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iShares Expanded Tech Sector ETF
IGM

101 hedge funds and large institutions have $440M invested in iShares Expanded Tech Sector ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 98 → 101 (+3)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% less capital invested

Capital invested by funds: $442M → $440M (-$1.98M)

10.26% less ownership

Funds ownership: 273.7% → 263.44% (-10%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
34
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$11.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.06M
3
UBS Group
UBS Group
Switzerland
+$3.1M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.26M
5
Bank of America
Bank of America
North Carolina
+$2.12M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$10.3M
3
MYLI
Meiji Yasuda Life Insurance
Japan
-$5.93M
4
Jane Street
Jane Street
New York
-$4.56M
5
CS
Credit Suisse
Switzerland
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$177K -$864 -42 -0.5%
MCM
77
Manchester Capital Management
Vermont
$174K – – –
NFA
78
Nationwide Fund Advisors
Ohio
$166K -$459K -22,290 -73%
Creative Planning
79
Creative Planning
Kansas
$153K – – –
US Bancorp
80
US Bancorp
Minnesota
$130K – – –
MFS
81
MSI Financial Services
Massachusetts
$128K -$40K -1,944 -24%
PMFA
82
Plante Moran Financial Advisors
Michigan
$124K – – –
Barclays
83
Barclays
United Kingdom
$111K – – –
AG
84
Advisor Group
Arizona
$102K +$29.3K +1,422 +41%
PA
85
Parallel Advisors
California
$91K +$90.3K +4,392 New
WIM
86
Westside Investment Management
California
$64K +$61.7K +3,000 New
IA
87
IFP Advisors
Florida
$45K -$5.06K -246 -10%
RBC
88
Roble Belko & Company
Pennsylvania
$42K – – –
UBS AM
89
UBS AM
Illinois
$42K +$42.3K +2,058 New
FFW
90
Fusion Family Wealth
New York
$26K +$24.7K +1,200 New
HNB
91
Huntington National Bank
Ohio
$25K – – –
NFG
92
Next Financial Group
Texas
$21K – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$19K – – –
BGC
94
Blue Granite Capital
South Carolina
$19K +$18.5K +900 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.2K +690 New
RFA
96
Reilly Financial Advisors
California
$11K – – –
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$1.85K +90 +25%
AssetMark Inc
98
AssetMark Inc
California
$5K +$4.69K +228 New
LWM
99
LBA Wealth Management
Florida
$4K – – –
IWA
100
IBEX Wealth Advisors
New Jersey
$4K +$3.46K +168 New
1 2 3
4
5

IGM Hedge Fund Activity: Q4 2016 in Review

101 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2016, worth a combined $440M — down 0.45% from $442M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGM positions and 10 closed out — a net gain of 4 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.9M. The largest seller was Bank of Montreal, cutting an estimated $14.3M.

  • 101 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $440M of iShares Expanded Tech Sector ETF stock for Q4 2016, down 0.45% quarter-over-quarter.
  • 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2016 and 10 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2016 was Goldman Sachs, an estimated $11.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2016 was Bank of Montreal, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2016.