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iShares Expanded Tech Sector ETF
IGM

153 hedge funds and large institutions have $677M invested in iShares Expanded Tech Sector ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $659M → $677M (+$18.1M)

0% more funds holding

Funds holding: 153 → 153 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.96% less ownership

Funds ownership: 248.01% → 247.05% (-0.96%)

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
50
Reduced
38
Closed
15
Calls
$993K
Puts
–
Net Calls
+$993K
Net Calls Change
+$1.24M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.44M
2
SCP
Syntal Capital Partners
Texas
+$3.89M
3
CS
Credit Suisse
Switzerland
+$2.68M
4
Bank of America
Bank of America
North Carolina
+$2.06M
5
PS
Portfolio Strategies
New York
+$2.01M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$21.2M
2
Wells Fargo
Wells Fargo
California
-$3.28M
3
DWM
Destination Wealth Management
California
-$2M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$302K +$297K +8,400 New
PWAG
102
Polaris Wealth Advisory Group
California
$301K – – –
GIA
103
Gladstone Institutional Advisory
Florida
$301K +$296K +8,364 New
SWM
104
Sequoia Wealth Management
Illinois
$300K -$404K -11,418 -59%
FNBOSM
105
First National Bank of South Miami
Florida
$288K +$23.3K +660 +9%
SJIM
106
St. Johns Investment Management
Florida
$287K – – –
WA
107
WealthTrust Axiom
Pennsylvania
$285K – – –
IFA
108
Interactive Financial Advisors
Illinois
$278K +$274K +7,746 New
FSA
109
Fort Sheridan Advisors
Illinois
$270K -$11.9K -336 -4%
CAM
110
Concorde Asset Management
Michigan
$260K +$424 +12 +0.2%
CAN
111
Cetera Advisor Networks
California
$246K +$4.03K +114 +2%
PG
112
Patten Group
Tennessee
$240K – – –
NAMP
113
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$234K – – –
SAM
114
Sawgrass Asset Management
Florida
$226K – – –
US Bancorp
115
US Bancorp
Minnesota
$226K – – –
PFS
116
Prospera Financial Services
Texas
$223K +$217K +6,138 New
SPC
117
Sigma Planning Corp
Michigan
$221K -$33.1K -936 -13%
HVIA
118
Hudson Valley Investment Advisors
New York
$216K – – –
PMFA
119
Plante Moran Financial Advisors
Michigan
$216K – – –
PBO
120
Peoples Bank (Ohio)
Ohio
$213K -$848 -24 -0.4%
PA
121
Parallel Advisors
California
$158K – – –
PCG
122
Private Capital Group
Connecticut
$155K +$15.9K +450 +10%
Simplex Trading
123
Simplex Trading
Illinois
$143K +$141K +3,990 New
SFA
124
Semmax Financial Advisors
North Carolina
$135K – – –
CWA
125
Clarus Wealth Advisors
Arizona
$119K – – –
3 4
5
6 7

IGM Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2019, worth a combined $677M — up 2.7% from $659M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGM positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.44M. The largest seller was Deutsche Bank, cutting an estimated $21.2M.

  • 153 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $677M of iShares Expanded Tech Sector ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 19 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2019 and 15 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2019 was Goldman Sachs, an estimated $4.44M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2019 was Deutsche Bank, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2019.