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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

129 hedge funds and large institutions have $700M invested in iShares Expanded Tech Sector ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
40
Reduced
39
Closed
6
Calls
$6.39M
Puts
$2.64M
Net Calls
+$3.75M
Net Calls Change
+$2.94M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$118M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.37M
4
CS
4
Credit Suisse
Switzerland
$13.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$45.4M
2
Axa
2
Axa
France
$71.5M
3
UBS Group
3
UBS Group
Switzerland
$24.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.7M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Commerce Bank
Missouri
$418K +$5.39K +180 +1%
PWM
77
Perigon Wealth Management
California
$413K -$18K -600 -4%
Creative Planning
78
Creative Planning
Kansas
$409K -$64.3K -2,154 -14%
TFF
79
The Family Firm
Maryland
$405K -$134K -4,482 -25%
Stifel Financial
80
Stifel Financial
Missouri
$360K +$116K +3,882 +48%
Northern Trust
81
Northern Trust
Illinois
$359K – – –
BFO
82
Boston Family Office
Massachusetts
$359K – – –
PSUF
83
People's United Financial
Connecticut
$330K -$3.05K -102 -0.9%
PAG
84
Pinnacle Advisory Group
Maryland
$270K -$10.8K -360 -4%
EB
85
Eastern Bank
Massachusetts
$269K – – –
SJIM
86
St. Johns Investment Management
Florida
$263K -$58.3K -1,950 -18%
BG
87
Bollard Group
Massachusetts
$262K +$180 +6 +0.1%
GFP
88
Gryphon Financial Partners
Ohio
$260K – – –
ATC
89
Argent Trust Co
Tennessee
$259K +$259K +8,676 New
Mariner
90
Mariner
Kansas
$258K -$15.6K -522 -6%
WA
91
WealthTrust Axiom
Pennsylvania
$255K – – –
MCM
92
Manchester Capital Management
Vermont
$253K – – –
DADC
93
D.A. Davidson & Co
Montana
$251K – – –
PWAG
94
Polaris Wealth Advisory Group
California
$247K – – –
MCM
95
Murphy Capital Management
New Jersey
$238K -$96.6K -3,240 -29%
CAM
96
Concorde Asset Management
Michigan
$231K +$181 +6 +0.1%
PBO
97
Peoples Bank (Ohio)
Ohio
$228K -$69.1K -2,310 -23%
PL
98
Plancorp LLC
Missouri
$223K – – –
PAG
99
Private Advisor Group
New Jersey
$221K +$221K +7,386 New
AG
100
Advisor Group
Arizona
$215K -$7.71K -258 -3%
2 3
4
5 6