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iShares US Technology ETF
IYW

213 hedge funds and large institutions have $1.22B invested in iShares US Technology ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $2.48M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $1.08B → $1.22B (+$139M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

3% more funds holding

Funds holding: 206 → 213 (+7)

0.57% more ownership

Funds ownership: 179.35% → 179.92% (+0.57%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.59%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
29
Increased
72
Reduced
58
Closed
19
Calls
$5.02M
Puts
$2.48M
Net Calls
+$2.54M
Net Calls Change
-$5.96M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$34.3M
2
Bank of America
Bank of America
North Carolina
+$15.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$13.6M
5
UCFA
United Capital Financial Advisors
Texas
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$81.1M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$13.5M
3
Jane Street
Jane Street
New York
-$6.54M
4
MP
Manifold Partners
California
-$5.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
176
Duncker Streett & Co
Missouri
$62K – – –
WEC
177
Winslow Evans & Crocker
Massachusetts
$53.5K – – –
MCM
178
MV Capital Management
Maryland
$48K – – –
QCG
179
Quadrant Capital Group
Ohio
$47K +$47.9K +1,776 New
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$43K -$43.1K -1,600 -50%
ACM
181
Argentus Capital Management
Texas
$36K -$6.25K -232 -15%
PSI
182
Pinnacle Summer Investments
Virginia
$32K – – –
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$35.6K -1,320 -55%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$29K +$18K +668 +167%
BAM
185
Barrett Asset Management
New York
$28K – – –
WRM
186
Westport Resources Management
Connecticut
$27K – – –
FWM
187
Focused Wealth Management
New York
$26K +$3.23K +120 +14%
BCFS
188
Butensky & Cohen Financial Security
Florida
$25K – – –
MFT
189
Moisand Fitzgerald Tamayo
Florida
$24K +$24.6K +912 New
BKA
190
Brick & Kyle Associates
Pennsylvania
$21K – – –
EWM
191
Evercore Wealth Management
New York
$21K – – –
M
192
MOTCO
Texas
$21K – – –
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$21K – – –
RBC
194
Roble Belko & Company
Pennsylvania
$17K – – –
FNBT
195
FineMark National Bank & Trust
Florida
$16K – – –
OSNBOA
196
Old Second National Bank of Aurora
Illinois
$16K – – –
DBT
197
Dubuque Bank & Trust
Iowa
$15K – – –
IWMPD
198
Integrated Wealth Management (Palm Desert)
California
$15K – – –
MWP
199
MYCIO Wealth Partners
Pennsylvania
$15K – – –
BWA
200
Burt Wealth Advisors
Maryland
$14K – – –
6 7
8
9 10

IYW Hedge Fund Activity: Q4 2015 in Review

213 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2015, worth a combined $1.22B — up 13% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYW positions and 19 closed out — a net gain of 10 holders — while 72 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $34.3M. The largest seller was Goldman Sachs, cutting an estimated $81.1M.

  • 213 institutional investors held iShares US Technology ETF (IYW) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $1.22B of iShares US Technology ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 29 funds opened new iShares US Technology ETF positions in Q4 2015 and 19 closed out, a net change of +10 holders.
  • The largest iShares US Technology ETF buyer in Q4 2015 was LPL Financial, an estimated $34.3M added.
  • The largest iShares US Technology ETF seller in Q4 2015 was Goldman Sachs, an estimated $81.1M sold.

Based on aggregated 13F filings for Q4 2015.