iShares Expanded Tech Sector ETF
140 hedge funds and large institutions have $774M invested in iShares Expanded Tech Sector ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $619M → $774M (+$156M)
18% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 39
17.15% more ownership
Funds ownership: 256.83% → 273.98% (+17%)
7% more funds holding
Funds holding: 131 → 140 (+9)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
64% less call options, than puts
Call options by funds: $837K | Put options by funds: $2.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$94.6M |
| 2 |
Citigroup
New York
|
+$19.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.25M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.8M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.3M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$3.57M |
| 4 |
Jane Street
New York
|
-$2.47M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.05M |
IGM Hedge Fund Activity: Q3 2018 in Review
140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2018, worth a combined $774M — up 25% from $619M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IGM positions and 8 closed out — a net gain of 10 holders — while 46 added to existing stakes and 39 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $94.6M. The largest seller was Morgan Stanley, cutting an estimated $10.8M.
- 140 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2018, up from 131 in Q2 2018.
- Funds reported $774M of iShares Expanded Tech Sector ETF stock for Q3 2018, up 25% quarter-over-quarter.
- 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2018 and 8 closed out, a net change of +10 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q3 2018 was Bank of Montreal, an estimated $94.6M added.
- The largest iShares Expanded Tech Sector ETF seller in Q3 2018 was Morgan Stanley, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2018.