iShares US Technology ETF
233 hedge funds and large institutions have $1.31B invested in iShares US Technology ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 8 closing their positions.
363% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 8
37% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $4.1M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
29% more capital invested
Capital invested by funds: $1.02B → $1.31B (+$295M)
14.61% more ownership
Funds ownership: 174.37% → 188.98% (+15%)
13% more funds holding
Funds holding: 206 → 233 (+27)
12% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$48.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.1M |
| 2 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$13.2M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.07M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.96M |
| 5 |
UAS
United Asset Strategies
Garden City,
New York
|
-$5.24M |
IYW Hedge Fund Activity: Q3 2016 in Review
233 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q3 2016, worth a combined $1.31B — up 29% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYW positions and 8 closed out — a net gain of 29 holders — while 59 added to existing stakes and 67 trimmed.
The largest buyer was Pinnacle Advisory Group, adding an estimated $48.5M. The largest seller was Ameriprise, cutting an estimated $38.1M.
- 233 institutional investors held iShares US Technology ETF (IYW) as of Q3 2016, up from 206 in Q2 2016.
- Funds reported $1.31B of iShares US Technology ETF stock for Q3 2016, up 29% quarter-over-quarter.
- 37 funds opened new iShares US Technology ETF positions in Q3 2016 and 8 closed out, a net change of +29 holders.
- The largest iShares US Technology ETF buyer in Q3 2016 was Pinnacle Advisory Group, an estimated $48.5M added.
- The largest iShares US Technology ETF seller in Q3 2016 was Ameriprise, an estimated $38.1M sold.
Based on aggregated 13F filings for Q3 2016.