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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
29
Increased
41
Reduced
57
Closed
23
Calls
$7.99M
Puts
$629K
Net Calls
+$7.36M
Net Calls Change
+$3.59M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
JWM
2
JGP Wealth Management
Oregon
$17.3M
3
SCA
3
Stuart Chaussee & Associates
California
$14.3M
4
SFS
4
Strategic Financial Services
New York
$11.5M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$10.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
CS
2
Credit Suisse
Switzerland
$3.79M
3
EH
3
Equitable Holdings
New York
$72.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K
5
Bank of America
5
Bank of America
North Carolina
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
76
Fort Pitt Capital Group
Pennsylvania
$858K – – –
GWM
77
Geneos Wealth Management
Colorado
$811K +$7.47K +216 +0.9%
LFS
78
Legacy Financial Strategies
Kansas
$799K +$14.4K +408 +2%
M&T Bank
79
M&T Bank
New York
$787K +$787K +22,302 New
TA
80
Tiedemann Advisors
New York
$768K +$402K +11,406 +110%
Prudential Financial
81
Prudential Financial
New Jersey
$755K +$755K +21,384 New
AAS
82
Avantax Advisory Services
Texas
$740K -$230K -6,510 -24%
KA
83
Kovack Advisors
Florida
$651K +$651K +18,450 New
TFF
84
The Family Firm
Maryland
$635K +$23.7K +672 +4%
SMC
85
Smith, Moore & Co
Missouri
$626K +$45.5K +1,290 +8%
CSIC
86
Clifford Swan Investment Counsel
California
$604K – – –
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$543K -$14K -396 -3%
CRWM
88
Castle Rock Wealth Management
California
$531K +$281K +6,768 +113%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$527K -$228K -6,462 -30%
APA
90
American Portfolios Advisors
New York
$512K +$9.11K +258 +2%
KAH
91
Kathryn A. Hall
$507K – – –
IA
92
IFP Advisors
Florida
$502K -$9.54K -264 -2%
Brown Advisory
93
Brown Advisory
Maryland
$476K +$476K +13,482 New
CB
94
Commerce Bank
Missouri
$474K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$440K -$370K -10,476 -46%
NF
96
Nikulski Financial
Iowa
$437K +$437K +12,384 New
PWM
97
Perigon Wealth Management
California
$429K -$53.9K -1,440 -11%
BFO
98
Boston Family Office
Massachusetts
$424K – – –
TCM
99
Tufton Capital Management
Maryland
$423K – – –
Creative Planning
100
Creative Planning
Kansas
$421K -$7.84K -222 -2%
2 3
4
5 6