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iShares Expanded Tech Sector ETF
IGM

76 hedge funds and large institutions have $269M invested in iShares Expanded Tech Sector ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $264M → $269M (+$4.78M)

0.36% less ownership

Funds ownership: 225.65% → 225.29% (-0.36%)

4% less funds holding

Funds holding: 79 → 76 (-3)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
5
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$10.6M
2
Axa
Axa
France
+$5.07M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.03M
4
SG Americas Securities
SG Americas Securities
New York
+$1.75M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$17.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.82M
3
CS
Credit Suisse
Switzerland
-$4.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.75M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
Bailard
California
$297K +$285K +18,690 New
Creative Planning
52
Creative Planning
Kansas
$292K +$188K +12,372 +205%
NFA
53
Nationwide Fund Advisors
Ohio
$290K +$279K +18,300 New
WT
54
Wilmington Trust
Delaware
$274K -$2.28K -150 -0.9%
CSIC
55
Clifford Swan Investment Counsel
California
$271K – – –
VKH
56
Virtu KCG Holdings
New York
$264K -$373K -24,522 -60%
HighTower Advisors
57
HighTower Advisors
Illinois
$245K -$2.74K -180 -1%
FIM
58
Freedom Investment Management
Connecticut
$230K +$220K +14,466 New
MCM
59
Murphy Capital Management
New Jersey
$211K – – –
DADC
60
D.A. Davidson & Co
Montana
$157K +$7.31K +480 +5%
PTC
61
Private Trust Company
Ohio
$131K -$3.2K -210 -2%
PSUF
62
People's United Financial
Connecticut
$119K – – –
US Bancorp
63
US Bancorp
Minnesota
$100K – – –
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$98K -$20.3K -1,332 -18%
Barclays
65
Barclays
United Kingdom
$86K – – –
Ameriprise
66
Ameriprise
Minnesota
$82K +$26.3K +1,728 +51%
SF
67
Synovus Financial
Georgia
$64K -$96.7K -6,354 -61%
Credit Agricole
68
Credit Agricole
France
$23K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$14K – – –
MFS
70
MSI Financial Services
Massachusetts
$14K – – –
RFA
71
Reilly Financial Advisors
California
$14K – – –
BRWM
72
B. Riley Wealth Management
Tennessee
$12K – – –
JA
73
JOYN Advisors
Georgia
$8K – – –
LWM
74
LBA Wealth Management
Florida
$3K – – –
CA
75
CapWealth Advisors
Tennessee
$3K +$2.92K +192 New
1 2
3
4

IGM Hedge Fund Activity: Q2 2014 in Review

76 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2014, worth a combined $269M — up 1.8% from $264M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IGM and 5 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Lazard Asset Management, adding an estimated $10.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.4M.

  • 76 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2014, down from 79 in Q1 2014.
  • Funds reported $269M of iShares Expanded Tech Sector ETF stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 5 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2014 and 8 closed out, a net change of -3 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2014 was Lazard Asset Management, an estimated $10.6M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2014.