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iShares US Technology ETF

259 hedge funds and large institutions have $1.73B invested in iShares US Technology ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

54% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.93M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11.93% more ownership

Funds ownership: 198.06%209.99% (+12%)

6% more capital invested

Capital invested by funds: $1.63B → $1.73B (+$103M)

2% more funds holding

Funds holding: 253259 (+6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
22
Increased
92
Reduced
79
Closed
13
Calls
$10.7M
Puts
$6.93M
Net Calls
+$3.75M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$288M +$12.4M +353,508 +4%
Bank of America
2
Bank of America
North Carolina
$277M -$48.5M -1,383,592 -15%
PAG
3
Pinnacle Advisory Group
Maryland
$171M -$702K -20,036 -0.4%
UBS Group
4
UBS Group
Switzerland
$92M -$1.09M -31,024 -1%
Wells Fargo
5
Wells Fargo
California
$85.8M -$5.85M -166,932 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.5M +$58.7M +1,674,876 +533%
LPL Financial
7
LPL Financial
California
$46.4M +$6.19M +176,660 +15%
Goldman Sachs
8
Goldman Sachs
New York
$35.1M +$14.3M +408,052 +69%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$28.9M +$115K +3,284 +0.4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$27.5M +$181K +5,176 +0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.4M +$1.25M +35,520 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.9M +$3.55M +101,164 +15%
Ameriprise
13
Ameriprise
Minnesota
$26.4M +$4.04M +115,320 +18%
UCFA
14
United Capital Financial Advisors
Texas
$24.7M +$3M +85,612 +14%
Stifel Financial
15
Stifel Financial
Missouri
$20.6M +$6.23M +177,796 +43%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$17.7M +$4.3M +122,664 +32%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$16.9M -$13.5K -384 -0.1%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$15.7M -$140 -4 -0%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.9M -$52.2K -1,488 -0.3%
GC
20
Grimes & Company
Massachusetts
$14.4M +$1.27M +36,348 +10%
HCMNY
21
Howard Capital Management (New York)
New York
$13.9M +$244K +6,960 +2%
BlackRock
22
BlackRock
New York
$12.4M -$4.39M -125,080 -26%
CS
23
Credit Suisse
Switzerland
$12M +$12.1M +344,312 New
X
24
Xponance
Pennsylvania
$11.3M +$53.8M +1,535,680 +300%
SFI
25
SPC Financial Inc
Maryland
$11M +$137K +3,920 +1%

IYW Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2017, worth a combined $1.73B — up 6.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYW positions and 13 closed out — a net gain of 9 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $48.5M.

  • 259 institutional investors held iShares US Technology ETF (IYW) as of Q2 2017, up from 253 in Q1 2017.
  • Funds reported $1.73B of iShares US Technology ETF stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares US Technology ETF positions in Q2 2017 and 13 closed out, a net change of +9 holders.
  • The largest iShares US Technology ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $58.7M added.
  • The largest iShares US Technology ETF seller in Q2 2017 was Bank of America, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.