IGM icon

iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

170 hedge funds and large institutions have $741M invested in iShares Expanded Tech Sector ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
29
Increased
41
Reduced
57
Closed
23
Calls
$7.99M
Puts
$629K
Net Calls
+$7.36M
Net Calls Change
+$3.59M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
JWM
2
JGP Wealth Management
Oregon
$17.3M
3
SCA
3
Stuart Chaussee & Associates
California
$14.3M
4
SFS
4
Strategic Financial Services
New York
$11.5M
5
TIA
5
Traphagen Investment Advisors
New Jersey
$10.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.3M
2
CS
2
Credit Suisse
Switzerland
$3.79M
3
EH
3
Equitable Holdings
New York
$72.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K
5
Bank of America
5
Bank of America
North Carolina
$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
Sunbelt Securities
Texas
$245K -$13.6K -384 -5%
CAN
127
Cetera Advisor Networks
California
$245K -$7.83K -222 -3%
PG
128
Patten Group
Tennessee
$236K – – –
OC
129
Oppenheimer & Co
New York
$231K -$1.02M -28,956 -82%
FNBOSM
130
First National Bank of South Miami
Florida
$228K – – –
US Bancorp
131
US Bancorp
Minnesota
$222K – – –
SAM
132
Sawgrass Asset Management
Florida
$220K -$15.9K -450 -7%
PBO
133
Peoples Bank (Ohio)
Ohio
$210K +$634 +18 +0.3%
LWP
134
Legacy Wealth Planning
Nevada
$201K +$201K +5,694 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$180K -$14.8K -420 -8%
CFG
136
Citizens Financial Group
Rhode Island
$162K +$162K +4,578 New
PA
137
Parallel Advisors
California
$155K – – –
RDWM
138
Red Door Wealth Management
Tennessee
$152K +$152K +4,308 New
MPCG
139
Matrix Private Capital Group
New York
$80K +$1.27K +36 +2%
SF
140
Synovus Financial
Georgia
$75K +$75K +2,112 New
VFA
141
Valeo Financial Advisors
Indiana
$70K +$70K +1,860 New
VCM
142
Vigilant Capital Management
Maine
$68K – – –
AF
143
Advisornet Financial
Minnesota
$55K – – –
BII
144
Bainco International Investors
Massachusetts
$53K +$53K +1,500 New
BWL
145
Bogart Wealth LLC
Virginia
$51K – – –
BWP
146
Baldwin Wealth Partners
Massachusetts
$45K -$42.5K -1,200 -49%
IBOK
147
Independence Bank of Kentucky
Kentucky
$34K – – –
AA
148
Ancora Advisors
Ohio
$31K – – –
HR
149
Howe & Rusling
New York
$28K -$234K -6,510 -89%
KPW
150
Kore Private Wealth
New York
$21K – – –
4 5
6
7 8