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iShares Expanded Tech Sector ETF
IGM

168 hedge funds and large institutions have $775M invested in iShares Expanded Tech Sector ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

10% more capital invested

Capital invested by funds: $704M → $775M (+$70.5M)

7% more funds holding

Funds holding: 157 → 168 (+11)

0.35% more ownership

Funds ownership: 255.18% → 255.53% (+0.35%)

Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
3.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
34
Increased
52
Reduced
36
Closed
20
Calls
$3.77M
Puts
–
Net Calls
+$3.77M
Net Calls Change
+$2.94M

Top Buyers

1
SI
Stephens Inc
Arkansas
+$7.67M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.05M
3
Truist Financial
Truist Financial
North Carolina
+$3.81M
4
Goldman Sachs
Goldman Sachs
New York
+$2.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.37M

Top Sellers

1
Axa
Axa
France
-$78.4M
2
SEIA
Signature Estate & Investment Advisors
California
-$15.7M
3
Jane Street
Jane Street
New York
-$10.3M
4
CS
Credit Suisse
Switzerland
-$7.18M
5
SCP
Syntal Capital Partners
Texas
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$864K -$67.9K -1,782 -8%
TFF
77
The Family Firm
Maryland
$699K -$33.1K -870 -5%
CSIC
78
Clifford Swan Investment Counsel
California
$690K – – –
SMC
79
Smith, Moore & Co
Missouri
$663K -$48K -1,260 -7%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$637K -$17.4K -456 -3%
NFG
81
Next Financial Group
Texas
$631K -$5.71K -150 -1%
KAH
82
Kathryn A. Hall
$579K – – –
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$579K +$457 +12 +0.1%
APA
84
American Portfolios Advisors
New York
$576K -$7.31K -192 -1%
IA
85
IFP Advisors
Florida
$574K -$39.1K -1,026 -7%
CB
86
Commerce Bank
Missouri
$543K – – –
PWM
87
Perigon Wealth Management
California
$530K – – –
HFA
88
High Falls Advisors
New York
$521K – – –
PAG
89
Private Advisor Group
New Jersey
$494K +$5.94K +156 +1%
Creative Planning
90
Creative Planning
Kansas
$490K +$111K +2,916 +32%
BFO
91
Boston Family Office
Massachusetts
$484K – – –
SC
92
Slow Capital
California
$484K – – –
TCM
93
Tufton Capital Management
Maryland
$484K – – –
CAM
94
Cresset Asset Management
Illinois
$479K – – –
RJT
95
Raymond James Trust
Florida
$474K +$34.5K +906 +8%
PFS
96
Prospera Financial Services
Texas
$441K -$26.3K -690 -6%
TA
97
Tiedemann Advisors
New York
$420K +$6.86K +180 +2%
PSUF
98
People's United Financial
Connecticut
$412K – – –
SWM
99
Sequoia Wealth Management
Illinois
$395K -$291K -7,638 -44%
DADC
100
D.A. Davidson & Co
Montana
$387K – – –
2 3
4
5 6

IGM Hedge Fund Activity: Q4 2019 in Review

168 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2019, worth a combined $775M — up 10% from $704M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGM positions and 20 closed out — a net gain of 14 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $7.67M. The largest seller was Axa, exiting entirely with an estimated $78.4M sold.

  • 168 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2019, up from 157 in Q3 2019.
  • Funds reported $775M of iShares Expanded Tech Sector ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 34 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2019 and 20 closed out, a net change of +14 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2019 was Stephens Inc, an estimated $7.67M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2019 was Axa, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2019.