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iShares US Technology ETF
IYW

Overview Fund Activity

201 hedge funds and large institutions have $2.45B invested in iShares US Technology ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
5.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
22
Increased
51
Reduced
84
Closed
13
Calls
$717K
Puts
–
Net Calls
+$717K
Net Calls Change
-$1.71M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$167M
2
BA
BlackRock Advisors
Delaware
$119M
3
BIM
BlackRock Investment Management
Delaware
$75.2M
4
PAG
Pinnacle Advisory Group
Maryland
$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$78.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$521M
2
BTS
BB&T Securities
Virginia
$93.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.7M
4
UCFA
United Capital Financial Advisors
Texas
$42.2M
5
FSIM
F-Squared Investment Management
Massachusetts
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
176
Capital Directions Investment Advisors
Georgia
$56K +$56K +2,324 New
CFA
177
Camarda Financial Advisors
Florida
$41K +$12.2K +504 +42%
WRM
178
Westport Resources Management
Connecticut
$34K -$5.63K -232 -14%
AP
179
Advisors Preferred
Maryland
$32.3K -$679K -28,048 -95%
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K -$187K -7,720 -85%
BAM
181
Barrett Asset Management
New York
$31K – – –
CG
182
Colony Group
Massachusetts
$30K -$1.06K -44 -3%
EWM
183
Evercore Wealth Management
New York
$30K – – –
RFA
184
Reilly Financial Advisors
California
$27K – – –
BPBT
185
Boston Private Bank & Trust
Massachusetts
$27K – – –
S
186
SignatureFD
Georgia
$26K – – –
PAS
187
Partnervest Advisory Services
California
$20K – – –
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$19K – – –
OSNBOA
189
Old Second National Bank of Aurora
Illinois
$15K – – –
FNBT
190
FineMark National Bank & Trust
Florida
$15K – – –
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$14.5K -$9.69K -400 -40%
TWA
192
TCI Wealth Advisors
Arizona
$14K +$14K +580 New
MWP
193
MYCIO Wealth Partners
Pennsylvania
$13K – – –
OIA
194
Optimum Investment Advisors
Illinois
$13K +$13K +552 New
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
FWM
196
Focused Wealth Management
New York
$11K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$10K -$35K -1,400 -78%
PSUF
198
People's United Financial
Connecticut
$10K – – –
CTC
199
Central Trust Company
Missouri
$10K +$10K +400 New
HFM
200
Hartford Financial Management
Connecticut
$8K – – –
5 6 7
8
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