iShares Expanded Tech Sector ETF
101 hedge funds and large institutions have $440M invested in iShares Expanded Tech Sector ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
3% more funds holding
Funds holding: 98 → 101 (+3)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
0% less capital invested
Capital invested by funds: $442M → $440M (-$1.98M)
10.26% less ownership
Funds ownership: 273.7% → 263.44% (-10%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$11.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.1M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.12M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.3M |
| 2 |
Lazard Asset Management
New York
|
-$10.3M |
| 3 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$5.93M |
| 4 |
Jane Street
New York
|
-$4.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
101
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
MYLI
102
Meiji Yasuda Life Insurance
Tokyo,
Japan
| – | -$5.93M | -288,000 | Closed |
|
|
103
Jane Street
New York
| – | -$4.56M | -221,454 | Closed |
|
|
CS
104
Credit Suisse
Zurich,
Switzerland
| – | -$2.97M | -144,060 | Closed |
|
|
BCM
105
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$1.29M | -62,400 | Closed |
|
|
NAMP
106
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| – | -$975K | -47,310 | Closed |
|
|
CWM
107
Concert Wealth Management
San Jose,
California
| – | -$340K | -16,464 | Closed |
|
108
Millennium Management
New York
| – | -$283K | -13,740 | Closed |
|
|
AP
109
Advisors Preferred
Rockville,
Maryland
| – | -$52K | -2,514 | Closed |
|
|
CCS
110
Crosspoint Capital Strategies
Orinda,
California
| – | -$9K | -444 | Closed |
|
IGM Hedge Fund Activity: Q4 2016 in Review
101 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2016, worth a combined $440M — down 0.45% from $442M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IGM positions and 10 closed out — a net gain of 4 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $11.9M. The largest seller was Bank of Montreal, cutting an estimated $14.3M.
- 101 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2016, up from 98 in Q3 2016.
- Funds reported $440M of iShares Expanded Tech Sector ETF stock for Q4 2016, down 0.45% quarter-over-quarter.
- 14 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2016 and 10 closed out, a net change of +4 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q4 2016 was Goldman Sachs, an estimated $11.9M added.
- The largest iShares Expanded Tech Sector ETF seller in Q4 2016 was Bank of Montreal, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2016.