iShares US Technology ETF
206 hedge funds and large institutions have $1.02B invested in iShares US Technology ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 77 reducing their positions, and 26 closing their positions.
177% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $1.46M
5% less funds holding
Funds holding: 217 → 206 (-11)
6.94% less ownership
Funds ownership: 181.31% → 174.37% (-6.9%)
10% less capital invested
Capital invested by funds: $1.13B → $1.02B (-$108M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
35% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 26
36% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$10M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.11M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Giralda Advisors
New York
|
-$29.5M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$28.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$25.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$14.2M |
| 5 |
Morgan Stanley
New York
|
-$12.3M |
IYW Hedge Fund Activity: Q2 2016 in Review
206 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2016, worth a combined $1.02B — down 9.5% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IYW and 17 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 49 added.
The largest buyer was Envestnet Asset Management, adding an estimated $10.3M. The largest seller was Giralda Advisors, exiting entirely with an estimated $29.5M sold.
- 206 institutional investors held iShares US Technology ETF (IYW) as of Q2 2016, down from 217 in Q1 2016.
- Funds reported $1.02B of iShares US Technology ETF stock for Q2 2016, down 9.5% quarter-over-quarter.
- 17 funds opened new iShares US Technology ETF positions in Q2 2016 and 26 closed out, a net change of -9 holders.
- The largest iShares US Technology ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $10.3M added.
- The largest iShares US Technology ETF seller in Q2 2016 was Giralda Advisors, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2016.