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iShares Expanded Tech Sector ETF
IGM

101 hedge funds and large institutions have $440M invested in iShares Expanded Tech Sector ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 98 → 101 (+3)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% less capital invested

Capital invested by funds: $442M → $440M (-$1.98M)

10.26% less ownership

Funds ownership: 273.7% → 263.44% (-10%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
34
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.06M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.26M
5
Bank of America
Bank of America
North Carolina
+$2.12M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$10.3M
3
MYLI
Meiji Yasuda Life Insurance
Japan
-$5.93M
4
Jane Street
Jane Street
New York
-$4.56M
5
CS
Credit Suisse
Switzerland
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.87M +$1.28M +62,028 +216%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.61M -$1.69M -82,350 -51%
AMG
28
Asset Management Group
Connecticut
$1.6M +$6.05K +294 +0.4%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.55M – – –
Mariner
30
Mariner
Kansas
$1.48M -$678K -32,970 -32%
FIM
31
Freedom Investment Management
Connecticut
$1.45M +$204K +9,924 +16%
SG Americas Securities
32
SG Americas Securities
New York
$1.31M -$388K -18,876 -23%
CA
33
Cetera Advisors
Colorado
$1.18M +$12.5K +606 +1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.16M -$2.47K -120 -0.2%
RJA
35
Raymond James & Associates
Florida
$1.13M +$291K +14,124 +35%
Citadel Advisors
36
Citadel Advisors
Florida
$1M -$1.07M -52,020 -52%
MIC
37
Meridian Investment Counsel
California
$941K – – –
LCM
38
Lucas Capital Management
New Jersey
$925K -$1.48K -72 -0.2%
BCM
39
Beck Capital Management
Texas
$924K +$22.2K +1,080 +2%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$892K -$263K -12,780 -23%
VKH
41
Virtu KCG Holdings
New York
$889K +$380K +18,462 +75%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$871K -$10.6K -516 -1%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$846K +$494K +24,018 +141%
WB
44
Webster Bank
Connecticut
$844K -$24.7K -1,200 -3%
BTS
45
BB&T Securities
Virginia
$837K – – –
GWM
46
Geneos Wealth Management
Colorado
$757K +$3.58K +174 +0.5%
FTS
47
Fifth Third Securities
Ohio
$752K +$750K +36,474 New
JP Morgan Chase
48
JP Morgan Chase
New York
$582K -$3.21K -156 -0.5%
FAAS
49
First Allied Advisory Services
California
$563K +$74.7K +3,630 +15%
TW
50
Transform Wealth
Colorado
$492K +$32.3K +1,572 +7%
1
2
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IGM Hedge Fund Activity: Q4 2016 in Review

101 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2016, worth a combined $440M — down 0.45% from $442M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGM positions and 10 closed out — a net gain of 4 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.9M. The largest seller was Bank of Montreal, cutting an estimated $14.3M.

  • 101 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $440M of iShares Expanded Tech Sector ETF stock for Q4 2016, down 0.45% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2016 and 10 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2016 was Goldman Sachs, an estimated $11.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2016 was Bank of Montreal, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2016.