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iShares Expanded Tech Sector ETF

196 hedge funds and large institutions have $1.03B invested in iShares Expanded Tech Sector ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

39% more capital invested

Capital invested by funds: $741M → $1.03B (+$288M)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more funds holding

Funds holding: 170196 (+26)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

9.94% less ownership

Funds ownership: 266.46%256.53% (-9.9%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
40
Increased
57
Reduced
52
Closed
13
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
126
Argent Trust Co
Tennessee
$387K
DADC
127
D.A. Davidson & Co
Montana
$377K -$66.1K -1,572 -16%
WA
128
WealthTrust Axiom
Pennsylvania
$369K
IA
129
IFP Advisors
Florida
$363K -$249K -5,922 -43%
FSA
130
Fort Sheridan Advisors
Illinois
$349K
CAN
131
Cetera Advisor Networks
California
$346K +$20.4K +486 +7%
CAM
132
Concorde Asset Management
Michigan
$338K +$1.01K +24 +0.3%
NAMP
133
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$336K
SJIM
134
St. Johns Investment Management
Florida
$334K
US Bancorp
135
US Bancorp
Minnesota
$334K +$37.8K +900 +14%
CA
136
Calton & Associates
Florida
$332K +$300K +7,128 New
TI
137
Trexquant Investment
Connecticut
$331K -$1.16M -27,696 -80%
GIM
138
Grassi Investment Management
California
$328K +$297K +7,056 New
PG
139
Patten Group
Tennessee
$311K
FNBOSM
140
First National Bank of South Miami
Florida
$302K
SAM
141
Sawgrass Asset Management
Florida
$290K
PBO
142
Peoples Bank (Ohio)
Ohio
$275K -$1.76K -42 -0.7%
LWP
143
Legacy Wealth Planning
Nevada
$265K
SWP
144
Stratos Wealth Partners
Ohio
$259K +$234K +5,562 New
Franklin Resources
145
Franklin Resources
California
$256K +$219K +5,202 New
CCMD
146
Cypress Capital Management (Delaware)
Delaware
$251K +$227K +5,400 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$248K +$10.3K +246 +5%
Prudential Financial
148
Prudential Financial
New Jersey
$247K -$675K -16,068 -75%
EIA
149
Eastover Investment Advisors
North Carolina
$240K +$217K +5,154 New
HVIA
150
Hudson Valley Investment Advisors
New York
$237K +$214K +5,100 New

IGM Hedge Fund Activity: Q2 2020 in Review

196 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q2 2020, worth a combined $1.03B — up 39% from $741M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGM positions and 13 closed out — a net gain of 27 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Brouwer & Janachowski, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.

  • 196 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.03B of iShares Expanded Tech Sector ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 40 funds opened new iShares Expanded Tech Sector ETF positions in Q2 2020 and 13 closed out, a net change of +27 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q2 2020 was Brouwer & Janachowski, an estimated $16.4M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q2 2020 was Goldman Sachs, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2020.