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iShares Expanded Tech Sector ETF
IGM

79 hedge funds and large institutions have $264M invested in iShares Expanded Tech Sector ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

5% less funds holding

Funds holding: 83 → 79 (-4)

9% less capital invested

Capital invested by funds: $289M → $264M (-$24.9M)

21.97% less ownership

Funds ownership: 247.62% → 225.65% (-22%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
8
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$5M
2
WF
WealthTrust Fairport
Ohio
+$2.05M
3
BCI
Brinker Capital Investments
Pennsylvania
+$1.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.71M
5
Goldman Sachs
Goldman Sachs
New York
+$1.54M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$15.6M
2
Lazard Asset Management
Lazard Asset Management
New York
-$8.35M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.26M
4
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
-$2.96M
5
USAA
United Services Automobile Association
Texas
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
51
Commerce Bank
Missouri
$328K – – –
1IC
52
1919 Investment Counsel
Maryland
$310K – – –
PP
53
Patten & Patten
Tennessee
$302K – – –
WT
54
Wilmington Trust
Delaware
$264K +$2.8K +186 +1%
CSIC
55
Clifford Swan Investment Counsel
California
$259K -$36.1K -2,400 -12%
Citadel Advisors
56
Citadel Advisors
Florida
$250K +$248K +16,518 New
HighTower Advisors
57
HighTower Advisors
Illinois
$237K -$67.7K -4,500 -22%
MCM
58
Murphy Capital Management
New Jersey
$201K -$7.67K -510 -4%
SF
59
Synovus Financial
Georgia
$157K – – –
DADC
60
D.A. Davidson & Co
Montana
$142K +$13.5K +900 +11%
PTC
61
Private Trust Company
Ohio
$128K +$45.6K +3,030 +56%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$114K -$28.4K -1,890 -20%
PSUF
63
People's United Financial
Connecticut
$114K – – –
US Bancorp
64
US Bancorp
Minnesota
$96K – – –
Creative Planning
65
Creative Planning
Kansas
$91K – – –
Barclays
66
Barclays
United Kingdom
$81K -$48.7K -3,240 -38%
Ameriprise
67
Ameriprise
Minnesota
$52K +$18.8K +1,248 +57%
Brown Advisory
68
Brown Advisory
Maryland
$48K – – –
Credit Agricole
69
Credit Agricole
France
$22K +$21.5K +1,428 New
SCP
70
Syntal Capital Partners
Texas
$16.7K +$1.65M +109,950 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$14K – – –
MFS
72
MSI Financial Services
Massachusetts
$14K +$4.51K +300 +50%
RFA
73
Reilly Financial Advisors
California
$13K – – –
BRWM
74
B. Riley Wealth Management
Tennessee
$12K +$12.2K +810 New
BC
75
Bartlett & Co
Ohio
$9K – – –
1 2
3
4

IGM Hedge Fund Activity: Q1 2014 in Review

79 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2014, worth a combined $264M — down 8.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IGM and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Credit Suisse, adding an estimated $5M. The largest seller was SG Americas Securities, cutting an estimated $15.6M.

  • 79 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2014, down from 83 in Q4 2013.
  • Funds reported $264M of iShares Expanded Tech Sector ETF stock for Q1 2014, down 8.6% quarter-over-quarter.
  • 8 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2014 was Credit Suisse, an estimated $5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2014 was SG Americas Securities, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2014.