We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more funds holding

Funds holding: 170196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46%256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$1.34M +$1.21M +28,872 New
BRWA
77
B. Riley Wealth Advisors
Florida
$1.27M -$75.6K -1,800 -6%
CFGS
78
Concourse Financial Group Securities
Alabama
$1.16M +$1.05M +24,876 New
CG
79
Cutler Group
California
$1.09M +$983K +23,400 New
HB
80
Horizon Bancorp
Indiana
$1.08M -$117K -2,778 -11%
LFS
81
Legacy Financial Strategies
Kansas
$1.07M +$17.9K +426 +2%
GWM
82
Geneos Wealth Management
Colorado
$1.05M -$7.31K -174 -0.7%
M&T Bank
83
M&T Bank
New York
$1.05M +$11.3K +270 +1%
TFA
84
Teamwork Financial Advisors
Texas
$1.04M +$941K +22,380 New
TA
85
Tiedemann Advisors
New York
$991K -$19.7K -468 -2%
FPCG
86
Fort Pitt Capital Group
Pennsylvania
$986K -$131K -3,108 -13%
JIP
87
Jaffetilchin Investment Partners
Florida
$911K +$823K +19,584 New
SMC
88
Smith, Moore & Co
Missouri
$906K +$73.1K +1,740 +10%
KA
89
Kovack Advisors
Florida
$898K +$35.6K +846 +5%
TFF
90
The Family Firm
Maryland
$839K +$1.76K +42 +0.2%
SS
91
Sunbelt Securities
Texas
$807K +$438K +10,416 +150%
CSIC
92
Clifford Swan Investment Counsel
California
$796K
JMPWA
93
JP Morgan Private Wealth Advisors
California
$726K +$9.08K +216 +1%
Renaissance Technologies
94
Renaissance Technologies
New York
$726K +$656K +15,600 New
Baird Financial Group
95
Baird Financial Group
Wisconsin
$709K +$12.6K +300 +2%
NF
96
Nikulski Financial
Iowa
$679K +$93.3K +2,220 +18%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$670K +$185K +4,404 +44%
PFS
98
Prospera Financial Services
Texas
$669K +$219K +5,220 +57%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$668K -$812K -19,320 -57%
Brown Advisory
100
Brown Advisory
Maryland
$653K +$23.4K +558 +4%

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.