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iShares Expanded Tech Sector ETF

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: 153157 (+4)

4% more capital invested

Capital invested by funds: $677M → $704M (+$27M)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$3K
PCM
152
Princeton Capital Management
New Jersey
$3K
FAAS
153
First Allied Advisory Services
California
$3K +$3.29K +90 New
SFS
154
Sowell Financial Services
Arkansas
$3K +$3.29K +90 New
LC
155
Lindbrook Capital
California
$2K
WT
156
Whittier Trust
California
$2K
AF
157
Advisornet Financial
Minnesota
$2K +$2.19K +60 New
BCM
158
Barometer Capital Management
Ontario, Canada
-$2.26M -63,000 Closed
FTS
159
Fifth Third Securities
Ohio
-$1.38M -38,436 Closed
WA
160
WESPAC Advisors
California
-$1.07M -29,778 Closed
JIP
161
Jaffetilchin Investment Partners
Florida
-$1.06M -29,454 Closed
IWA
162
IBEX Wealth Advisors
New Jersey
-$914K -25,440 Closed
PAG
163
Pinnacle Advisory Group
Maryland
-$309K -8,592 Closed
Renaissance Technologies
164
Renaissance Technologies
New York
-$302K -8,400 Closed
CWA
165
Clarus Wealth Advisors
Arizona
-$119K -3,318 Closed
DWM
166
Doyle Wealth Management
Florida
-$43K -1,200 Closed
FANJ
167
Financial Architects (New Jersey)
New Jersey
-$13K -366 Closed
ESB
168
Essex Savings Bank
Connecticut
-$8K -228 Closed
TFA
169
Transamerica Financial Advisors
Florida
-$1K -6 Closed

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.