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iShares US Technology ETF
IYW

Overview Fund Activity

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
Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
5.58%
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

1
Ameriprise
1
Ameriprise
Minnesota
$434M
2
BTS
2
BB&T Securities
Virginia
$186M
3
AssetMark Inc
3
AssetMark Inc
California
$114M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19M
2
BWM
2
Braver Wealth Management
Massachusetts
$1.98M
3
WA
3
WFG Advisors
Texas
$228K
4
CIM
4
Confluence Investment Management
Missouri
$8.16M
5
NYLIM
5
New York Life Investment Management
New York
$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Evercore Wealth Management
New York
$27K – – –
CFA
177
Camarda Financial Advisors
Florida
$27K +$27K +1,192 New
BPBT
178
Boston Private Bank & Trust
Massachusetts
$25K – – –
RFA
179
Reilly Financial Advisors
California
$25K +$461 +20 +2%
S
180
SignatureFD
Georgia
$25K +$6.48K +280 +35%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$22.8K +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 +$3K +120 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +84 New
BC
192
Bartlett & Co
Ohio
$2K +$2K +100 New
SCP
193
Syntal Capital Partners
Texas
$1.58K +$1.58K +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
– -$3.43M -154,912 Closed
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
– -$2.05M -92,680 Closed
IH
199
IFC Holdings
Florida
– -$1.71M -77,604 Closed
HTC
200
Haverford Trust Company
Pennsylvania
– -$834K -37,716 Closed
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