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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$322K +$46.4K +1,324 +17%
MM
177
Meridian Management
Arkansas
$321K
HVIA
178
Hudson Valley Investment Advisors
New York
$311K
GRP
179
Global Retirement Partners
California
$309K +$67.2K +1,916 +28%
RPA
180
Rock Point Advisors
Vermont
$301K +$302K +8,616 New
WIM
181
Westside Investment Management
California
$291K -$44.9K -1,280 -13%
VIA
182
Vantage Investment Advisors
Pennsylvania
$284K -$32.3K -920 -10%
TA
183
Tiedemann Advisors
New York
$279K +$280K +8,000 New
CIA
184
Choate Investment Advisors
Massachusetts
$272K
GT
185
Glenview Trust
Kentucky
$270K
UAS
186
United Asset Strategies
New York
$266K +$87.7K +2,500 +8%
PP
187
Palladium Partners
Virginia
$265K
HFS
188
HL Financial Services
Kentucky
$259K
DADC
189
D.A. Davidson & Co
Montana
$253K +$9.12K +260 +4%
AAS
190
Annex Advisory Services
Wisconsin
$249K -$11.1K -316 -4%
WB
191
WesBanco Bank
West Virginia
$244K +$10.2K +292 +4%
DC
192
Davenport & Co
Virginia
$232K +$233K +6,644 New
JWBC
193
J.W. Burns & Co
New York
$228K
PBO
194
Peoples Bank (Ohio)
Ohio
$217K -$29.5K -840 -12%
SPIA
195
Steward Partners Investment Advisory
New York
$216K +$14.2K +404 +7%
VWA
196
V Wealth Advisors
Kansas
$210K +$280 +8 +0.1%
CC
197
Courier Capital
New York
$209K
SI
198
SII Investments
Wisconsin
$202K -$87.7K -2,500 -30%
Brown Advisory
199
Brown Advisory
Maryland
$200K +$201K +5,728 New
BWA
200
BDO Wealth Advisors
Florida
$177K +$177K +5,060 New

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.