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iShares Expanded Tech Sector ETF

89 hedge funds and large institutions have $296M invested in iShares Expanded Tech Sector ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15.62% less ownership

Funds ownership: 244.95%229.33% (-16%)

16% less capital invested

Capital invested by funds: $352M → $296M (-$56M)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
24
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$115K
Creative Planning
77
Creative Planning
Kansas
$114K
PMFA
78
Plante Moran Financial Advisors
Michigan
$110K
Barclays
79
Barclays
United Kingdom
$99K +$98.9K +5,400 New
IA
80
IFP Advisors
Florida
$44K +$44K +2,400 New
RBC
81
Roble Belko & Company
Pennsylvania
$37K
BG
82
Bollard Group
Massachusetts
$31K +$110 +6 +0.4%
HNB
83
Huntington National Bank
Ohio
$22K
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$16K
RFA
85
Reilly Financial Advisors
California
$10K
CCS
86
Crosspoint Capital Strategies
California
$8K +$8.13K +444 New
NFG
87
Next Financial Group
Texas
$7K
LWM
88
LBA Wealth Management
Florida
$4K
TFA
89
Transamerica Financial Advisors
Florida
$2K -$47.7K -2,604 -97%
Lazard Asset Management
90
Lazard Asset Management
New York
-$5.71M -309,804 Closed
FMP
91
Financial Management Professionals
Texas
-$2.74M -148,536 Closed
AIG
92
American International Group
New York
-$1.62M -87,636 Closed
CIBC World Market
93
CIBC World Market
Ontario, Canada
-$438K -23,748 Closed
NFA
94
Nationwide Fund Advisors
Ohio
-$206K -11,160 Closed
TRCT
95
Tower Research Capital (TRC)
New York
-$40K -2,154 Closed
TFO
96
Tarbox Family Office
California
-$6K -300 Closed

IGM Hedge Fund Activity: Q2 2016 in Review

89 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2016, worth a combined $296M — down 16% from $352M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IGM positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 38 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.98M. The largest seller was Bank of Montreal, cutting an estimated $29.3M.

  • 89 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $296M of iShares Expanded Tech Sector ETF stock for Q2 2016, down 16% quarter-over-quarter.
  • 8 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2016 and 7 closed out, a net change of +1 holder.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $3.98M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2016 was Bank of Montreal, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2016.