iShares Expanded Tech Sector ETF
241 hedge funds and large institutions have $1.4B invested in iShares Expanded Tech Sector ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 20 closing their positions.
10,929% more call options, than puts
Call options by funds: $23.9M | Put options by funds: $217K
0% more capital invested
Capital invested by funds: $1.39B → $1.4B (+$6.7M)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
0% less funds holding
Funds holding: 242 → 241 (-1)
2.18% less ownership
Funds ownership: 262.76% → 260.57% (-2.2%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
28% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.89M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.2M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.24M |
| 5 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.9M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$11.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$5.32M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
-$4.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
251
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$259K | -4,434 | Closed |
|
|
RJT
252
Raymond James Trust
St. Petersburg,
Florida
| – | -$233K | -4,002 | Closed |
|
253
Simplex Trading
Chicago,
Illinois
| – | -$60K | -1,044 | Closed |
|
|
FFG
254
Fortem Financial Group
Palm Desert,
California
| – | -$35K | -600 | Closed |
|
|
FCH
255
Freestone Capital Holdings
Seattle,
Washington
| – | -$35K | -600 | Closed |
|
|
BBHC
256
Brown Brothers Harriman & Co
New York
| – | -$27K | -468 | Closed |
|
|
ICP
257
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$20K | -354 | Closed |
|
|
IA
258
Inspire Advisors
Meridian,
Idaho
| – | -$15K | -264 | Closed |
|
|
ADL
259
Asset Dedication LLC
San Francisco,
California
| – | -$14K | -234 | Closed |
|
|
VCG
260
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$11K | -204 | Closed |
|
|
TWA
261
TCI Wealth Advisors
Tucson,
Arizona
| – | -$11K | -192 | Closed |
|
|
GRP
262
Global Retirement Partners
San Rafael,
California
| – | -$7K | -120 | Closed |
|
IGM Hedge Fund Activity: Q1 2021 in Review
241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2021, worth a combined $1.4B — up 0.48% from $1.39B a quarter earlier.
Fund positioning in IGM was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 83 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $8.89M. The largest seller was Wells Fargo, cutting an estimated $15.1M.
- 241 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2021, down from 242 in Q4 2020.
- Funds reported $1.4B of iShares Expanded Tech Sector ETF stock for Q1 2021, up 0.48% quarter-over-quarter.
- 20 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2021 and 20 closed out, a net change of 0 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $8.89M added.
- The largest iShares Expanded Tech Sector ETF seller in Q1 2021 was Wells Fargo, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2021.