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iShares Expanded Tech Sector ETF
IGM

83 hedge funds and large institutions have $289M invested in iShares Expanded Tech Sector ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more funds holding

Funds holding: 75 → 83 (+8)

10% more capital invested

Capital invested by funds: $262M → $289M (+$27.2M)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

6% less ownership

Funds ownership: 253.62% → 247.62% (-6%)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
14
Increased
23
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$14.3M
2
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
+$2.78M
3
Bank of America
Bank of America
North Carolina
+$2.37M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.75M
5
MC
Mathes Company
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$14.1M
2
Citigroup
Citigroup
New York
-$4.16M
3
BG
BlackRock Group
United Kingdom
-$3.66M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.53M
5
DS
DRW Securities
Illinois
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$349K -$10.5K -750 -3%
BCM
52
Beck Capital Management
Texas
$338K +$329K +23,442 New
CB
53
Commerce Bank
Missouri
$323K -$33.6K -2,400 -10%
1IC
54
1919 Investment Counsel
Maryland
$305K +$286K +20,400 New
HighTower Advisors
55
HighTower Advisors
Illinois
$300K +$282K +20,118 New
PP
56
Patten & Patten
Tennessee
$297K – – –
CSIC
57
Clifford Swan Investment Counsel
California
$291K – – –
FIM
58
Freedom Investment Management
Connecticut
$290K +$273K +19,458 New
WT
59
Wilmington Trust
Delaware
$258K -$2.1K -150 -0.9%
NAM
60
North American Management
Massachusetts
$258K – – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$213K +$200K +14,274 New
MCM
62
Murphy Capital Management
New Jersey
$206K +$194K +13,830 New
SF
63
Synovus Financial
Georgia
$154K – – –
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$140K +$27.8K +1,986 +27%
Barclays
65
Barclays
United Kingdom
$128K – – –
DADC
66
D.A. Davidson & Co
Montana
$127K -$5.47K -390 -4%
PSUF
67
People's United Financial
Connecticut
$112K – – –
AP
68
Advisors Preferred
Maryland
$102K +$96K +6,846 New
US Bancorp
69
US Bancorp
Minnesota
$94K – – –
Creative Planning
70
Creative Planning
Kansas
$90K – – –
PTC
71
Private Trust Company
Ohio
$81K -$21.4K -1,530 -22%
CK
72
Carnick & Kubik
Colorado
$55.5K +$52.1K +3,714 New
WA
73
WFG Advisors
Texas
$55K +$11.2K +798 +28%
Brown Advisory
74
Brown Advisory
Maryland
$47K – – –
Ameriprise
75
Ameriprise
Minnesota
$32K – – –
1 2
3
4

IGM Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2013, worth a combined $289M — up 10% from $262M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGM positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $14.3M. The largest seller was Lazard Asset Management, cutting an estimated $14.1M.

  • 83 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2013, up from 75 in Q3 2013.
  • Funds reported $289M of iShares Expanded Tech Sector ETF stock for Q4 2013, up 10% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2013 and 4 closed out, a net change of +10 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2013 was SG Americas Securities, an estimated $14.3M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2013 was Lazard Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2013.