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iShares Expanded Tech Sector ETF
IGM

98 hedge funds and large institutions have $442M invested in iShares Expanded Tech Sector ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

49% more capital invested

Capital invested by funds: $296M → $442M (+$146M)

44.37% more ownership

Funds ownership: 229.33% → 273.7% (+44%)

10% more funds holding

Funds holding: 89 → 98 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
27
Reduced
37
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$86.7M
2
Lazard Asset Management
Lazard Asset Management
New York
+$13.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.76M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$5.7M
5
TA
Tiedemann Advisors
New York
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.84M
2
CS
Credit Suisse
Switzerland
-$3.56M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.32M
4
Morgan Stanley
Morgan Stanley
New York
-$2.37M
5
VKH
Virtu KCG Holdings
New York
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
51
Virtu KCG Holdings
New York
$507K -$1.67M -84,312 -77%
FAAS
52
First Allied Advisory Services
California
$487K +$468K +23,658 New
TW
53
Transform Wealth
Colorado
$459K +$33K +1,668 +8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$424K -$359K -18,144 -47%
TFF
55
The Family Firm
Maryland
$421K -$1.78K -90 -0.4%
PWM
56
Perigon Wealth Management
California
$410K – – –
PG
57
Patten Group
Tennessee
$402K +$2.97K +150 +0.8%
DADC
58
D.A. Davidson & Co
Montana
$376K +$173K +8,724 +91%
HighTower Advisors
59
HighTower Advisors
Illinois
$375K +$65.3K +3,300 +22%
PAG
60
Pinnacle Advisory Group
Maryland
$362K -$112K -5,652 -24%
CB
61
Commerce Bank
Missouri
$360K -$5.94K -300 -2%
CSIC
62
Clifford Swan Investment Counsel
California
$352K – – –
JMPWA
63
JP Morgan Private Wealth Advisors
California
$350K +$19.7K +996 +6%
SJIM
64
St. Johns Investment Management
Florida
$343K – – –
CWM
65
Concert Wealth Management
California
$340K +$326K +16,464 New
HFA
66
High Falls Advisors
New York
$328K -$67.4K -3,402 -18%
M&T Bank
67
M&T Bank
New York
$327K -$2.97K -150 -0.9%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$304K -$5.11K -258 -2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$295K -$3.56K -180 -1%
Millennium Management
70
Millennium Management
New York
$283K +$272K +13,740 New
SMC
71
Smith, Moore & Co
Missouri
$282K – – –
PBO
72
Peoples Bank (Ohio)
Ohio
$280K – – –
NPC
73
National Planning Corporation
California
$267K +$259K +13,080 New
BFO
74
Boston Family Office
Massachusetts
$247K – – –
MCM
75
Murphy Capital Management
New Jersey
$232K – – –
1 2
3
4

IGM Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2016, worth a combined $442M — up 49% from $296M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGM positions and 1 closed out — a net gain of 11 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $86.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.84M.

  • 98 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2016, up from 89 in Q2 2016.
  • Funds reported $442M of iShares Expanded Tech Sector ETF stock for Q3 2016, up 49% quarter-over-quarter.
  • 12 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2016 and 1 closed out, a net change of +11 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2016 was Bank of Montreal, an estimated $86.7M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2016 was Royal Bank of Canada, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2016.