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iShares Expanded Tech Sector ETF
IGM

213 hedge funds and large institutions have $1.2B invested in iShares Expanded Tech Sector ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,357% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $1.02M

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

17% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$174M)

9% more funds holding

Funds holding: 196 → 213 (+17)

8.1% more ownership

Funds ownership: 256.53% → 264.63% (+8.1%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
4.3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
32
Increased
50
Reduced
65
Closed
14
Calls
$25.1M
Puts
$1.02M
Net Calls
+$24.1M
Net Calls Change
+$2.22M

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$45.1M
2
BJ
Brouwer & Janachowski
California
+$17.4M
3
HGWM
Horst & Graben Wealth Management
Oregon
+$8.2M
4
PBCM
Point Break Capital Management
Florida
+$7.29M
5
Goldman Sachs
Goldman Sachs
New York
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.74M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.62M
4
RJA
Raymond James & Associates
Florida
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
101
Brown Advisory
Maryland
$694K -$28.1K -558 -4%
CB
102
Commerce Bank
Missouri
$692K – – –
APA
103
American Portfolios Advisors
New York
$685K -$33.3K -660 -5%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$681K -$120K -2,376 -15%
BFO
105
Boston Family Office
Massachusetts
$618K – – –
TCM
106
Tufton Capital Management
Maryland
$618K – – –
SA
107
Silversage Advisors
California
$617K -$2.14M -42,450 -78%
SC
108
Slow Capital
California
$616K +$603K +11,958 New
CAM
109
Cresset Asset Management
Illinois
$612K – – –
AAS
110
Avantax Advisory Services
Texas
$608K +$592K +11,742 New
PWM
111
Perigon Wealth Management
California
$590K – – –
Creative Planning
112
Creative Planning
Kansas
$569K +$303 +6 +0.1%
BF
113
Blankinship & Foster
California
$550K +$15.1K +300 +3%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$547K +$536K +10,620 New
KAH
115
Kathryn A. Hall
$515K – – –
PSUF
116
People's United Financial
Connecticut
$514K – – –
CFD
117
Creative Financial Designs
Indiana
$492K +$251K +4,980 +109%
PWLP
118
Prio Wealth Limited Partnership
Massachusetts
$487K – – –
CA
119
Calton & Associates
Florida
$486K +$116K +2,304 +32%
MCM
120
Murphy Capital Management
New Jersey
$483K – – –
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478K -$259K -5,136 -36%
RG
122
Rathbones Group
United Kingdom
$473K – – –
EB
123
Eastern Bank
Massachusetts
$464K – – –
SCA
124
Snowden Capital Advisors
New York
$461K -$69K -1,368 -13%
BG
125
Bollard Group
Massachusetts
$456K +$303 +6 +0.1%
3 4
5
6 7

IGM Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2020, worth a combined $1.2B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGM positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $45.1M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 213 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2020, up from 196 in Q2 2020.
  • Funds reported $1.2B of iShares Expanded Tech Sector ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 32 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2020 and 14 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2020 was Equitable Holdings, an estimated $45.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2020 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2020.