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iShares US Technology ETF

253 hedge funds and large institutions have $1.63B invested in iShares US Technology ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $1.04M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $1.49B → $1.63B (+$139M)

2% more funds holding

Funds holding: 247253 (+6)

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

3.9% less ownership

Funds ownership: 201.96%198.06% (-3.9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
6.3%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
33
Increased
78
Reduced
77
Closed
22
Calls
$4.65M
Puts
$1.04M
Net Calls
+$3.61M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$315M +$5.8M +178,668 +2%
Morgan Stanley
2
Morgan Stanley
New York
$266M +$10.6M +328,008 +4%
PAG
3
Pinnacle Advisory Group
Maryland
$166M +$4.65M +143,124 +3%
UBS Group
4
UBS Group
Switzerland
$90M -$377K -11,616 -0.4%
Wells Fargo
5
Wells Fargo
California
$88.6M +$7.85M +241,912 +10%
LPL Financial
6
LPL Financial
California
$38.8M +$6.07M +186,888 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.8M +$2.09M +64,488 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$26.4M -$1.16M -35,644 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.3M -$470K -14,492 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.6M -$10.5M -324,704 -33%
Ameriprise
11
Ameriprise
Minnesota
$21.6M -$54.9M -1,692,632 -73%
UCFA
12
United Capital Financial Advisors
Texas
$21M -$2.96M -91,100 -13%
Goldman Sachs
13
Goldman Sachs
New York
$20.1M +$2.63M +81,116 +16%
X
14
Xponance
Pennsylvania
$17.3M +$16.6M +511,608 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$16.4M +$233K +7,188 +2%
BlackRock
16
BlackRock
New York
$16.3M +$15.5M +478,508 +16,684%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$15.2M +$14.6M +448,508 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$14.7M -$683K -21,040 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.4M -$77.1K -2,376 -0.6%
Stifel Financial
20
Stifel Financial
Missouri
$13.9M +$1.28M +39,564 +11%
HCMNY
21
Howard Capital Management (New York)
New York
$13.2M -$1.87M -57,616 -13%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$12.9M -$477K -14,708 -4%
GC
23
Grimes & Company
Massachusetts
$12.7M +$2.15M +66,128 +21%
RWP
24
RWA Wealth Partners
Massachusetts
$11M +$10.5M +324,464 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M -$47.2M -1,453,956 -82%

IYW Hedge Fund Activity: Q1 2017 in Review

253 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q1 2017, worth a combined $1.63B — up 9.3% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYW positions and 22 closed out — a net gain of 11 holders — while 78 added to existing stakes and 77 trimmed.

The largest buyer was Xponance, opening a new position worth an estimated $16.6M. The largest seller was Ameriprise, cutting an estimated $54.9M.

  • 253 institutional investors held iShares US Technology ETF (IYW) as of Q1 2017, up from 247 in Q4 2016.
  • Funds reported $1.63B of iShares US Technology ETF stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 33 funds opened new iShares US Technology ETF positions in Q1 2017 and 22 closed out, a net change of +11 holders.
  • The largest iShares US Technology ETF buyer in Q1 2017 was Xponance, an estimated $16.6M added.
  • The largest iShares US Technology ETF seller in Q1 2017 was Ameriprise, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2017.