iShares US Technology ETF
208 hedge funds and large institutions have $1.08B invested in iShares US Technology ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 86 reducing their positions, and 32 closing their positions.
3,182% more call options, than puts
Call options by funds: $8.76M | Put options by funds: $267K
5.85% more ownership
Funds ownership: 173.55% → 179.4% (+5.8%)
10% less funds holding
Funds holding: 230 → 208 (-22)
18% less capital invested
Capital invested by funds: $1.32B → $1.08B (-$237M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
55% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 86
63% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8M |
| 2 |
Goldman Sachs
New York
|
+$7.64M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.47M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35.9M |
| 2 |
Morgan Stanley
New York
|
-$27.9M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$22.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
IYW Hedge Fund Activity: Q3 2015 in Review
208 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2015, worth a combined $1.08B — down 18% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IYW and 12 opened new positions — a net loss of 20 holders — while 86 trimmed existing stakes and 39 added.
The largest buyer was UBS Group, adding an estimated $8M. The largest seller was Envestnet Asset Management, cutting an estimated $35.9M.
- 208 institutional investors held iShares US Technology ETF (IYW) as of Q3 2015, down from 230 in Q2 2015.
- Funds reported $1.08B of iShares US Technology ETF stock for Q3 2015, down 18% quarter-over-quarter.
- 12 funds opened new iShares US Technology ETF positions in Q3 2015 and 32 closed out, a net change of -20 holders.
- The largest iShares US Technology ETF buyer in Q3 2015 was UBS Group, an estimated $8M added.
- The largest iShares US Technology ETF seller in Q3 2015 was Envestnet Asset Management, an estimated $35.9M sold.
Based on aggregated 13F filings for Q3 2015.