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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$92K +$16.1K +456 +22%
BWP
127
Baldwin Wealth Partners
Massachusetts
$89K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$73K +$8.48K +240 +13%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$56K +$55.4K +1,566 New
BWL
130
Bogart Wealth LLC
Virginia
$51K – – –
DWM
131
Doyle Wealth Management
Florida
$43K +$42.4K +1,200 New
UBS AM
132
UBS AM
Illinois
$41.6K – – –
IBOK
133
Independence Bank of Kentucky
Kentucky
$35K – – –
CFG
134
Citizens Financial Group
Rhode Island
$18K +$18K +510 New
CAL
135
Capital Analysts LLC
Pennsylvania
$16K – – –
MIM
136
Macroview Investment Management
Maryland
$14K -$10.2K -288 -42%
PB
137
Pinnacle Bancorp
Nebraska
$13K – – –
FANJ
138
Financial Architects (New Jersey)
New Jersey
$13K +$12.9K +366 New
HS
139
Horan Securities
United States
$12K – – –
RFA
140
Reilly Financial Advisors
California
$10K – – –
SFSIG
141
San Francisco Sentry Investment Group
California
$10K – – –
BWA
142
BDO Wealth Advisors
Florida
$8K – – –
ESB
143
Essex Savings Bank
Connecticut
$8K – – –
WCM
144
Whitener Capital Management
North Carolina
$8K – – –
AIC
145
Archer Investment Corporation
Indiana
$4K +$4.03K +114 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$3K – – –
GRP
147
Global Retirement Partners
California
$3K – – –
PCM
148
Princeton Capital Management
New Jersey
$3K – – –
LC
149
Lindbrook Capital
California
$2K -$4.24K -120 -67%
WT
150
Whittier Trust
California
$2K – – –
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.