We are live on ! Find out more
IGM icon

iShares Expanded Tech Sector ETF
IGM

144 hedge funds and large institutions have $571M invested in iShares Expanded Tech Sector ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

3% more funds holding

Funds holding: 140 → 144 (+4)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

19.44% less ownership

Funds ownership: 273.98% → 254.54% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

26% less capital invested

Capital invested by funds: $774M → $571M (-$203M)

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
36
Reduced
39
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$2.68M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.8M
2
CS
Credit Suisse
Switzerland
+$9.03M
3
Goldman Sachs
Goldman Sachs
New York
+$8.85M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$86.4M
2
Citigroup
Citigroup
New York
-$18.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.36M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.96M
5
LPL Financial
LPL Financial
California
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$12K +$12.6K +408 New
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$10K -$18.9K -612 -63%
BWM
128
Baystate Wealth Management
Massachusetts
$10K – – –
HS
129
Horan Securities
United States
$10K – – –
RFA
130
Reilly Financial Advisors
California
$8K – – –
SFSIG
131
San Francisco Sentry Investment Group
California
$8K – – –
ESB
132
Essex Savings Bank
Connecticut
$7K +$7.05K +228 New
BWA
133
BDO Wealth Advisors
Florida
$6K – – –
HT
134
Heritage Trust
Oklahoma
$6K – – –
WCM
135
Whitener Capital Management
North Carolina
$6K – – –
LPWM
136
Lake Point Wealth Management
Texas
$5K +$5.01K +162 New
AIA
137
Alera Investment Advisors
Illinois
$5K +$5.75K +186 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$3K +$2.78K +90 New
PCM
139
Princeton Capital Management
New Jersey
$2K – – –
WT
140
Whittier Trust
California
$2K +$1.85K +60 New
GRP
141
Global Retirement Partners
California
$2K +$2.23K +72 New
TFA
142
Transamerica Financial Advisors
Florida
$1K – – –
MSA
143
Marino Stram & Associates
Massachusetts
$1K +$742 +24 New
NA
144
NewEdge Advisors
Louisiana
$810 +$217K +7,032 +33%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$5.36M -173,256 Closed
BCM
146
Beck Capital Management
Texas
– -$1.51M -43,254 Closed
FTS
147
Fifth Third Securities
Ohio
– -$1.33M -38,190 Closed
FAAS
148
First Allied Advisory Services
California
– -$713K -20,430 Closed
UIA
149
UBP Investment Advisors
Switzerland
– -$712K -20,400 Closed
SC
150
Slow Capital
California
– -$603K -17,268 Closed
3 4 5
6
7

IGM Hedge Fund Activity: Q4 2018 in Review

144 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q4 2018, worth a combined $571M — down 26% from $774M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGM positions and 21 closed out — a net gain of 4 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Bank of Montreal, cutting an estimated $86.4M.

  • 144 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q4 2018, up from 140 in Q3 2018.
  • Funds reported $571M of iShares Expanded Tech Sector ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 25 funds opened new iShares Expanded Tech Sector ETF positions in Q4 2018 and 21 closed out, a net change of +4 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q4 2018 was Bank of America, an estimated $14.8M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q4 2018 was Bank of Montreal, an estimated $86.4M sold.

Based on aggregated 13F filings for Q4 2018.