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iShares Expanded Tech Sector ETF

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more funds holding

Funds holding: 170196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46%256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
51
BBVA USA Bancshares
Texas
$2.61M -$16.9K -402 -0.7%
TW
52
Transform Wealth
Colorado
$2.49M +$153K +3,648 +7%
VA
53
Valmark Advisers
Ohio
$2.46M -$853K -20,298 -28%
PS
54
Portfolio Strategies
New York
$2.4M -$69.6K -1,656 -3%
Citigroup
55
Citigroup
New York
$2.4M +$209K +4,974 +11%
SA
56
Silversage Advisors
California
$2.34M +$30.8K +732 +1%
Stifel Financial
57
Stifel Financial
Missouri
$2.32M +$601K +14,292 +40%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.28M +$33K +786 +2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$2.25M -$138K -3,288 -7%
NA
60
NewEdge Advisors
Louisiana
$2.2M +$49.4K +1,176 +3%
PAG
61
Private Advisor Group
New Jersey
$2.18M +$177K +4,200 +10%
CWA
62
Clarity Wealth Advisors
California
$2.06M -$87.2K -2,076 -4%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.95M -$6.3K -150 -0.4%
MIC
64
Meridian Investment Counsel
California
$1.95M
IWM
65
IHT Wealth Management
Illinois
$1.9M -$11.9K -282 -0.7%
CA
66
Cetera Advisors
Colorado
$1.87M +$231K +5,490 +16%
AF
67
Apexium Financial
Texas
$1.83M +$1.65M +39,342 New
MAP
68
Milestone Advisory Partners
North Carolina
$1.8M +$75.9K +1,806 +5%
IFA
69
Interactive Financial Advisors
Illinois
$1.7M +$490K +11,652 +47%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.65M +$185K +4,404 +14%
ASN
71
Advisory Services Network
Georgia
$1.61M -$9.83K -234 -0.7%
BCM
72
Barometer Capital Management
Ontario, Canada
$1.51M -$227K -5,400 -14%
PP
73
Prudential plc
United Kingdom
$1.4M +$1.26M +30,000 New
WB
74
Webster Bank
Connecticut
$1.4M
Fidelity Investments
75
Fidelity Investments
Massachusetts
$1.37M -$212K -5,046 -15%

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.