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iShares Expanded Tech Sector ETF
IGM

80 hedge funds and large institutions have $293M invested in iShares Expanded Tech Sector ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $269M → $293M (+$23.8M)

6.6% more ownership

Funds ownership: 225.29% → 231.89% (+6.6%)

5% more funds holding

Funds holding: 76 → 80 (+4)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$12.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$8.13M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.39M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.5M
5
TH
Timber Hill
Connecticut
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$5.5M
2
DWM
Destination Wealth Management
California
-$4.32M
3
BCI
Brinker Capital Investments
Pennsylvania
-$4.09M
4
Jane Street
Jane Street
New York
-$1.67M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$1.39M +$9.77K +600 +0.7%
AMG
27
Asset Management Group
Connecticut
$1.28M -$27.6K -1,698 -2%
LPL Financial
28
LPL Financial
California
$1.23M -$112K -6,876 -8%
SG Americas Securities
29
SG Americas Securities
New York
$1.19M -$5.5M -337,650 -82%
Deutsche Bank
30
Deutsche Bank
Germany
$1.18M -$2.44K -150 -0.2%
CA
31
Cetera Advisors
Colorado
$965K – – –
MIC
32
Meridian Investment Counsel
California
$944K – – –
TT
33
Tiedemann Trust
Delaware
$942K – – –
WB
34
Webster Bank
Connecticut
$894K – – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
$893K -$488 -30 -0.1%
NAMP
36
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$791K -$9.77K -600 -1%
BRWA
37
B. Riley Wealth Advisors
Florida
$664K -$662K -40,680 -50%
LCM
38
Lucas Capital Management
New Jersey
$628K -$2.93K -180 -0.5%
NFA
39
Nationwide Fund Advisors
Ohio
$562K +$264K +16,200 +89%
PWM
40
Perigon Wealth Management
California
$541K +$540K +33,162 New
FIM
41
Freedom Investment Management
Connecticut
$519K +$282K +17,340 +120%
PI
42
Placemark Investments
Illinois
$509K +$507K +31,122 New
RBC
43
Ronald Blue & Co
Georgia
$489K – – –
BCM
44
Beck Capital Management
Texas
$486K +$42.1K +2,586 +9%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$482K +$52K +3,192 +12%
M&T Bank
46
M&T Bank
New York
$404K +$403K +24,768 New
CS
47
Credit Suisse
Switzerland
$370K -$851K -52,260 -70%
ACM
48
Antonetti Capital Management
Florida
$356K – – –
CB
49
Commerce Bank
Missouri
$353K – – –
CHFS
50
Cobble Hill Financial Services
New Jersey
$343K -$195K -12,000 -36%
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IGM Hedge Fund Activity: Q3 2014 in Review

80 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2014, worth a combined $293M — up 8.9% from $269M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGM positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $12.2M. The largest seller was SG Americas Securities, cutting an estimated $5.5M.

  • 80 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2014, up from 76 in Q2 2014.
  • Funds reported $293M of iShares Expanded Tech Sector ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2014 and 7 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2014 was Lazard Asset Management, an estimated $12.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2014 was SG Americas Securities, an estimated $5.5M sold.

Based on aggregated 13F filings for Q3 2014.