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iShares Expanded Tech Sector ETF
IGM

80 hedge funds and large institutions have $293M invested in iShares Expanded Tech Sector ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $269M → $293M (+$23.8M)

6.6% more ownership

Funds ownership: 225.29% → 231.89% (+6.6%)

5% more funds holding

Funds holding: 76 → 80 (+4)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$12.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$8.13M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.39M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.5M
5
TH
Timber Hill
Connecticut
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$5.5M
2
DWM
Destination Wealth Management
California
-$4.32M
3
BCI
Brinker Capital Investments
Pennsylvania
-$4.09M
4
Jane Street
Jane Street
New York
-$1.67M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
Bailard
California
$337K +$31.7K +1,950 +10%
1IC
52
1919 Investment Counsel
Maryland
$333K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$297K -$34.2K -2,100 -10%
HighTower Advisors
54
HighTower Advisors
Illinois
$291K +$39.1K +2,400 +16%
NCM
55
Niemann Capital Management
Nevada
$289K +$288K +17,718 New
CSIC
56
Clifford Swan Investment Counsel
California
$279K – – –
BFIC
57
Bedell Frazier Investment Counselling
California
$213K +$212K +13,032 New
MCM
58
Murphy Capital Management
New Jersey
$207K -$9.77K -600 -5%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$203K +$202K +12,426 New
DADC
60
D.A. Davidson & Co
Montana
$172K +$10.7K +660 +7%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$145K +$43.9K +2,700 +44%
Barclays
62
Barclays
United Kingdom
$136K +$48.8K +3,000 +56%
PSUF
63
People's United Financial
Connecticut
$123K – – –
PTC
64
Private Trust Company
Ohio
$119K -$15.2K -936 -11%
US Bancorp
65
US Bancorp
Minnesota
$103K – – –
Ameriprise
66
Ameriprise
Minnesota
$102K +$17.6K +1,080 +21%
Creative Planning
67
Creative Planning
Kansas
$98K -$201K -12,372 -67%
AP
68
Advisors Preferred
Maryland
$90.1K +$89.9K +5,526 New
PAG
69
Private Advisor Group
New Jersey
$81K +$80.5K +4,944 New
SF
70
Synovus Financial
Georgia
$66K – – –
SFSIG
71
San Francisco Sentry Investment Group
California
$39K -$358K -21,972 -90%
BG
72
Bollard Group
Massachusetts
$27K +$27.4K +1,686 New
Credit Agricole
73
Credit Agricole
France
$23K – – –
MFS
74
MSI Financial Services
Massachusetts
$20K +$4.88K +300 +33%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15K – – –
1 2
3
4

IGM Hedge Fund Activity: Q3 2014 in Review

80 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2014, worth a combined $293M — up 8.9% from $269M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGM positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $12.2M. The largest seller was SG Americas Securities, cutting an estimated $5.5M.

  • 80 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2014, up from 76 in Q2 2014.
  • Funds reported $293M of iShares Expanded Tech Sector ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2014 and 7 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2014 was Lazard Asset Management, an estimated $12.2M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2014 was SG Americas Securities, an estimated $5.5M sold.

Based on aggregated 13F filings for Q3 2014.