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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

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.

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.45%
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

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$16.5M
2
SEIA
2
Signature Estate & Investment Advisors
California
$56.3M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.7M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.47M
2
Bank of America
2
Bank of America
North Carolina
$90.5M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$3.2M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.52M -$5.64K -156 -0.4%
NA
52
NewEdge Advisors
Louisiana
$1.45M +$44.9K +1,242 +3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.38M +$3.04K +84 +0.2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.27M +$321K +8,862 +34%
WB
55
Webster Bank
Connecticut
$1.18M – – –
HR
56
Howe & Rusling
New York
$1.18M -$68.3K -1,890 -5%
WCM
57
WealthBridge Capital Management
Ohio
$1.14M -$2.17K -60 -0.2%
BRWA
58
B. Riley Wealth Advisors
Florida
$1.07M -$29.3K -810 -3%
TRCT
59
Tower Research Capital (TRC)
New York
$1.06M +$222K +6,138 +26%
CA
60
Cetera Advisors
Colorado
$1.04M -$416K -11,466 -29%
Stifel Financial
61
Stifel Financial
Missouri
$1.04M +$33.3K +918 +3%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.03M +$87K +2,406 +9%
ASN
63
Advisory Services Network
Georgia
$978K – – –
AAS
64
Avantax Advisory Services
Texas
$880K +$880K +24,348 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$838K -$89.8K -2,484 -10%
GWM
66
Geneos Wealth Management
Colorado
$831K -$85.9K -2,394 -9%
M&T Bank
67
M&T Bank
New York
$784K – – –
LFS
68
Legacy Financial Strategies
Kansas
$773K +$40.9K +1,092 +6%
OC
69
Oppenheimer & Co
New York
$763K +$763K +21,096 New
TFF
70
The Family Firm
Maryland
$658K – – –
IFA
71
Interactive Financial Advisors
Illinois
$651K +$371K +10,242 +132%
SMC
72
Smith, Moore & Co
Missouri
$640K – – –
SWM
73
Sequoia Wealth Management
Illinois
$635K +$342K +9,384 +117%
CSIC
74
Clifford Swan Investment Counsel
California
$619K – – –
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$587K +$40.8K +1,128 +7%
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