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iShares Expanded Tech Sector ETF
IGM

157 hedge funds and large institutions have $704M invested in iShares Expanded Tech Sector ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8.13% more ownership

Funds ownership: 247.05% → 255.18% (+8.1%)

3% more funds holding

Funds holding: 153 → 157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
39
Reduced
42
Closed
13
Calls
$826K
Puts
–
Net Calls
+$826K
Net Calls Change
-$167K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$13.9M
2
SEIA
Signature Estate & Investment Advisors
California
+$13.8M
3
Jane Street
Jane Street
New York
+$8.31M
4
Goldman Sachs
Goldman Sachs
New York
+$3.63M
5
LPL Financial
LPL Financial
California
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$10.9M
2
Bank of America
Bank of America
North Carolina
-$5.08M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.36M
4
BCM
Barometer Capital Management
Ontario, Canada
-$2.26M
5
FTS
Fifth Third Securities
Ohio
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
101
Gryphon Financial Partners
Ohio
$315K – – –
ATC
102
Argent Trust Co
Tennessee
$314K – – –
MCM
103
Manchester Capital Management
Vermont
$306K – – –
PWAG
104
Polaris Wealth Advisory Group
California
$291K – – –
WA
105
WealthTrust Axiom
Pennsylvania
$287K – – –
SJIM
106
St. Johns Investment Management
Florida
$281K -$8.78K -240 -3%
GIA
107
Gladstone Institutional Advisory
Florida
$280K -$22.8K -624 -7%
FNBOSM
108
First National Bank of South Miami
Florida
$280K – – –
FSA
109
Fort Sheridan Advisors
Illinois
$271K – – –
NAMP
110
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K +$26.3K +720 +11%
CAM
111
Concorde Asset Management
Michigan
$261K – – –
US Bancorp
112
US Bancorp
Minnesota
$248K +$21.9K +600 +10%
CAN
113
Cetera Advisor Networks
California
$242K -$5.05K -138 -2%
PG
114
Patten Group
Tennessee
$242K – – –
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$241K +$244K +6,660 New
SPC
116
Sigma Planning Corp
Michigan
$236K +$13.8K +378 +6%
CRWM
117
Castle Rock Wealth Management
California
$229K +$219K +6,000 New
SAM
118
Sawgrass Asset Management
Florida
$228K – – –
SSWM
119
Smith Salley Wealth Management
North Carolina
$218K +$221K +6,030 New
HVIA
120
Hudson Valley Investment Advisors
New York
$217K – – –
PMFA
121
Plante Moran Financial Advisors
Michigan
$217K – – –
PBO
122
Peoples Bank (Ohio)
Ohio
$215K – – –
SCA
123
Snowden Capital Advisors
New York
$211K +$213K +5,820 New
MML Investors Services
124
MML Investors Services
Massachusetts
$203K -$714K -19,530 -78%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$169K +$96.1K +2,628 +129%
3 4
5
6 7

IGM Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2019, worth a combined $704M — up 4% from $677M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGM positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.9M. The largest seller was Deutsche Bank, cutting an estimated $10.9M.

  • 157 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $704M of iShares Expanded Tech Sector ETF stock for Q3 2019, up 4% quarter-over-quarter.
  • 18 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2019 and 13 closed out, a net change of +5 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2019 was Credit Suisse, an estimated $13.9M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2019 was Deutsche Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.