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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

153 hedge funds and large institutions have $659M invested in iShares Expanded Tech Sector ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
21
Increased
35
Reduced
51
Closed
11
Calls
$1.2M
Puts
$1.44M
Net Calls
-$247K
Net Calls Change
-$1.42M

Top Buyers

1
HR
1
Howe & Rusling
New York
$2.66M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$2.56M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$2.25M
4
Wells Fargo
4
Wells Fargo
California
$18M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$8.39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.4M
2
CS
2
Credit Suisse
Switzerland
$0
3
Bank of America
3
Bank of America
North Carolina
$88.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$50.1M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
$1.37M +$143K +4,164 +12%
CA
52
Cetera Advisors
Colorado
$1.37M +$32.9K +960 +2%
VFA
53
Voya Financial Advisors
Connecticut
$1.33M +$13.1K +384 +1%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$1.29M -$193K -5,622 -13%
NA
55
NewEdge Advisors
Louisiana
$1.28M +$307K +8,940 +32%
WCM
56
WealthBridge Capital Management
Ohio
$1.2M +$77.5K +2,190 +7%
WB
57
WesBanco Bank
West Virginia
$1.16M +$1.16M +33,828 New
WB
58
Webster Bank
Connecticut
$1.14M -$56.1K -1,632 -5%
AG
59
Advisor Group
Arizona
$1.12M +$114K +3,324 +11%
BRWA
60
B. Riley Wealth Advisors
Florida
$1.06M -$72.2K -2,100 -6%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.03M -$63.5K -1,848 -6%
GWM
62
Geneos Wealth Management
Colorado
$880K -$30.3K -882 -3%
Stifel Financial
63
Stifel Financial
Missouri
$877K -$9.28K -270 -1%
M&T Bank
64
M&T Bank
New York
$813K +$56.7K +1,650 +7%
HighTower Advisors
65
HighTower Advisors
Illinois
$738K +$76.5K +2,226 +12%
ASN
66
Advisory Services Network
Georgia
$732K +$171K +4,968 +30%
MAP
67
Milestone Advisory Partners
North Carolina
$726K +$726K +21,114 New
WA
68
WESPAC Advisors
California
$693K +$693K +24,528 New
SWM
69
Sequoia Wealth Management
Illinois
$667K -$6.99K -204 -1%
LFS
70
Legacy Financial Strategies
Kansas
$649K +$64.7K +1,884 +11%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$640K -$63.1K -1,836 -9%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$629K +$28.7K +834 +5%
TFF
73
The Family Firm
Maryland
$624K -$67.6K -1,968 -10%
SMC
74
Smith, Moore & Co
Missouri
$608K -$20.6K -600 -3%
CSIC
75
Clifford Swan Investment Counsel
California
$588K – – –
1 2
3
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