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iShares Expanded Tech Sector ETF
IGM

153 hedge funds and large institutions have $677M invested in iShares Expanded Tech Sector ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $659M → $677M (+$18.1M)

0% more funds holding

Funds holding: 153 → 153 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.96% less ownership

Funds ownership: 248.01% → 247.05% (-0.96%)

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
50
Reduced
38
Closed
15
Calls
$993K
Puts
–
Net Calls
+$993K
Net Calls Change
+$1.24M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.44M
2
SCP
Syntal Capital Partners
Texas
+$3.89M
3
CS
Credit Suisse
Switzerland
+$2.68M
4
Bank of America
Bank of America
North Carolina
+$2.06M
5
PS
Portfolio Strategies
New York
+$2.01M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$21.2M
2
Wells Fargo
Wells Fargo
California
-$3.28M
3
DWM
Destination Wealth Management
California
-$2M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.35M +$28K +792 +0.7%
SCP
27
Syntal Capital Partners
Texas
$3.95M +$3.89M +109,980 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.31M +$1.38M +39,144 +74%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.08M -$335K -9,468 -10%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$3.03M – – –
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M +$5.3K +150 +0.2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.9M +$2.54K +72 +0.1%
CS
33
Credit Suisse
Switzerland
$2.72M +$2.68M +75,774 New
COI
34
Capital One Investing
Virginia
$2.57M +$137K +3,888 +6%
AMG
35
Asset Management Group
Connecticut
$2.5M -$41.8K -1,182 -2%
BCM
36
Barometer Capital Management
Ontario, Canada
$2.26M -$403K -11,400 -15%
AFC
37
AFT Forsyth & Company
Florida
$2.23M +$36.5K +1,032 +2%
BUB
38
BBVA USA Bancshares
Texas
$2.16M -$32K -906 -1%
BTS
39
BB&T Securities
Virginia
$2.13M +$34.1K +966 +2%
APW
40
Acima Private Wealth
Virginia
$2.08M – – –
Jane Street
41
Jane Street
New York
$2.06M -$560K -15,852 -22%
PS
42
Portfolio Strategies
New York
$2.04M +$2.01M +56,796 New
Citigroup
43
Citigroup
New York
$1.95M -$186K -5,274 -9%
SC
44
Scotia Capital
Ontario, Canada
$1.82M +$148K +4,194 +9%
TW
45
Transform Wealth
Colorado
$1.81M -$11K -312 -0.6%
MIC
46
Meridian Investment Counsel
California
$1.52M – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.51M – – –
IWM
48
IHT Wealth Management
Illinois
$1.51M -$19.1K -540 -1%
AG
49
Advisor Group
Arizona
$1.5M +$321K +9,078 +28%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.48M +$124K +3,516 +9%
1
2
3 4 5

IGM Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2019, worth a combined $677M — up 2.7% from $659M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGM positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.44M. The largest seller was Deutsche Bank, cutting an estimated $21.2M.

  • 153 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $677M of iShares Expanded Tech Sector ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 19 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2019 and 15 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2019 was Goldman Sachs, an estimated $4.44M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2019 was Deutsche Bank, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2019.