We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

129 hedge funds and large institutions have $700M invested in iShares Expanded Tech Sector ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

142% more call options, than puts

Call options by funds: $6.39M | Put options by funds: $2.64M

30% more capital invested

Capital invested by funds: $540M → $700M (+$160M)

26.1% more ownership

Funds ownership: 261.05% → 287.14% (+26%)

5% more funds holding

Funds holding: 123 → 129 (+6)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
40
Reduced
39
Closed
6
Calls
$6.39M
Puts
$2.64M
Net Calls
+$3.75M
Net Calls Change
+$2.94M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$75.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$29.3M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$7.48M
4
CS
Credit Suisse
Switzerland
+$5.74M
5
Morgan Stanley
Morgan Stanley
New York
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
-$2.24M
2
Axa
Axa
France
-$2.22M
3
UBS Group
UBS Group
Switzerland
-$2.18M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
5
FTS
Fifth Third Securities
Ohio
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
51
Harvest Fund Management
China
$1.14M +$1.16M +38,250 New
WB
52
Webster Bank
Connecticut
$1.06M -$41.9K -1,380 -4%
BRWA
53
B. Riley Wealth Advisors
Florida
$1.06M -$1.09M -36,030 -51%
SC
54
Scotia Capital
Ontario, Canada
$967K +$117K +3,840 +13%
GWM
55
Geneos Wealth Management
Colorado
$902K -$29.3K -966 -3%
SWM
56
Sequoia Wealth Management
Illinois
$835K +$848K +27,930 New
SB
57
Suntrust Banks
Georgia
$641K +$150K +4,926 +30%
FAAS
58
First Allied Advisory Services
California
$623K +$117K +3,870 +23%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$612K -$76K -2,502 -11%
UIA
60
UBP Investment Advisors
Switzerland
$610K – – –
JMPWA
61
JP Morgan Private Wealth Advisors
California
$602K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$589K +$41.3K +1,362 +7%
PG
63
Patten Group
Tennessee
$572K – – –
M&T Bank
64
M&T Bank
New York
$559K +$51.2K +1,686 +10%
HighTower Advisors
65
HighTower Advisors
Illinois
$553K +$127K +4,200 +29%
SMC
66
Smith, Moore & Co
Missouri
$540K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$514K +$35.2K +1,158 +7%
CSIC
68
Clifford Swan Investment Counsel
California
$511K – – –
Renaissance Technologies
69
Renaissance Technologies
New York
$502K +$510K +16,800 New
ASN
70
Advisory Services Network
Georgia
$486K +$152K +5,016 +45%
TCM
71
Tufton Capital Management
Maryland
$484K – – –
HFA
72
High Falls Advisors
New York
$475K – – –
VF
73
Virtu Financial
New York
$444K +$450K +14,838 New
APA
74
American Portfolios Advisors
New York
$436K +$10.6K +348 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$431K -$62.3K -2,052 -12%
1 2
3
4 5

IGM Hedge Fund Activity: Q1 2018 in Review

129 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2018, worth a combined $700M — up 30% from $540M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGM positions and 6 closed out — a net gain of 9 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.9M. The largest seller was Destination Wealth Management, cutting an estimated $2.24M.

  • 129 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2018, up from 123 in Q4 2017.
  • Funds reported $700M of iShares Expanded Tech Sector ETF stock for Q1 2018, up 30% quarter-over-quarter.
  • 15 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2018 and 6 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2018 was Bank of Montreal, an estimated $75.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2018 was Destination Wealth Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2018.