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iShares Expanded Tech Sector ETF
IGM

79 hedge funds and large institutions have $264M invested in iShares Expanded Tech Sector ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

5% less funds holding

Funds holding: 83 → 79 (-4)

9% less capital invested

Capital invested by funds: $289M → $264M (-$24.9M)

21.97% less ownership

Funds ownership: 247.62% → 225.65% (-22%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
8
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$5M
2
WF
WealthTrust Fairport
Ohio
+$2.05M
3
BCI
Brinker Capital Investments
Pennsylvania
+$1.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.71M
5
Goldman Sachs
Goldman Sachs
New York
+$1.54M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$15.6M
2
Lazard Asset Management
Lazard Asset Management
New York
-$8.35M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.26M
4
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
-$2.96M
5
USAA
United Services Automobile Association
Texas
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
76
JOYN Advisors
Georgia
$7K – – –
LWM
77
LBA Wealth Management
Florida
$3K -$10.6K -708 -77%
NES
78
New England Securities
New York
$2K -$10.6K -702 -85%
TT
79
Tiedemann Trust
Delaware
$876 +$216K +14,382 +33%
Wellington Management Group
80
Wellington Management Group
Massachusetts
– -$4.26M -284,970 Closed
ICMC
81
Intrepid Capital Management (Connecticut)
Connecticut
– -$2.96M -198,000 Closed
USAA
82
United Services Automobile Association
Texas
– -$2.38M -159,540 Closed
WA
83
WESPAC Advisors
California
– -$2.02M -135,432 Closed
SG
84
Somerset Group
Minnesota
– -$358K -24,000 Closed
FIM
85
Freedom Investment Management
Connecticut
– -$290K -19,458 Closed
NAM
86
North American Management
Massachusetts
– -$258K -17,280 Closed
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
– -$213K -14,274 Closed
AP
88
Advisors Preferred
Maryland
– -$102K -6,846 Closed
CK
89
Carnick & Kubik
Colorado
– -$55.5K -3,714 Closed
WA
90
WFG Advisors
Texas
– -$55K -3,654 Closed
BG
91
BlackRock Group
United Kingdom
– -$16K -1,086 Closed
1 2 3
4

IGM Hedge Fund Activity: Q1 2014 in Review

79 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2014, worth a combined $264M — down 8.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IGM and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Credit Suisse, adding an estimated $5M. The largest seller was SG Americas Securities, cutting an estimated $15.6M.

  • 79 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2014, down from 83 in Q4 2013.
  • Funds reported $264M of iShares Expanded Tech Sector ETF stock for Q1 2014, down 8.6% quarter-over-quarter.
  • 8 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2014 was Credit Suisse, an estimated $5M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2014 was SG Americas Securities, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2014.