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iShares Expanded Tech Sector ETF

103 hedge funds and large institutions have $476M invested in iShares Expanded Tech Sector ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $440M → $476M (+$35.9M)

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8.89% less ownership

Funds ownership: 263.44%254.55% (-8.9%)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
28
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
76
Virtu KCG Holdings
New York
$205K -$759K -34,176 -79%
BG
77
Bollard Group
Massachusetts
$201K +$400 +18 +0.2%
IT
78
Independence Trust
Tennessee
$200K +$193K +8,676 New
MCM
79
Manchester Capital Management
Vermont
$195K
Creative Planning
80
Creative Planning
Kansas
$193K +$20.3K +912 +12%
US Bancorp
81
US Bancorp
Minnesota
$145K
PMFA
82
Plante Moran Financial Advisors
Michigan
$138K
AG
83
Advisor Group
Arizona
$137K +$21.7K +978 +20%
Barclays
84
Barclays
United Kingdom
$125K
PA
85
Parallel Advisors
California
$105K
WIM
86
Westside Investment Management
California
$68.8K
IA
87
IFP Advisors
Florida
$50K
RBC
88
Roble Belko & Company
Pennsylvania
$47K
FFW
89
Fusion Family Wealth
New York
$28K
HNB
90
Huntington National Bank
Ohio
$28K
UBS AM
91
UBS AM
Illinois
$26.7K -$20K -900 -44%
BGC
92
Blue Granite Capital
South Carolina
$21K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$21K
IWM
94
IHT Wealth Management
Illinois
$19K +$18.4K +828 New
NFG
95
Next Financial Group
Texas
$10K -$13.3K -600 -60%
RFA
96
Reilly Financial Advisors
California
$7K -$5.33K -240 -46%
HS
97
Horan Securities
United States
$7K +$7.33K +330 New
LWM
98
LBA Wealth Management
Florida
$5K
EWM
99
Evercore Wealth Management
New York
$5K +$4.4K +198 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$4K -$11.5K -516 -75%

IGM Hedge Fund Activity: Q1 2017 in Review

103 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q1 2017, worth a combined $476M — up 8.2% from $440M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGM positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 39 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $5.39M. The largest seller was Envestnet Asset Management, cutting an estimated $16.4M.

  • 103 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q1 2017, up from 101 in Q4 2016.
  • Funds reported $476M of iShares Expanded Tech Sector ETF stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 13 funds opened new iShares Expanded Tech Sector ETF positions in Q1 2017 and 10 closed out, a net change of +3 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q1 2017 was Lazard Asset Management, an estimated $5.39M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q1 2017 was Envestnet Asset Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2017.