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iShares Expanded Tech Sector ETF

157 hedge funds and large institutions have $704M invested in iShares Expanded Tech Sector ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8.13% more ownership

Funds ownership: 247.05%255.18% (+8.1%)

3% more funds holding

Funds holding: 153157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
39
Reduced
42
Closed
13
Calls
$826K
Puts
Net Calls
+$826K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$1.51M -$5.71K -156 -0.4%
NA
52
NewEdge Advisors
Louisiana
$1.45M +$45.4K +1,242 +3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.38M +$3.07K +84 +0.2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.27M +$324K +8,862 +34%
WB
55
Webster Bank
Connecticut
$1.18M
HR
56
Howe & Rusling
New York
$1.18M -$69.1K -1,890 -5%
WCM
57
WealthBridge Capital Management
Ohio
$1.14M -$2.19K -60 -0.2%
BRWA
58
B. Riley Wealth Advisors
Florida
$1.06M -$29.6K -810 -3%
TRCT
59
Tower Research Capital (TRC)
New York
$1.06M +$224K +6,138 +26%
CA
60
Cetera Advisors
Colorado
$1.04M -$419K -11,466 -29%
Stifel Financial
61
Stifel Financial
Missouri
$1.04M +$33.6K +918 +3%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.03M +$88K +2,406 +9%
ASN
63
Advisory Services Network
Georgia
$978K
AAS
64
Avantax Advisory Services
Texas
$880K +$890K +24,348 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$838K -$90.8K -2,484 -10%
GWM
66
Geneos Wealth Management
Colorado
$831K -$87.5K -2,394 -9%
M&T Bank
67
M&T Bank
New York
$784K
LFS
68
Legacy Financial Strategies
Kansas
$773K +$39.9K +1,092 +6%
OC
69
Oppenheimer & Co
New York
$763K +$771K +21,096 New
TFF
70
The Family Firm
Maryland
$658K
IFA
71
Interactive Financial Advisors
Illinois
$651K +$375K +10,242 +132%
SMC
72
Smith, Moore & Co
Missouri
$640K
SWM
73
Sequoia Wealth Management
Illinois
$635K +$343K +9,384 +117%
CSIC
74
Clifford Swan Investment Counsel
California
$619K
JMPWA
75
JP Morgan Private Wealth Advisors
California
$587K +$41.3K +1,128 +7%

IGM Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2019, worth a combined $704M — up 4% from $677M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGM positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $10.9M.

  • 157 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $704M of iShares Expanded Tech Sector ETF stock for Q3 2019, up 4% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2019 and 13 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2019 was Credit Suisse, an estimated $13.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2019 was Deutsche Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.