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iShares US Technology ETF
IYW

Overview Fund Activity

241 hedge funds and large institutions have $2.94B invested in iShares US Technology ETF in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+30
Holders Change %
+14.22%
% of All Funds
6.43%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
47
Increased
84
Reduced
66
Closed
14
Calls
$564K
Puts
$1.26M
Net Calls
-$699K
Net Calls Change
-$2.84M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$768M
2
PAG
2
Pinnacle Advisory Group
Maryland
$89.4M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$164M
4
Morgan Stanley
4
Morgan Stanley
New York
$176M
5
BA
5
BlackRock Advisors
Delaware
$162M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
CM
2
Churchill Management
California
$0
3
DWA
3
Dorsey Wright & Associates
California
$0
4
NCM
4
Niemann Capital Management
Nevada
$4.53M
5
HP
5
HT Partners
Connecticut
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
LBA Wealth Management
Florida
$269K -$20.9K -800 -7%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$261K +$240K +9,200 +1,150%
KIA
178
KCM Investment Advisors
California
$252K +$252K +9,640 New
Millennium Management
179
Millennium Management
New York
$251K -$114K -4,360 -31%
SC
180
Savant Capital
Illinois
$248K -$61.5K -2,360 -20%
AAS
181
Annex Advisory Services
Wisconsin
$245K – – –
CPA
182
Capital Planning Advisors
California
$245K +$245K +9,368 New
ICAS
183
Investors Capital Advisory Services
Massachusetts
$243K -$2.08K -80 -0.8%
EWA
184
Exencial Wealth Advisors
Oklahoma
$241K – – –
HCM
185
Hollencrest Capital Management
California
$240K -$52.2K -2,000 -18%
MM
186
Meridian Management
Arkansas
$240K – – –
PIA
187
Peachtree Investment Advisors
Georgia
$239K +$146K +5,600 +158%
VIA
188
Vantage Investment Advisors
Pennsylvania
$236K – – –
SI
189
SII Investments
Wisconsin
$229K -$45.6K -1,768 -17%
CC
190
Courier Capital
New York
$229K – – –
JPTCCM
191
J.P. Turner & Co Capital Management
Georgia
$228K +$228K +8,860 New
RMAM
192
Raab & Moskowitz Asset Management
New Jersey
$222K +$4.27K +164 +2%
SWP
193
Stratos Wealth Partners
Ohio
$221K +$221K +8,476 New
RBC
194
Ronald Blue & Co
Georgia
$213K – – –
FCCM
195
First City Capital Management
Georgia
$209K -$168K -6,420 -45%
CFA
196
Carroll Financial Associates
North Carolina
$174K -$71.9K -2,800 -29%
PG
197
Patten Group
Tennessee
$172K +$172K +6,600 New
CIA
198
Choate Investment Advisors
Massachusetts
$157K +$157K +6,000 New
NFG
199
Next Financial Group
Texas
$135K -$168K -6,444 -55%
KTC
200
Kistler-Tiffany Companies
Pennsylvania
$107K +$314 +12 +0.3%
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8
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