iShares Expanded Tech Sector ETF
IGM
108 hedge funds and large institutions have $488M invested in iShares Expanded Tech Sector ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 103 → 108 (+5)
3% more capital invested
Capital invested by funds: $476M → $488M (+$12.6M)
8.47% less ownership
Funds ownership: 254.55% → 246.08% (-8.5%)
27% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$2.85M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.56M |
| 3 |
Goldman Sachs
New York
|
+$2.51M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.61M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.89M |
| 2 |
TLIC
Thai Life Insurance Company
Bangkok,
Thailand
|
-$3.81M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.72M |
| 4 |
Lazard Asset Management
New York
|
-$3.2M |
| 5 |
Morgan Stanley
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
101
Advisory Services Network
Atlanta,
Georgia
| $20K | +$20.2K | +840 | New |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $15K | +$11.2K | +468 | +269% |
|
|
HS
103
Horan Securities
Cincinnati,
United States
| $8K | – | – | – |
|
|
RFA
104
Reilly Financial Advisors
La Mesa,
California
| $7K | – | – | – |
|
|
EWM
105
Evercore Wealth Management
New York
| $5K | – | – | – |
|
|
BWA
106
BDO Wealth Advisors
Jacksonville,
Florida
| $5K | +$5.04K | +210 | New |
|
|
TFA
107
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
IWM
108
IHT Wealth Management
Chicago,
Illinois
| $36 | +$1.06M | +44,088 | +5,325% |
|
109
Citadel Advisors
Miami,
Florida
| – | -$842K | -36,468 | Closed |
|
|
TW
110
Transform Wealth
Greenwood Village,
Colorado
| – | -$584K | -25,296 | Closed |
|
|
NFA
111
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$415K | -18,000 | Closed |
|
112
Franklin Resources
San Mateo,
California
| – | -$208K | -9,006 | Closed |
|
|
HCA
113
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$1.52K | -66 | Closed |
|
IGM Hedge Fund Activity: Q2 2017 in Review
108 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2017, worth a combined $488M — up 2.6% from $476M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IGM positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 37 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $2.85M. The largest seller was Susquehanna International Group, cutting an estimated $3.89M.
- 108 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2017, up from 103 in Q1 2017.
- Funds reported $488M of iShares Expanded Tech Sector ETF stock for Q2 2017, up 2.6% quarter-over-quarter.
- 12 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2017 and 6 closed out, a net change of +6 holders.
- The largest iShares Expanded Tech Sector ETF buyer in Q2 2017 was Federation des caisses Desjardins du Quebec, an estimated $2.85M added.
- The largest iShares Expanded Tech Sector ETF seller in Q2 2017 was Susquehanna International Group, an estimated $3.89M sold.
Based on aggregated 13F filings for Q2 2017.