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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

131 hedge funds and large institutions have $619M invested in iShares Expanded Tech Sector ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
39
Reduced
42
Closed
8
Calls
$2.2M
Puts
$3.4M
Net Calls
-$1.2M
Net Calls Change
-$4.95M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.19M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.4M
4
UBS Group
4
UBS Group
Switzerland
$29.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.27M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.44M
2
CS
2
Credit Suisse
Switzerland
$5.24M
3
SEIA
3
Signature Estate & Investment Advisors
California
$35.7M
4
CF
4
Centaurus Financial
California
$306K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Commerce Bank
Missouri
$452K +$2.9K +90 +0.6%
Renaissance Technologies
77
Renaissance Technologies
New York
$444K -$96.5K -3,000 -18%
PWM
78
Perigon Wealth Management
California
$444K – – –
TFF
79
The Family Firm
Maryland
$436K – – –
BFO
80
Boston Family Office
Massachusetts
$386K – – –
TCM
81
Tufton Capital Management
Maryland
$385K -$135K -4,200 -26%
PSUF
82
People's United Financial
Connecticut
$355K – – –
PAG
83
Private Advisor Group
New Jersey
$331K +$90.8K +2,790 +38%
PAG
84
Pinnacle Advisory Group
Maryland
$326K +$35.5K +1,104 +12%
CF
85
Centaurus Financial
California
$306K -$3.94M -122,364 -93%
EB
86
Eastern Bank
Massachusetts
$289K – – –
ATC
87
Argent Trust Co
Tennessee
$287K +$8.1K +252 +3%
SJIM
88
St. Johns Investment Management
Florida
$283K – – –
BG
89
Bollard Group
Massachusetts
$281K – – –
GFP
90
Gryphon Financial Partners
Ohio
$280K – – –
Mariner
91
Mariner
Kansas
$274K -$3.09K -96 -1%
MCM
92
Manchester Capital Management
Vermont
$272K – – –
DADC
93
D.A. Davidson & Co
Montana
$270K – – –
AG
94
Advisor Group
Arizona
$256K +$24.7K +768 +11%
WA
95
WealthTrust Axiom
Pennsylvania
$255K -$19.2K -600 -7%
CAM
96
Concorde Asset Management
Michigan
$247K – – –
Northern Trust
97
Northern Trust
Illinois
$240K -$146K -4,536 -38%
PL
98
Plancorp LLC
Missouri
$240K – – –
MCM
99
Murphy Capital Management
New Jersey
$227K -$28.9K -900 -11%
PBO
100
Peoples Bank (Ohio)
Ohio
$221K -$23.7K -738 -10%
2 3
4
5 6