iShares US Technology ETF
248 hedge funds and large institutions have $1.49B invested in iShares US Technology ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 91 reducing their positions, and 23 closing their positions.
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more capital invested
Capital invested by funds: $1.31B → $1.49B (+$175M)
12.98% more ownership
Funds ownership: 188.98% → 201.96% (+13%)
6% more funds holding
Funds holding: 233 → 248 (+15)
36% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 91
59% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $2.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.8M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$52.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 4 |
Morgan Stanley
New York
|
+$26M |
| 5 |
JSAM
J. Safra Asset Management
New York
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.58M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.85M |
| 3 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$7.07M |
| 4 |
Jane Street
New York
|
-$5.29M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.04M |
IYW Hedge Fund Activity: Q4 2016 in Review
248 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q4 2016, worth a combined $1.49B — up 13% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IYW positions and 23 closed out — a net gain of 18 holders — while 58 added to existing stakes and 91 trimmed.
The largest buyer was Ameriprise, adding an estimated $54.8M. The largest seller was LPL Financial, cutting an estimated $8.58M.
- 248 institutional investors held iShares US Technology ETF (IYW) as of Q4 2016, up from 233 in Q3 2016.
- Funds reported $1.49B of iShares US Technology ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 41 funds opened new iShares US Technology ETF positions in Q4 2016 and 23 closed out, a net change of +18 holders.
- The largest iShares US Technology ETF buyer in Q4 2016 was Ameriprise, an estimated $54.8M added.
- The largest iShares US Technology ETF seller in Q4 2016 was LPL Financial, an estimated $8.58M sold.
Based on aggregated 13F filings for Q4 2016.