iShares Expanded Tech Sector ETF
91 hedge funds and large institutions have $304M invested in iShares Expanded Tech Sector ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 5 closing their positions.
18.19% more ownership
Funds ownership: 218.31% → 236.5% (+18%)
9% more capital invested
Capital invested by funds: $280M → $304M (+$24.1M)
0% more funds holding
Funds holding: 91 → 91 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.1M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$8.5M |
| 3 |
Lazard Asset Management
New York
|
+$5.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.11M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.03M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.69M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.48M |
| 4 |
SG Americas Securities
New York
|
-$2.15M |
| 5 |
Jane Street
New York
|
-$1.65M |
IGM Hedge Fund Activity: Q2 2015 in Review
91 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2015, worth a combined $304M — up 8.6% from $280M a quarter earlier.
Fund positioning in IGM was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.1M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $5.03M sold.
- 91 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $304M of iShares Expanded Tech Sector ETF stock for Q2 2015, up 8.6% quarter-over-quarter.
- 5 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2015 and 5 closed out, a net change of 0 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q2 2015 was Morgan Stanley, an estimated $21.1M added.
- The largest iShares Expanded Tech Sector ETF seller in Q2 2015 was SPC Financial Inc, an estimated $5.03M sold.
Based on aggregated 13F filings for Q2 2015.