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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
PG
201
Patten Group
Tennessee
$172K -$28K -800 -15%
WA
202
WFG Advisors
Texas
$172K +$119K +3,392 +220%
HDIM
203
Hanson & Doremus Investment Management
Vermont
$161K -$9.82K -280 -6%
SG Americas Securities
204
SG Americas Securities
New York
$145K -$1.4M -39,808 -91%
CDIA
205
Capital Directions Investment Advisors
Georgia
$140K +$140K +4,000 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$127K +$20.1K +572 +19%
NFG
207
Next Financial Group
Texas
$116K +$15.8K +452 +16%
ASN
208
Advisory Services Network
Georgia
$115K +$6.59K +188 +6%
ADL
209
Asset Dedication LLC
California
$112K
DSC
210
Duncker Streett & Co
Missouri
$106K +$25.2K +720 +31%
IF
211
Ironwood Financial
Arizona
$93K
BWM
212
Baystate Wealth Management
Massachusetts
$87K
RFWA
213
RPg Family Wealth Advisory
Massachusetts
$84.5K -$12.6K -360 -13%
PCA
214
Peddock Capital Advisors
Massachusetts
$68K
AAC
215
Asset Advisors Corp
Georgia
$67K
MCM
216
MV Capital Management
Maryland
$62K
PWM
217
Perigon Wealth Management
California
$60K
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$58K -$80.5K -2,296 -58%
CTC
219
Central Trust Company
Missouri
$56K
CPA
220
Clear Perspective Advisors
Illinois
$56K +$17.5K +500 +45%
EA
221
Edge Advisors
Georgia
$48K
CG
222
Cutler Group
California
$44K -$36.3K -1,036 -45%
WB
223
Webster Bank
Connecticut
$39K
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
BAM
225
Barrett Asset Management
New York
$36K

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.