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iShares Expanded Tech Sector ETF
IGM

157 hedge funds and large institutions have $704M invested in iShares Expanded Tech Sector ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8.13% more ownership

Funds ownership: 247.05% → 255.18% (+8.1%)

3% more funds holding

Funds holding: 153 → 157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
39
Reduced
42
Closed
13
Calls
$826K
Puts
–
Net Calls
+$826K
Net Calls Change
-$167K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$13.9M
2
SEIA
Signature Estate & Investment Advisors
California
+$13.8M
3
Jane Street
Jane Street
New York
+$8.31M
4
Goldman Sachs
Goldman Sachs
New York
+$3.63M
5
LPL Financial
LPL Financial
California
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$10.9M
2
Bank of America
Bank of America
North Carolina
-$5.08M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.36M
4
BCM
Barometer Capital Management
Ontario, Canada
-$2.26M
5
FTS
Fifth Third Securities
Ohio
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$571K – – –
IA
77
IFP Advisors
Florida
$545K +$555K +15,180 New
APA
78
American Portfolios Advisors
New York
$523K +$439 +12 +0.1%
KAH
79
Kathryn A. Hall
$519K – – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$518K -$16.7K -456 -3%
CB
81
Commerce Bank
Missouri
$486K – – –
PWM
82
Perigon Wealth Management
California
$478K – – –
HFA
83
High Falls Advisors
New York
$467K – – –
PAG
84
Private Advisor Group
New Jersey
$437K -$2.19K -60 -0.5%
BFO
85
Boston Family Office
Massachusetts
$434K – – –
SC
86
Slow Capital
California
$434K – – –
TCM
87
Tufton Capital Management
Maryland
$434K – – –
CAM
88
Cresset Asset Management
Illinois
$430K +$434K +11,880 New
PFS
89
Prospera Financial Services
Texas
$420K +$200K +5,478 +89%
RJT
90
Raymond James Trust
Florida
$392K +$396K +10,830 New
Citadel Advisors
91
Citadel Advisors
Florida
$383K +$388K +10,602 New
PSUF
92
People's United Financial
Connecticut
$369K -$73.1K -1,998 -16%
TA
93
Tiedemann Advisors
New York
$368K +$372K +10,182 New
DADC
94
D.A. Davidson & Co
Montana
$347K -$11K -300 -3%
MCM
95
Murphy Capital Management
New Jersey
$339K – – –
Creative Planning
96
Creative Planning
Kansas
$334K +$439 +12 +0.1%
RG
97
Rathbones Group
United Kingdom
$332K – – –
EB
98
Eastern Bank
Massachusetts
$326K – – –
CWM
99
Cornerstone Wealth Management
Missouri
$320K -$16.9K -462 -5%
BG
100
Bollard Group
Massachusetts
$319K +$219 +6 +0.1%
2 3
4
5 6

IGM Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2019, worth a combined $704M — up 4% from $677M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGM positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $10.9M.

  • 157 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $704M of iShares Expanded Tech Sector ETF stock for Q3 2019, up 4% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2019 and 13 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2019 was Credit Suisse, an estimated $13.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2019 was Deutsche Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.