iShares Expanded Tech Sector ETF
IGM
153 hedge funds and large institutions have $659M invested in iShares Expanded Tech Sector ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $571M → $659M (+$87.8M)
6% more funds holding
Funds holding: 144 → 153 (+9)
6.53% less ownership
Funds ownership: 254.54% → 248.01% (-6.5%)
17% less call options, than puts
Call options by funds: $1.2M | Put options by funds: $1.44M
31% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HR
Howe & Rusling
Rochester,
New York
|
+$2.48M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.39M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.08M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.87M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.56M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.22M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.11M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$2.36M |
IGM Hedge Fund Activity: Q1 2019 in Review
153 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2019, worth a combined $659M — up 15% from $571M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IGM positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 51 trimmed.
The largest buyer was Howe & Rusling, opening a new position worth an estimated $2.48M. The largest seller was Morgan Stanley, cutting an estimated $13.2M.
- 153 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2019, up from 144 in Q4 2018.
- Funds reported $659M of iShares Expanded Tech Sector ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 21 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2019 and 11 closed out, a net change of +10 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q1 2019 was Howe & Rusling, an estimated $2.48M added.
- The largest iShares Expanded Tech Sector ETF seller in Q1 2019 was Morgan Stanley, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2019.