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iShares US Technology ETF
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Overview Fund Activity

149 hedge funds and large institutions have $1.37B invested in iShares US Technology ETF in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
17
Increased
63
Reduced
39
Closed
10
Calls
$741K
Puts
–
Net Calls
+$741K
Net Calls Change
+$741K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
AssetMark Inc
2
AssetMark Inc
California
$47.9M
3
GA
3
Giralda Advisors
New York
$35M
4
NA
4
Navellier & Associates
Nevada
$43.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
SFM
2
Signature Financial Management
Virginia
$4.35M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WA
4
Whitebox Advisors
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$178M 2,254,955 +744,890 +49%
Bank of America
2
Bank of America
North Carolina
$159M 2,017,461 +18,078 +0.9%
BTS
3
BB&T Securities
Virginia
$95.5M 121,246 +17,736 +17%
Morgan Stanley
4
Morgan Stanley
New York
$87.2M 1,106,408 +30,591 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.4M 931,673 +46,780 +5%
UCFA
6
United Capital Financial Advisors
Texas
$52.8M 670,510 +69,814 +12%
U
7
UBS
Switzerland
$49.9M 632,870 +93,137 +17%
AssetMark Inc
8
AssetMark Inc
California
$47.9M 607,499 +607,499 New
NA
9
Navellier & Associates
Nevada
$43.9M 556,841 +439,839 +376%
PI
10
Placemark Investments
Illinois
$41.5M 527,039 +181,063 +52%
Wells Fargo
11
Wells Fargo
California
$39.6M 502,151 +9,981 +2%
BFA
12
Beaumont Financial Advisors
Massachusetts
$38.1M 483,733 +250,239 +107%
GA
13
Giralda Advisors
New York
$35M 444,200 +444,200 New
Goldman Sachs
14
Goldman Sachs
New York
$30.9M 392,161 +378,060 +2,681%
TFA
15
Transamerica Financial Advisors
Florida
$26.3M 333,457 +106,325 +47%
FSIM
16
F-Squared Investment Management
Massachusetts
$22.9M 290,331 +38,885 +15%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$17.9M 226,836 +1,619 +0.7%
CP
18
Cinque Partners
California
$17.5M 221,940 +4,214 +2%
LPL Financial
19
LPL Financial
California
$16.9M 211,375 -7,432 -3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$16.4M 208,572 -59,380 -22%
CIM
21
Confluence Investment Management
Missouri
$15.5M 196,686 +49,503 +34%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$14.2M 180,673 +100,670 +126%
AI
23
Atria Investments
North Carolina
$14.2M 180,648 +30,214 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M 175,676 -40,986 -19%
SAM
25
Shamrock Asset Management
Texas
$12.4M 157,916 -14,538 -8%
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