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iShares Expanded Tech Sector ETF

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more funds holding

Funds holding: 170196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46%256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$8.6M -$67.3K -1,602 -0.9%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$8.41M -$773K -18,402 -9%
Citadel Advisors
28
Citadel Advisors
Florida
$6.66M +$1.69M +40,212 +39%
Osaic Holdings
29
Osaic Holdings
Arizona
$6.42M +$1.61M +38,244 +38%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$6.38M -$89K -2,118 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.07M +$1.26M +29,898 +30%
PAI
32
Pittenger & Anderson Inc
Nebraska
$5.97M -$61.8K -1,470 -1%
Lazard Asset Management
33
Lazard Asset Management
New York
$5.84M -$3.02M -71,892 -36%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$5.44M
WLIM
35
White Lighthouse Investment Management
Massachusetts
$5.08M -$538K -12,798 -10%
MIAN
36
Mariner Independent Advisor Network
Kansas
$5M -$819K -19,494 -16%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.66M +$103K +2,442 +2%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$3.91M -$8.07K -192 -0.2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$3.79M +$3.43M +81,570 New
WCM
40
WealthBridge Capital Management
Ohio
$3.57M +$542K +12,888 +20%
CS
41
Credit Suisse
Switzerland
$3.49M -$1.36M -32,430 -30%
Deutsche Bank
42
Deutsche Bank
Germany
$3.18M
PWM
43
Provident Wealth Management
Tennessee
$3.12M -$186K -4,428 -6%
AMG
44
Asset Management Group
Connecticut
$3.11M +$8.07K +192 +0.3%
COF
45
Capital One Financial
Virginia
$3.1M +$36.6K +870 +1%
KFS
46
Kelly Financial Services
Massachusetts
$3.01M +$2.72M +64,674 New
SC
47
Scotia Capital
Ontario, Canada
$2.96M +$37.3K +888 +1%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.77M -$102K -2,430 -4%
APW
49
Acima Private Wealth
Virginia
$2.69M
AFC
50
AFT Forsyth & Company
Florida
$2.67M -$3.03K -72 -0.1%

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.