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iShares US Technology ETF
IYW

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.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

4% more funds holding

Funds holding: 143 → 149 (+6)

2.55% more ownership

Funds ownership: 198.31% → 200.87% (+2.6%)

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
Ameriprise
Minnesota
+$57.9M
2
NA
Navellier & Associates
Nevada
+$34.2M
3
Goldman Sachs
Goldman Sachs
New York
+$29.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$19.4M
5
PI
Placemark Investments
Illinois
+$14.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.6M
2
SFM
Signature Financial Management
Virginia
-$15.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
4
WA
Whitebox Advisors
Minnesota
-$10.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$178M +$57.9M +2,979,560 +49%
Bank of America
2
Bank of America
North Carolina
$159M +$1.4M +72,312 +0.9%
BTS
3
BB&T Securities
Virginia
$95.5M +$1.38M +70,944 +17%
Morgan Stanley
4
Morgan Stanley
New York
$87.2M +$2.38M +122,364 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.4M +$3.63M +187,120 +5%
UCFA
6
United Capital Financial Advisors
Texas
$52.8M +$5.42M +279,256 +12%
U
7
UBS
Switzerland
$49.9M +$7.24M +372,548 +17%
AssetMark Inc
8
AssetMark Inc
California
$47.9M +$47.2M +2,429,996 New
NA
9
Navellier & Associates
Nevada
$43.9M +$34.2M +1,759,356 +376%
PI
10
Placemark Investments
Illinois
$41.5M +$14.1M +724,252 +52%
Wells Fargo
11
Wells Fargo
California
$39.6M +$776K +39,924 +2%
BFA
12
Beaumont Financial Advisors
Massachusetts
$38.1M +$19.4M +1,000,956 +107%
GA
13
Giralda Advisors
New York
$35M +$34.5M +1,776,800 New
Goldman Sachs
14
Goldman Sachs
New York
$30.9M +$29.4M +1,512,240 +2,681%
TFA
15
Transamerica Financial Advisors
Florida
$26.3M +$8.26M +425,300 +47%
FSIM
16
F-Squared Investment Management
Massachusetts
$22.9M +$3.02M +155,540 +15%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$17.9M +$126K +6,476 +0.7%
CP
18
Cinque Partners
California
$17.5M +$327K +16,856 +2%
LPL Financial
19
LPL Financial
California
$16.9M -$577K -29,728 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$16.4M -$4.61M -237,520 -22%
CIM
21
Confluence Investment Management
Missouri
$15.5M +$3.85M +198,012 +34%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$14.2M +$7.82M +402,680 +126%
AI
23
Atria Investments
North Carolina
$14.2M +$2.35M +120,856 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M -$3.18M -163,944 -19%
SAM
25
Shamrock Asset Management
Texas
$12.4M -$1.13M -58,152 -8%
1
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IYW Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2013, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IYW positions and 10 closed out — a net gain of 7 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $57.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.6M sold.

  • 149 institutional investors held iShares US Technology ETF (IYW) as of Q3 2013, up from 143 in Q2 2013.
  • Funds reported $1.37B of iShares US Technology ETF stock for Q3 2013, up 36% quarter-over-quarter.
  • 17 funds opened new iShares US Technology ETF positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest iShares US Technology ETF buyer in Q3 2013 was Ameriprise, an estimated $57.9M added.
  • The largest iShares US Technology ETF seller in Q3 2013 was Fidelity Investments, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2013.