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iShares Expanded Tech Sector ETF
IGM

84 hedge funds and large institutions have $300M invested in iShares Expanded Tech Sector ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

5% more funds holding

Funds holding: 80 → 84 (+4)

2% more capital invested

Capital invested by funds: $293M → $300M (+$6.88M)

3.5% less ownership

Funds ownership: 231.89% → 228.39% (-3.5%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
26
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.49M
2
CS
Credit Suisse
Switzerland
+$4.27M
3
Axa
Axa
France
+$3.75M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.94M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$22.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.49M
3
TH
Timber Hill
Connecticut
-$2.03M
4
SG Americas Securities
SG Americas Securities
New York
-$1.19M
5
BUB
BBVA USA Bancshares
Texas
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
51
Commerce Bank
Missouri
$312K -$54.4K -3,300 -15%
HighTower Advisors
52
HighTower Advisors
Illinois
$303K – – –
CSIC
53
Clifford Swan Investment Counsel
California
$290K – – –
FAAS
54
First Allied Advisory Services
California
$257K +$249K +15,084 New
CK
55
Carnick & Kubik
Colorado
$249K +$242K +14,640 New
MCM
56
Murphy Capital Management
New Jersey
$216K – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$214K +$208K +12,624 New
JMPWA
58
JP Morgan Private Wealth Advisors
California
$211K – – –
BFIC
59
Bedell Frazier Investment Counselling
California
$206K -$14.8K -900 -7%
SMC
60
Smith, Moore & Co
Missouri
$205K +$199K +12,060 New
BFO
61
Boston Family Office
Massachusetts
$204K +$198K +12,000 New
NAM
62
North American Management
Massachusetts
$204K +$198K +12,000 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$171K +$20.4K +1,236 +14%
PSUF
64
People's United Financial
Connecticut
$128K – – –
US Bancorp
65
US Bancorp
Minnesota
$107K – – –
Creative Planning
66
Creative Planning
Kansas
$102K – – –
DADC
67
D.A. Davidson & Co
Montana
$101K -$75.5K -4,578 -43%
Barclays
68
Barclays
United Kingdom
$91K -$49.5K -3,000 -36%
SF
69
Synovus Financial
Georgia
$68K – – –
FNBT
70
FineMark National Bank & Trust
Florida
$61K +$59.4K +3,600 New
ASN
71
Advisory Services Network
Georgia
$43K +$42.5K +2,574 New
BG
72
Bollard Group
Massachusetts
$29K – – –
Credit Agricole
73
Credit Agricole
France
$24K – – –
HNB
74
Huntington National Bank
Ohio
$20K – – –
MFS
75
MSI Financial Services
Massachusetts
$20K – – –
1 2
3
4

IGM Hedge Fund Activity: Q4 2014 in Review

84 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2014, worth a combined $300M — up 2.3% from $293M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGM positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.49M. The largest seller was Lazard Asset Management, cutting an estimated $22.7M.

  • 84 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2014, up from 80 in Q3 2014.
  • Funds reported $300M of iShares Expanded Tech Sector ETF stock for Q4 2014, up 2.3% quarter-over-quarter.
  • 17 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2014 and 9 closed out, a net change of +8 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $8.49M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2014 was Lazard Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2014.