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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

129 hedge funds and large institutions have $700M invested in iShares Expanded Tech Sector ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
40
Reduced
39
Closed
6
Calls
$6.39M
Puts
$2.64M
Net Calls
+$3.75M
Net Calls Change
+$2.94M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$118M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$7.37M
4
CS
4
Credit Suisse
Switzerland
$13.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$42.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$45.4M
2
Axa
2
Axa
France
$71.5M
3
UBS Group
3
UBS Group
Switzerland
$24.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.7M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
101
Signet Financial Management
New Jersey
$205K -$43.8K -1,464 -18%
US Bancorp
102
US Bancorp
Minnesota
$188K – – –
PMFA
103
Plante Moran Financial Advisors
Michigan
$179K – – –
PCG
104
Private Capital Group
Connecticut
$179K – – –
Barclays
105
Barclays
United Kingdom
$161K – – –
WIM
106
Westside Investment Management
California
$157K +$34.9K +1,200 +29%
PA
107
Parallel Advisors
California
$131K – – –
IA
108
IFP Advisors
Florida
$113K – – –
SC
109
Slow Capital
California
$104K -$19.8K -660 -16%
SWP
110
Stratos Wealth Partners
Ohio
$90K +$90K +3,000 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K -$49.2K -1,644 -40%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$72K +$45K +1,500 +167%
SFSIG
113
San Francisco Sentry Investment Group
California
$69K – – –
WF
114
WealthTrust Fairport
Ohio
$48K +$48K +1,614 New
AP
115
Advisors Preferred
Maryland
$44K -$79.4K -2,652 -64%
BWL
116
Bogart Wealth LLC
Virginia
$44K – – –
FFW
117
Fusion Family Wealth
New York
$36K – – –
HNB
118
Huntington National Bank
Ohio
$36K -$50K – –
UBS AM
119
UBS AM
Illinois
$34.6K – – –
IBOK
120
Independence Bank of Kentucky
Kentucky
$29K – – –
MGIA
121
Moneta Group Investment Advisors
Missouri
$22K +$22K +750 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
HS
123
Horan Securities
United States
$10K – – –
BWM
124
Baystate Wealth Management
Massachusetts
$10K +$10K +324 New
RFA
125
Reilly Financial Advisors
California
$8K – – –
2 3 4
5
6