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iShares Expanded Tech Sector ETF
IGM

91 hedge funds and large institutions have $280M invested in iShares Expanded Tech Sector ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

8% more funds holding

Funds holding: 84 → 91 (+7)

7% less capital invested

Capital invested by funds: $300M → $280M (-$19.6M)

10.08% less ownership

Funds ownership: 228.39% → 218.31% (-10%)

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
22
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$7.55M
2
Lazard Asset Management
Lazard Asset Management
New York
+$4.17M
3
Jane Street
Jane Street
New York
+$3.63M
4
SG Americas Securities
SG Americas Securities
New York
+$3.53M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.9M
2
WF
WealthTrust Fairport
Ohio
-$10.2M
3
Bank of America
Bank of America
North Carolina
-$4.27M
4
Morgan Stanley
Morgan Stanley
New York
-$3.66M
5
CS
Credit Suisse
Switzerland
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$82K +$74.6K +4,356 +1,023%
SF
77
Synovus Financial
Georgia
$69K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$41K +$41.1K +2,400 New
AP
79
Advisors Preferred
Maryland
$36K +$35.9K +2,094 New
RBC
80
Roble Belko & Company
Pennsylvania
$35K +$34.9K +2,040 New
BG
81
Bollard Group
Massachusetts
$29K +$103 +6 +0.4%
Credit Agricole
82
Credit Agricole
France
$25K – – –
MFS
83
MSI Financial Services
Massachusetts
$23K +$2.16K +126 +11%
HNB
84
Huntington National Bank
Ohio
$21K +$20.6K +1,200 New
W
85
Wealthfront
California
$20K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$15K – – –
BRWM
87
B. Riley Wealth Management
Tennessee
$13K – – –
RFA
88
Reilly Financial Advisors
California
$9K – – –
LWM
89
LBA Wealth Management
Florida
$4K – – –
WA
90
WFG Advisors
Texas
$4K +$4.11K +240 New
Deutsche Bank
91
Deutsche Bank
Germany
– -$1.22M -71,988 Closed
Barclays
92
Barclays
United Kingdom
– -$91K -5,400 Closed
FNBT
93
FineMark National Bank & Trust
Florida
– -$61K -3,600 Closed
NPC
94
National Planning Corporation
California
– -$4.97K -300 Closed
1 2 3
4

IGM Hedge Fund Activity: Q1 2015 in Review

91 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2015, worth a combined $280M — down 6.5% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGM positions and 4 closed out — a net gain of 9 holders — while 22 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.55M. The largest seller was Bank of Montreal, cutting an estimated $13.9M.

  • 91 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2015, up from 84 in Q4 2014.
  • Funds reported $280M of iShares Expanded Tech Sector ETF stock for Q1 2015, down 6.5% quarter-over-quarter.
  • 13 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2015 and 4 closed out, a net change of +9 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2015 was Goldman Sachs, an estimated $7.55M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2015 was Bank of Montreal, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2015.