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iShares Expanded Tech Sector ETF

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,970% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $420K

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $1.2B → $1.39B (+$186M)

14% more funds holding

Funds holding: 213242 (+29)

1.87% less ownership

Funds ownership: 264.63%262.76% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.28%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$10.7M -$350K -6,384 -3%
KFS
27
Kelly Financial Services
Massachusetts
$10.4M -$836K -15,258 -8%
B
28
Bailard
California
$10.3M -$312K -5,700 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$10M -$404K -7,380 -4%
HGWM
30
Horst & Graben Wealth Management
Oregon
$9.16M -$297K -5,430 -3%
LFS
31
Legacy Financial Strategies
Kansas
$8.21M +$657 +12 +0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.8M -$1.02M -18,648 -12%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$7.55M -$94K -1,716 -1%
PAI
34
Pittenger & Anderson Inc
Nebraska
$7.44M -$41.1K -750 -0.6%
CTI
35
Community Trust & Investment
Kentucky
$6.88M +$6.46M +117,990 New
PBCM
36
Point Break Capital Management
Florida
$6.75M -$1.58M -28,920 -20%
KNW
37
Kesler Norman & Wride
Utah
$6.42M +$6.03M +110,136 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$6.03M +$1.15M +21,060 +26%
MWM
39
Meridian Wealth Management
Kentucky
$5.98M +$5.61M +102,498 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.96M +$264K +4,818 +5%
MIAN
41
Mariner Independent Advisor Network
Kansas
$5.56M -$537K -9,804 -9%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5.44M
WLIM
43
White Lighthouse Investment Management
Massachusetts
$5.38M -$237K -4,320 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$5.07M -$2.2M -40,176 -32%
WCM
45
WealthBridge Capital Management
Ohio
$4.98M +$329K +6,006 +8%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$4.84M -$55.2K -1,008 -1%
AF
47
Apexium Financial
Texas
$4.47M -$225K -4,110 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$4.42M -$935K -17,070 -18%
Deutsche Bank
49
Deutsche Bank
Germany
$4.03M
PWM
50
Provident Wealth Management
Tennessee
$3.92M -$47K -858 -1%

IGM Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2020, worth a combined $1.39B — up 15% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IGM positions and 8 closed out — a net gain of 34 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $13.6M. The largest seller was Strategic Financial Services, cutting an estimated $9.84M.

  • 242 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $1.39B of iShares Expanded Tech Sector ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 42 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2020 and 8 closed out, a net change of +34 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2020 was Raymond James & Associates, an estimated $13.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2020 was Strategic Financial Services, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2020.