We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

84 hedge funds and large institutions have $332M invested in iShares Expanded Tech Sector ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

23.2% more ownership

Funds ownership: 236.5% → 259.7% (+23%)

9% more capital invested

Capital invested by funds: $304M → $332M (+$28M)

8% less funds holding

Funds holding: 91 → 84 (-7)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
6
Increased
23
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$37.1M
2
FIM
Freedom Investment Management
Connecticut
+$13.1M
3
Goldman Sachs
Goldman Sachs
New York
+$5.65M
4
Lazard Asset Management
Lazard Asset Management
New York
+$4.93M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.28M

Top Sellers

1
DWM
Destination Wealth Management
California
-$8.54M
2
CS
Credit Suisse
Switzerland
-$3.23M
3
Bank of America
Bank of America
North Carolina
-$2.44M
4
Morgan Stanley
Morgan Stanley
New York
-$2.17M
5
Jane Street
Jane Street
New York
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
51
The Family Firm
Maryland
$324K -$9.57K -552 -3%
M&T Bank
52
M&T Bank
New York
$308K -$186K -10,740 -37%
CB
53
Commerce Bank
Missouri
$305K -$2.6K -150 -0.8%
Stifel Financial
54
Stifel Financial
Missouri
$295K -$52K -3,000 -15%
HighTower Advisors
55
HighTower Advisors
Illinois
$295K -$5.2K -300 -2%
FAAS
56
First Allied Advisory Services
California
$294K +$36.3K +2,094 +13%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$293K +$22.1K +1,272 +8%
SJIM
58
St. Johns Investment Management
Florida
$288K -$19.3K -1,110 -6%
CSIC
59
Clifford Swan Investment Counsel
California
$286K – – –
CK
60
Carnick & Kubik
Colorado
$252K +$1.77K +102 +0.7%
SMC
61
Smith, Moore & Co
Missouri
$229K +$237K +13,680 New
Franklin Resources
62
Franklin Resources
California
$225K +$234K +13,476 New
WF
63
WealthTrust Fairport
Ohio
$223K – – –
MCM
64
Murphy Capital Management
New Jersey
$214K +$1.56K +90 +0.7%
BFO
65
Boston Family Office
Massachusetts
$201K – – –
PSUF
66
People's United Financial
Connecticut
$196K – – –
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$164K -$37.2K -2,142 -18%
DADC
68
D.A. Davidson & Co
Montana
$132K -$6.24K -360 -4%
Creative Planning
69
Creative Planning
Kansas
$123K +$127K +7,332 New
US Bancorp
70
US Bancorp
Minnesota
$105K – – –
PMFA
71
Plante Moran Financial Advisors
Michigan
$100K – – –
SF
72
Synovus Financial
Georgia
$67K – – –
RBC
73
Roble Belko & Company
Pennsylvania
$34K – – –
BG
74
Bollard Group
Massachusetts
$28K – – –
Credit Agricole
75
Credit Agricole
France
$24K – – –
1 2
3
4

IGM Hedge Fund Activity: Q3 2015 in Review

84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2015, worth a combined $332M — up 9.2% from $304M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IGM and 6 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 23 added.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $37.1M. The largest seller was Destination Wealth Management, cutting an estimated $8.54M.

  • 84 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2015, down from 91 in Q2 2015.
  • Funds reported $332M of iShares Expanded Tech Sector ETF stock for Q3 2015, up 9.2% quarter-over-quarter.
  • 6 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2015 and 12 closed out, a net change of -6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2015 was Pinnacle Advisory Group, an estimated $37.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2015 was Destination Wealth Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q3 2015.