iShares US Technology ETF
237 hedge funds and large institutions have $1.45B invested in iShares US Technology ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 96 reducing their positions, and 33 closing their positions.
36% more call options, than puts
Call options by funds: $399K | Put options by funds: $294K
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
2% less funds holding
Funds holding: 242 → 237 (-5)
19.84% less ownership
Funds ownership: 212.38% → 192.53% (-20%)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
46% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 96
49% less capital invested
Capital invested by funds: $2.85B → $1.45B (-$1.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.5M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$10.5M |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$10.5M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$7.65M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$570M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$164M |
| 3 |
AssetMark Inc
Concord,
California
|
-$92M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$87.3M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$34.6M |
IYW Hedge Fund Activity: Q1 2015 in Review
237 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2015, worth a combined $1.45B — down 49% from $2.85B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IYW and 30 opened new positions — a net loss of 3 holders — while 96 trimmed existing stakes and 52 added.
The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was Ameriprise, cutting an estimated $570M.
- 237 institutional investors held iShares US Technology ETF (IYW) as of Q1 2015, down from 242 in Q4 2014.
- Funds reported $1.45B of iShares US Technology ETF stock for Q1 2015, down 49% quarter-over-quarter.
- 30 funds opened new iShares US Technology ETF positions in Q1 2015 and 33 closed out, a net change of -3 holders.
- The largest iShares US Technology ETF buyer in Q1 2015 was Morgan Stanley, an estimated $25.5M added.
- The largest iShares US Technology ETF seller in Q1 2015 was Ameriprise, an estimated $570M sold.
Based on aggregated 13F filings for Q1 2015.