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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
29
Increased
41
Reduced
57
Closed
23
Calls
$7.99M
Puts
$629K
Net Calls
+$7.36M
Net Calls Change
+$3.59M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
JWM
2
JGP Wealth Management
Oregon
$17.3M
3
SCA
3
Stuart Chaussee & Associates
California
$14.3M
4
SFS
4
Strategic Financial Services
New York
$11.5M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$10.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
CS
2
Credit Suisse
Switzerland
$3.79M
3
EH
3
Equitable Holdings
New York
$72.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K
5
Bank of America
5
Bank of America
North Carolina
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
CIBC World Market
27
CIBC World Market
Ontario, Canada
$4.92M -$2.33M -65,892 -32%
PAI
28
Pittenger & Anderson Inc
Nebraska
$4.58M -$42.4K -1,200 -0.9%
WLIM
29
White Lighthouse Investment Management
Massachusetts
$4.31M -$543K -15,390 -11%
MIAN
30
Mariner Independent Advisor Network
Kansas
$4.23M +$13.4K +396 +0.3%
RJA
31
Raymond James & Associates
Florida
$4.21M -$1.86M -52,728 -31%
CS
32
Credit Suisse
Switzerland
$3.79M -$5.69M -161,166 -60%
Citadel Advisors
33
Citadel Advisors
Florida
$3.64M +$2.53M +71,790 +230%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.55M +$565K +16,008 +19%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.52M +$3.52M +99,780 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.45M +$55.1K +1,560 +2%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$2.97M – – –
VA
38
Valmark Advisers
Ohio
$2.59M +$2.59M +73,266 New
PWM
39
Provident Wealth Management
Tennessee
$2.52M -$149K -4,224 -6%
Deutsche Bank
40
Deutsche Bank
Germany
$2.41M – – –
AMG
41
Asset Management Group
Connecticut
$2.35M -$21K -594 -0.9%
COF
42
Capital One Financial
Virginia
$2.32M +$2.32M +65,718 New
WCM
43
WealthBridge Capital Management
Ohio
$2.26M +$1.12M +31,866 +99%
SC
44
Scotia Capital
Ontario, Canada
$2.2M +$86K +2,436 +4%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.19M -$3.6K -102 -0.2%
APW
46
Acima Private Wealth
Virginia
$2.04M – – –
AFC
47
AFT Forsyth & Company
Florida
$2.03M -$116K -3,294 -5%
BUB
48
BBVA USA Bancshares
Texas
$2M -$30.1K -852 -1%
SA
49
Silversage Advisors
California
$1.9M -$74.1K -2,100 -4%
PS
50
Portfolio Strategies
New York
$1.88M -$47K -1,332 -2%
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