 New
BC
192
Bartlett & Co
Ohio
$2K +$2.23K +100 New
SCP
193
Syntal Capital Partners
Texas
$1.58K +$1.55M +69,504 New
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 – – –
SFM
195
Signature Financial Management
Virginia
– -$4.88M -220,680 Closed
Invesco
196
Invesco
Georgia
– -$3.46M -156,500 Closed
HFS
197
HL Financial Services
Kentucky
– -$3.42M -154,912 Closed
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
– -$2.07M -92,680 Closed
IH
199
IFC Holdings
Florida
– -$1.71M -77,604 Closed
HTC
200
Haverford Trust Company
Pennsylvania
– -$834K -37,716 Closed
5 6 7
8
9

IYW Hedge Fund Activity: Q1 2014 in Review

193 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2014, worth a combined $2.19B — up 39% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYW positions and 13 closed out — a net gain of 20 holders — while 85 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $8.65M.

  • 193 institutional investors held iShares US Technology ETF (IYW) as of Q1 2014, up from 173 in Q4 2013.
  • Funds reported $2.19B of iShares US Technology ETF stock for Q1 2014, up 39% quarter-over-quarter.
  • 33 funds opened new iShares US Technology ETF positions in Q1 2014 and 13 closed out, a net change of +20 holders.
  • The largest iShares US Technology ETF buyer in Q1 2014 was Ameriprise, an estimated $183M added.
  • The largest iShares US Technology ETF seller in Q1 2014 was Fidelity Investments, an estimated $8.65M sold.

Based on aggregated 13F filings for Q1 2014.