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iShares Expanded Tech Sector ETF
IGM

83 hedge funds and large institutions have $289M invested in iShares Expanded Tech Sector ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more funds holding

Funds holding: 75 → 83 (+8)

10% more capital invested

Capital invested by funds: $262M → $289M (+$27.2M)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

6% less ownership

Funds ownership: 253.62% → 247.62% (-6%)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
14
Increased
23
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$14.3M
2
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
+$2.78M
3
Bank of America
Bank of America
North Carolina
+$2.37M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.75M
5
MC
Mathes Company
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$14.1M
2
Citigroup
Citigroup
New York
-$4.16M
3
BG
BlackRock Group
United Kingdom
-$3.66M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.53M
5
DS
DRW Securities
Illinois
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WESPAC Advisors
California
$2.02M +$426K +30,372 +29%
Mariner
27
Mariner
Kansas
$1.83M +$13.2K +942 +0.8%
MC
28
Mathes Company
New York
$1.66M +$1.56M +111,270 New
AIG
29
American International Group
New York
$1.32M – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.28M -$1.28M -91,362 -52%
LPL Financial
31
LPL Financial
California
$1.24M +$19.2K +1,368 +2%
Citigroup
32
Citigroup
New York
$1.22M -$4.16M -296,778 -78%
AMG
33
Asset Management Group
Connecticut
$1.21M +$4.96K +354 +0.4%
Deutsche Bank
34
Deutsche Bank
Germany
$1.09M -$37K -2,640 -4%
MIC
35
Meridian Investment Counsel
California
$871K +$818K +58,350 New
WB
36
Webster Bank
Connecticut
$842K -$98.8K -7,050 -11%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$819K -$9.84K -702 -1%
IFS
38
Ifrah Financial Services
Arkansas
$805K +$756K +53,892 New
NAMP
39
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$751K -$8.41K -600 -1%
CA
40
Cetera Advisors
Colorado
$733K -$16K -1,140 -2%
TT
41
Tiedemann Trust
Delaware
$647K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$607K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$559K +$60.6K +4,320 +13%
SFSIG
44
San Francisco Sentry Investment Group
California
$453K +$33.6K +2,400 +9%
RBC
45
Ronald Blue & Co
Georgia
$447K – – –
CS
46
Credit Suisse
Switzerland
$423K +$397K +28,320 New
ACM
47
Antonetti Capital Management
Florida
$422K – – –
CHFS
48
Cobble Hill Financial Services
New Jersey
$403K – – –
LCM
49
Lucas Capital Management
New Jersey
$402K +$12.7K +906 +3%
SG
50
Somerset Group
Minnesota
$358K – – –
1
2
3 4

IGM Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2013, worth a combined $289M — up 10% from $262M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGM positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $14.3M. The largest seller was Lazard Asset Management, cutting an estimated $14.1M.

  • 83 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2013, up from 75 in Q3 2013.
  • Funds reported $289M of iShares Expanded Tech Sector ETF stock for Q4 2013, up 10% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2013 and 4 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2013 was SG Americas Securities, an estimated $14.3M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2013 was Lazard Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2013.