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iShares Expanded Tech Sector ETF
IGM

91 hedge funds and large institutions have $304M invested in iShares Expanded Tech Sector ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.19% more ownership

Funds ownership: 218.31% → 236.5% (+18%)

9% more capital invested

Capital invested by funds: $280M → $304M (+$24.1M)

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
27
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.1M
2
DWM
Destination Wealth Management
California
+$8.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$5.94M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.11M
5
CS
Credit Suisse
Switzerland
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
SFI
SPC Financial Inc
Maryland
-$5.03M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.69M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.48M
4
SG Americas Securities
SG Americas Securities
New York
-$2.15M
5
Jane Street
Jane Street
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$41K – – –
AP
77
Advisors Preferred
Maryland
$41K +$4.57K +258 +12%
RBC
78
Roble Belko & Company
Pennsylvania
$35K – – –
BG
79
Bollard Group
Massachusetts
$29K – – –
Credit Agricole
80
Credit Agricole
France
$25K – – –
HNB
81
Huntington National Bank
Ohio
$21K -$21.3K -1,200 Closed
W
82
Wealthfront
California
$21K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$19K +$3.29K +186 +21%
MFS
84
MSI Financial Services
Massachusetts
$13K -$10.6K -600 -45%
BRWM
85
B. Riley Wealth Management
Tennessee
$13K – – –
RFA
86
Reilly Financial Advisors
California
$9K – – –
MAA
87
Managed Account Advisors
New Jersey
$7K +$6.8K +384 New
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$5K +$5.32K +300 New
AWA
89
AmeriServ Wealth Advisors
Pennsylvania
$5K +$5.32K +300 New
LWM
90
LBA Wealth Management
Florida
$4K – – –
WA
91
WFG Advisors
Texas
$4K – – –
SFI
92
SPC Financial Inc
Maryland
– -$5.03M -292,638 Closed
SMC
93
Smith, Moore & Co
Missouri
– -$207K -12,060 Closed
NAM
94
North American Management
Massachusetts
– -$206K -12,000 Closed
Creative Planning
95
Creative Planning
Kansas
– -$104K -6,030 Closed
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IGM Hedge Fund Activity: Q2 2015 in Review

91 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2015, worth a combined $304M — up 8.6% from $280M a quarter earlier.

Fund positioning in IGM was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.1M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $5.03M sold.

  • 91 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $304M of iShares Expanded Tech Sector ETF stock for Q2 2015, up 8.6% quarter-over-quarter.
  • 5 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2015 and 5 closed out, a net change of 0 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2015 was Morgan Stanley, an estimated $21.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2015 was SPC Financial Inc, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2015.