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iShares Expanded Tech Sector ETF
IGM

108 hedge funds and large institutions have $488M invested in iShares Expanded Tech Sector ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 103 → 108 (+5)

3% more capital invested

Capital invested by funds: $476M → $488M (+$12.6M)

8.47% less ownership

Funds ownership: 254.55% → 246.08% (-8.5%)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
12
Increased
27
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.85M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.56M
3
Goldman Sachs
Goldman Sachs
New York
+$2.51M
4
CS
Credit Suisse
Switzerland
+$1.61M
5
LPL Financial
LPL Financial
California
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.89M
2
TLIC
Thai Life Insurance Company
Thailand
-$3.81M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.72M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.2M
5
Morgan Stanley
Morgan Stanley
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
76
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215K – – –
VKH
77
Virtu KCG Holdings
New York
$215K +$577 +24 +0.3%
PAG
78
Pinnacle Advisory Group
Maryland
$214K -$14.4K -600 -6%
BG
79
Bollard Group
Massachusetts
$210K +$288 +12 +0.1%
IT
80
Independence Trust
Tennessee
$209K – – –
WA
81
WealthTrust Axiom
Pennsylvania
$206K +$205K +8,550 New
MCM
82
Manchester Capital Management
Vermont
$204K – – –
SFM
83
Signet Financial Management
New Jersey
$194K +$194K +8,064 New
US Bancorp
84
US Bancorp
Minnesota
$152K – – –
PMFA
85
Plante Moran Financial Advisors
Michigan
$145K – – –
Barclays
86
Barclays
United Kingdom
$130K – – –
PA
87
Parallel Advisors
California
$110K – – –
AG
88
Advisor Group
Arizona
$102K -$40.6K -1,692 -29%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96K +$95.4K +3,972 New
IA
90
IFP Advisors
Florida
$89K +$36.9K +1,536 +71%
WIM
91
Westside Investment Management
California
$73.4K – – –
NFG
92
Next Financial Group
Texas
$71K +$60.7K +2,526 +628%
SFSIG
93
San Francisco Sentry Investment Group
California
$56K +$55.8K +2,322 New
RBC
94
Roble Belko & Company
Pennsylvania
$49K – – –
AP
95
Advisors Preferred
Maryland
$38K +$37.5K +1,560 New
FFW
96
Fusion Family Wealth
New York
$29K – – –
HNB
97
Huntington National Bank
Ohio
$29K – – –
UBS AM
98
UBS AM
Illinois
$27.9K – – –
BGC
99
Blue Granite Capital
South Carolina
$22K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$22K – – –
1 2 3
4
5

IGM Hedge Fund Activity: Q2 2017 in Review

108 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2017, worth a combined $488M — up 2.6% from $476M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGM positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $2.85M. The largest seller was Susquehanna International Group, cutting an estimated $3.89M.

  • 108 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2017, up from 103 in Q1 2017.
  • Funds reported $488M of iShares Expanded Tech Sector ETF stock for Q2 2017, up 2.6% quarter-over-quarter.
  • 12 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2017 and 6 closed out, a net change of +6 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2017 was Federation des caisses Desjardins du Quebec, an estimated $2.85M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2017 was Susquehanna International Group, an estimated $3.89M sold.

Based on aggregated 13F filings for Q2 2017.