We are live on ! Find out more
IGM icon

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
PA
126
Parallel Advisors
California
$159K – – –
PCG
127
Private Capital Group
Connecticut
$157K -$16.5K -450 -9%
SFA
128
Semmax Financial Advisors
North Carolina
$136K – – –
Simplex Trading
129
Simplex Trading
Illinois
$106K -$37.7K -1,032 -26%
BWP
130
Baldwin Wealth Partners
Massachusetts
$89K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$65K -$27.6K -756 -30%
CFD
132
Creative Financial Designs
Indiana
$59K +$61.7K +1,686 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$57K – – –
BWL
134
Bogart Wealth LLC
Virginia
$52K – – –
UBS AM
135
UBS AM
Illinois
$41.9K – – –
IBOK
136
Independence Bank of Kentucky
Kentucky
$35K – – –
UCFA
137
United Capital Financial Advisors
Texas
$24K +$24.4K +666 New
KWA
138
KCS Wealth Advisory
California
$19.4K +$19.5K +534 New
CFG
139
Citizens Financial Group
Rhode Island
$18K – – –
CAL
140
Capital Analysts LLC
Pennsylvania
$15K – – –
MIM
141
Macroview Investment Management
Maryland
$14K – – –
PB
142
Pinnacle Bancorp
Nebraska
$13K – – –
HS
143
Horan Securities
United States
$12K – – –
RFA
144
Reilly Financial Advisors
California
$10K – – –
SFSIG
145
San Francisco Sentry Investment Group
California
$10K – – –
BWA
146
BDO Wealth Advisors
Florida
$8K – – –
WCM
147
Whitener Capital Management
North Carolina
$8K – – –
AIC
148
Ameritas Investment Company
Nebraska
$5K +$4.39K +120 New
AIC
149
Archer Investment Corporation
Indiana
$4K – – –
CIAS
150
Capital Investment Advisory Services
North Carolina
$3K – – –
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.