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iShares Expanded Tech Sector ETF
IGM

157 hedge funds and large institutions have $704M invested in iShares Expanded Tech Sector ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8.13% more ownership

Funds ownership: 247.05% → 255.18% (+8.1%)

3% more funds holding

Funds holding: 153 → 157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
39
Reduced
42
Closed
13
Calls
$826K
Puts
–
Net Calls
+$826K
Net Calls Change
-$167K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$13.9M
2
SEIA
Signature Estate & Investment Advisors
California
+$13.8M
3
Jane Street
Jane Street
New York
+$8.31M
4
Goldman Sachs
Goldman Sachs
New York
+$3.63M
5
LPL Financial
LPL Financial
California
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$10.9M
2
Bank of America
Bank of America
North Carolina
-$5.08M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.36M
4
BCM
Barometer Capital Management
Ontario, Canada
-$2.26M
5
FTS
Fifth Third Securities
Ohio
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Syntal Capital Partners
Texas
$3.98M -$1.1K -30 -0%
JP Morgan Chase
27
JP Morgan Chase
New York
$3.77M -$628K -17,178 -14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.47M +$149K +4,062 +4%
Lazard Asset Management
29
Lazard Asset Management
New York
$3.2M -$2.36M -64,410 -42%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$3.14M – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.07M -$26.5K -726 -0.8%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3M -$34K -930 -1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.81M -$102K -2,790 -3%
COI
34
Capital One Investing
Virginia
$2.62M +$25.2K +690 +1%
Deutsche Bank
35
Deutsche Bank
Germany
$2.47M -$10.9M -297,588 -81%
AMG
36
Asset Management Group
Connecticut
$2.46M -$50.9K -1,392 -2%
AFC
37
AFT Forsyth & Company
Florida
$2.19M -$50.5K -1,380 -2%
APW
38
Acima Private Wealth
Virginia
$2.09M – – –
BUB
39
BBVA USA Bancshares
Texas
$2.08M -$90.8K -2,484 -4%
SC
40
Scotia Capital
Ontario, Canada
$2.04M +$209K +5,706 +11%
PS
41
Portfolio Strategies
New York
$2.02M -$25.5K -696 -1%
BTS
42
BB&T Securities
Virginia
$2M -$146K -3,990 -7%
Citigroup
43
Citigroup
New York
$1.97M +$7.46K +204 +0.4%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.92M +$433K +11,838 +29%
AG
45
Advisor Group
Arizona
$1.84M +$339K +9,270 +22%
TW
46
Transform Wealth
Colorado
$1.8M -$20.6K -564 -1%
MAP
47
Milestone Advisory Partners
North Carolina
$1.7M +$922K +25,206 +116%
SB
48
Suntrust Banks
Georgia
$1.56M +$72.4K +1,980 +5%
MIC
49
Meridian Investment Counsel
California
$1.53M – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.52M – – –
1
2
3 4 5

IGM Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2019, worth a combined $704M — up 4% from $677M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGM positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $10.9M.

  • 157 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $704M of iShares Expanded Tech Sector ETF stock for Q3 2019, up 4% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2019 and 13 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2019 was Credit Suisse, an estimated $13.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2019 was Deutsche Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.